About - Trendrating

Unveiling Market Insights Through Leading Edge Technology

The people

The founders have 30+ years of experience in building models and software for asset and wealth managers, and a successful track record of providing innovative, world class solutions. The core team includes a seasoned group of passionate developers, mathematicians, and quants.

Our vision

We are committed to providing our customers with tools and insights that deliver measurable alpha. The majority of research and analytics available today fall short of offering real value to portfolio managers. The return on investment in research content and tools is often underwhelming, with much of the material consumed out of routine rather than providing actionable, strategic insights. It’s time for a change!

We serve customers who are committed to delivering maximum value for their clients. Our customers believe there is always room for improvement in any strategy and investment decision-making process. They are competitive, open-minded, and eager to explore innovative solutions that provide a strategic edge in achieving superior client outcomes. Our solutions enhance their existing perspectives, preserving the integrity of their house view while adding an extra layer of intelligence to drive better decisions.

Testimonials

Founder & CEO

Rocco Pellegrinelli

Rocco Pellegrinelli began his career as a portfolio manager. He has been a successful entrepreneur in the technology sector for the past 20 years. He created Brainpower in 1996 and as Chairman and CEO, established it as one of the top portfolio management systems globally. After taking the company public on the Frankfurt Stock Exchange in 2000, Brainpower was acquired by Bloomberg in 2006. His vision “Many analytical tools makes sense, but do they also make money? It is time to bring real value to fund managers.” Rocco believes that the asset and wealth management industry needs to evolve toward higher standards of value to clients, efficiency and cost effectiveness. Adopting new data and sophisticated tools is the only solution. He launched Trendrating with the mission to provide innovative analytics and technology that deliver alpha in a measurable, actionable and repeatable way. In 2020, Rocco has been nominated as one of the “10 Most Inspiring CEOs to Watch” by Industry Tech Outlook, as well as one of the “10 Best Innovative Leaders” by DigiTech Insight. Rocco is also a Nasdaq contributor to their advisor portal.

Message From Our CEO

The enemies of excellence are skepticism and inertia.

Skepticism against the new. Rejection of innovative ideas and methodologies due to fear of change. Often we hear, “I’ve seen many new things and they’re all worthless!” Well, maybe you’ve seen many things, but you didn’t see everything. Once in a while, a new idea comes around that delivers valuable innovation worth serious consideration.

Inertia prevents making small changes and adjustments to the status quo. Inertia blocks any potential improvement, despite the fact that anything can be always improved by definition. The skeptic says, “I have my way to do things, why should I change?” What if the change delivers better results? You still won’t consider it? What about your obligations to always provide your clients with the best possible service? Are you truly delivering on what your promise?

Skepticism and inertia are the main causes of the chronic underperformance of most active managers.

The asset management industry is rapidly evolving after years of stalled repetition of old school approaches and methodologies. Those who survive will be the ones who put fear of change aside and quickly adopt the best in class innovation. These forward-thinkers will profit from new tools that incorporate advanced analytics, models, and technology. The rest will be held hostage by skepticism and inertia.

Let’s bet on which type of portfolio manager will grow and prosper. Our mission is to help smart people to succeed and beat the competition. Just ask our customers.

Warm Regards.

Rocco Pellegrinelli, Founder & CEO

The
Management

Co-Founder, CTO

Sandro Bottarelli

Sandro Bottarelli is an expert in physics and engineering. He was formerly Chief Development Officer at Brainpower. His analytics models became the core of Bloomberg’s Portfolio Analytics offering. While at Bloomberg, he was Manager of the Portfolio Analytics R&D division. He graduated magna cum laude in Science from the University of Milan. His motto is “The value of an idea lies in the using of it”. Thomas A. Edison

Managing Director, North America

John Coulter

John has spent his entire career growing innovative fintech companies. In 1995 he co-founded TRIAD, the equities IOI management system which was one of the first commercially available FIX engines, later acquired by Reuters. John was also President and COO of Javelin Technologies, the world’s leading FIX engine vendor with over 350 customers, acquired by NYFIX in 2002. He then served as VP of Corporate strategy with Silicon Valley based Vhayu, acquired by Thomson Reuters in 2009. John graduated from Fairfield University with a BA in English & Journalism and is a devoted Little League baseball coach for his two sons.

