About YieldX®

The Future of Fixed Income

The rapid acceleration of digitization in fixed income trading, data and investments has propelled yield-driven investing forward. Portfolio insights and personalization are quickly becoming must-have capabilities in today's financial services landscape. YieldX is purpose-built, aiming to empower our partners to thrive in an increasingly digital investment world.

Leadership Team

YieldX is led by senior fixed income and fintech professionals who offer more than 70 years of collective experience at marquee capital markets and technology firms.

Adam Green

Chief Executive Officer

Adam Green is the co-founder and CEO at YieldX. Adam co-founded and was the Chief Strategy Officer at MoneyLion, a leading fintech in the lending and wealth management space. Adam has over 15 years of experience in high yield and leveraged finance at Wall Street firms, including Bear Stearns and Citadel.

Steve Gross

President,
Chief Innovation Officer

Steve Gross is the co-founder and Chief Innovation Officer at YieldX. Steve founded and was the Chief Investment Officer of AlphaParity, an $800M AUM portfolio technology and asset manager, which was acquired by Franklin Templeton in 2017. Steve has over 20 years of experience as a portfolio manager at leading hedge funds, including Millennium and Tudor.

Rolito Trintinalia

Chief Experience Officer

Rolito Trintinalia is the Chief Experience Officer at YieldX. He has over 20 years of experience working with design and user experience teams, delivering and leading several projects and products for companies like Heineken, Subaru, Spotify and many others.

Tom Bradley

Chief Product Officer

Tom Bradley is the Chief Product Officer at YieldX. Tom was an Executive Director at UBS in Fixed Income from 2012 through 2018. He has over 15 years of experience in fixed income sales and trading from his work at UBS, as well as the Royal Bank of Scotland.

Kenneth Kim

Chief Financial Officer

Kenneth Kim is the Chief Financial Officer at YieldX. Ken has served in finance, operations and strategy roles within the Fintech sector, having worked at companies like Amazon, MoneyLion and Aliya Financial Technologies. Prior to working in Fintech, Ken was a Financial Institutions investment banker focused on M&A and capital markets transactions at UBS and Barclays.

Kimberly Beck

Chief Marketing Officer

Kimberly Beck is the Chief Marketing Officer at YieldX. Prior to joining YieldX, Kimberly was Head of Wealth Marketing at Envestnet. She also held marketing leadership roles at both BlackRock and Nuveen. Kimberly has nearly 25 years of experience in the fintech and asset management industries.

Careers at YieldX

We are a globally distributed team of passionate fintech entrepreneurs, technologists, and data scientists on a mission to reimagine one of the largest markets in the world.