Nagesh joined cfX in 2016 and is an Application Architect. As part of his regular duties, Nagesh specializes in cash flow and web applications of cfX Technology. Nagesh has over 15 years of experience building software applications including a Margin Platform and Muni Trading Platform at major banking institutions. Prior to joining cfX, Nagesh was employed as a Vice President at JP Morgan Chase. He holds Bachelor’s Degree in Electrical and Electronics from Andhra University, India.

Brendan joined cfX in 2019 and is an application Developer. He works to enhance cfX Technology using modern development practices.  Brendan holds a B.S. in Computer Science with an Informational Technology minor from the State University of New York at Oneonta.

Teresa joined cfX in 2018 and is an Associate at the firm. Prior to cfX she worked with Bloomberg L.P., in fixed income, technical analysis, and data visualization roles and as a strategic account manager. She holds degrees from Columbia University and Johns Hopkins University.

Alex is a Vice President of cfX and an MSRB registered Municipal Advisor Representative. Alex joined the firm in 2010 and specializes in the preparation of non-purpose and purpose arbitrage computations and the computation of bond yields and bond redemptions. Prior to joining cfX, he was an Information Analyst at LaSalle Bank Real Estate Capital Markets in Chicago where he compiled and analyzed information on commercial mortgages. Alex holds a Bachelor of Science in Engineering & Management Systems with a minor in Economics from Columbia University.

Joel joined a predecessor of cfX Incorporated in 1982 and is a Lead Application Developer for the firm. He is responsible for the programming of enhancements to the CFX cash flow system and also specializes in the design and operation of computer systems for the monitoring of loan portfolio performance and in the preparation of custom cash flow analyses for bond financings. Joel received a B.A. degree from Brandeis University and a Ph.D. from Princeton University.

Puneet joined cfX in 2019 as an Analyst after working with Onshift Inc, a healthcare software firm.  He received an MBA from the Weatherhead School of Management of Case Western Reserve University and completed internships with Keybank and The Inkwell Group, a boutique private equity firm.  Puneet also holds a degree in Accounting and Economics from the University of Mumbai and worked as an Underwriter at the Bank of Baroda in India.

Sagar joined cfX in 2007 and is a Vice President, as well as an MSRB registered Municipal Advisor Representative. He specializes in cash flow modeling, revenue bond structuring, performance measurement, risk attribution, multifamily mortgage modeling, mortgage compliance and bond redemption management. Sagar holds an M.S. in Financial Engineering and a Graduate Certificate in Risk Management from NYU Tandon School of Engineering. He has passed Level I and Level II of the CFA Program.

Sarika is an Associate for cfX. She joined as a full-time employee in 2016 after completing a yearlong internship with cfX. As a part of her regular duties, Sarika performs arbitrage rebate compliance computations and computation of variable bond yields. Prior to joining cfX, she was a corporate credit analyst at Bank of Baroda, the second largest bank in India. She also worked as a graduate consultant with Standard Chartered Bank financial markets team on a project assessing the impact of Basel III norms on the bank’s derivatives business. Sarika holds a Master of Public Administration with specialization in International Finance and Economics from Columbia University.

Frank is a Senior Application Developer for cfX.  He joined the firm in 2020 after fifteen years in a similar role with JP Morgan Chase, and before that with Deutsche Bank/Bankers Trust Company.  He specializes in full life cycle development.  Frank received his M.S. degree in Computer Science from NYU Polytechnic School of Engineering and his B.S. degree in Electrical & Computer Engineering, State University of New York at Buffalo..

Suvrat joined in 2017 and is an Associate for cfX. He is an MSRB registered Municipal Advisor Representative. Prior to cfX, Suvrat worked with HSBC Securities in quantitative strategy and data science and with BNP Paribas in fixed income and derivatives. He graduated with honors from Carnegie Mellon University with a Bachelor of Science in Business Administration from the Tepper school, with a concentration in Econometrics & Finance.

Nick is a Vice President for cfX and an MSRB registered Municipal Advisor Representative. He joined cfX in 2012 and specializes in the modeling of complex parity cash flow models, bond redemption, arbitrage rebate and mortgage yield compliance computations, and the computation of bond yields. Prior to joining cfX, Nick worked as a portfolio management intern with the Taxable Fixed Income Strategy team at M.D. Sass where he performed qualitative and quantitative analysis to control prepayment/extension risk, and evaluate Agency Backed MBS with regard to Option Adjusted Spread (OAS). Mr. Vakirtzidelis holds a Bachelor of Business and Administration in Statistics and Quantitative Modeling with a minor in Psychology from the City University of New York: Bernard Baruch College.

Allyson joined cfX in 2017 as an Enterprise Solutions Architect and is now an external consultant. Allyson has extensive experience in software consulting and in the financial services industry. She has a Masters in Science from Texas A & M, a Masters in Science from University of York and B.S. in Finance and Computer Science from the University of Bridgeport.

Alex joined cfX in 2017 and is an Analyst at the firm. He has a Master of Science in Quantitative Finance from Fordham University Gabelli Graduate School of Business Administration and B.S. in Statistics and B.A. in Mathematics from the University of Florida.

Bob joined cfX in 2003 and is a Lead Application Developer. He is responsible for the analysis, design and programming of CFX Transaction Structuring Software and Monte Carlo simulation control. Bob  received his B.S. degree from Massachusetts Institute of Technology and his Ph.D. from Carnegie Mellon University.