Senior Solutions Consultant

Shiv Nathwani

Shiv has 12 years’ experience in representing portfolio management, strategy and research teams across all major asset classes. At Trendrating he is responsible for engaging with investment teams to harness the power of our analytics and technology solutions. Prior to joining Trendrating, he worked as a Portfolio Specialist within the Investment Solutions Group at State Street Global Advisors, as the conduit between fund management and distribution activities. Shiv holds a BSc with Honours in Politics and Economics, Investment Management Certificate and Certificate in ESG Investing.

Director of Client Services

Justin Rush

As the Director of Client Services at Trendrating, Justin is dedicated to delivering exceptional client experiences and driving business growth. Justin brings a wealth of expertise and a deep understanding of the finance industry to his role. With more than 7 years in the finance industry and 4 years of prior experience as a Financial Advisor for TD Bank and Northwestern Mutual. He Graduated from Rider University with a BA in Marketing. In his spare time Justin enjoys watching sports and spending time with his family and friends.

Senior Portfolio Risk and Performance Consultant

Amar Morjaria

Amar has over 15 years’ experience in positioning Financial Technology. He spent 7 years at Bloomberg in New Business and Relationship Management helping generate millions of dollars of revenue across Bloomberg’s Core Terminal business in the Nordics and London. He is an Equities specialist and has extensive knowledge of pre trade, in trade and post trade decision support trading analytics within Portfolio, Execution and Order Management systems. He has positioned these complex and innovative solutions to Global Asset Management firms, Banks and Brokers. Amar has worked at OTAS Technologies a Liquidnet company as a Sales Director leveraging his existing relationships and responsible for revenue growth across EMEA & Asia Pacific. Amar hold a BA Hons in Economics and Financial Services.

Director of Inside Sales

Greg Timilty

Greg had over 20 years of experience in institutional sales before joining Trendrating. He is a co-founder of a respected institutional equity research firm and broker-dealer, BlueFin Research Partners, based in Boston. He has extensive experience in US equity markets as well as advising clients throughout the US. Greg graduated from the College of the Holy Cross in Worcester Massachusetts, where he was also a member of the football team.

Senior Strategist

Massimiliano Pellegrinelli

As a Senior Strategist at Trendrating, Massimiliano is dedicated to operating exceptional marketing activities and spearheading business growth. With a deep passion for the finance industry, Massimiliano remains at the forefront of emerging trends, and technological advancements. By staying abreast of industry changes, he consistently introduces innovative strategies, shaping the success and growth of Trendrating. He graduated from Webster University (Geneva) with a BS in Business Administration and a BA in Management.

Equity Strategies Manager

Guido Pellegrinelli

As an Equity Strategies Manager at Trendrating, Guido is in charge of constructing equity-driven strategies across the globe for sophisticated international clients with the goal of delivering superior returns over the years. He is also a specialist in creating smart model portfolios that meet the clients needs. He graduated from Webster University (Geneva) with a BS in Business Administration and a BA in Management.

Financial Data Analyst

Umberto Leonardi

Umberto is an accomplished Financial Data Analyst with a strong background in quantitative analysis and data interpretation. With a bachelor’s degree in Economics and Management at Università Cattolica del Sacro Cuore and a master degree at Università della Svizzera Italiana (USI). Umberto has a keen interest in the Fintech industry and possesses a unique blend of financial acumen and technical expertise. His dedication to staying current with industry trends and advancements in data analytics underscores his commitment to excellence in the field.

Business Development

George Seaton

As a seasoned global Business Development Executive with over 15 years of experience, George brings a wealth of expertise across various industries, including commercial banking, tax consultancy, and software/IT. With a proven track record of driving growth and fostering strategic partnerships, George specializes in introducing and expanding business opportunities across the EMEA and APAC regions. Leveraging his passion for innovation and collaboration, George is dedicated to bringing solutions that drive measurable and sustainable business success across the globe.