Our team.

The True Link team combines talents of business, technology, finance and trusts to design and build its products and services.

Leadership.

Claire McDonnell, Co-founder and COO
Claire McDonnell

Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar organizations to venture capital diligence to financial services operations.

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Claire McDonnell, Co-founder and COO
Claire McDonnell

Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion dollar organizations to venture capital diligence to financial services operations. She oversees all business and functional units at True Link, while also developing key partnerships and client relationships. A founder of two venture-backed companies, Claire is also a frequent presenter on national panels on topics including customer-centered management, elder financial protection, and financial services innovation.

She holds a BA from Columbia University and was trained in strategy by Bain & Company and financial compliance by the Banker’s Academy. Claire has a history of service dedicated to vulnerable groups through nonprofit work with organizations including Teach For America, the Bill & Melinda Gates Foundation, and the Prison University Project. Additionally, Claire was a Fulbright Scholar and a Fellow at Y Combinator and Innovation Endeavors.

Kai Stinchcombe
Kai Stinchcombe

Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial. He is a frequent speaker on innovation and the venture process with deep relationships in Silicon Valley.

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Kai Stinchcombe
Kai Stinchcombe

Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial. He is a frequent speaker on innovation and the venture process with deep relationships in Silicon Valley.

Kai is also the founder of the Roosevelt Institution, a nonprofit that recently celebrated its tenth year and won a MacArthur Award for Creative and Effective Institutions. He holds degrees from Colorado College and Stanford University, and was a member of the President’s Working Group on Aging and Technology under President Obama

Peter Wall
Peter J. Wall

Recognized across the country for his expertise in special needs investments, administration, and planning, Peter has over 18 years of trust administration experience at nationally chartered banks. Previously, Peter launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial.

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George Guererro
George Guerrero

George brings a huge depth of experience to True Link Financial from his 20+ years at AXA and Wells Fargo. He was selected as a David Rockefeller Fellow and has an MBA from NYU.

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George Shehata

George has nearly 20 years of investment and technology experience, most notably, in leadership roles at LendingClub and BlackRock, where he focused on managing technology for retail investments and the distribution of ETFs to retail investors.

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Isaac Elias
Isaac Elias

Isaac brings incredible skills & military discipline to his role at True Link Financial. He ensures that the software remains secure and useful for our clients’ best interests.

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Emma Dunstone

Emma, a Fellow of the Chartered Institute of Marketing, has 25 years of experience marketing B2B and B2C software and services in the UK, Australia, and the US.

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Paige Kirstein
Paige Kirstein

A former Bain & Company management consultant, Paige joined when True Link had fewer than 10 employees. She has successfully scaled True Link’s services with no sacrifice in service quality.

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Coulter King

Coulter joined True Link from Oliver Wyman, where he advised many of the largest global financial institutions. His additional experience in financial services spans venture capital at QED Investors and operations leadership at a venture-backed, consumer lender.

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Tyler Merten

With a background in financial services, management consulting, and hospitality management, Tyler leads True Link’s customer support and account management teams in delivering best-in-class customer service. He ensures that the team embodies the company’s values and shares those values with every customer.

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Jenny Fogarty

Jenny has a wide range of experience as a certified coach and community mediator and human resources leader. Prior to True Link, she focused on nonprofit organizations, and lead people and talent at a social impact consulting firm.

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Investors & advisers.

Arnie Whitman
Arnie Whitman

Strategically leading the investment and growth of $6B in assets, Arnie has an exclusive focus on innovation for aging, health, and senior housing.

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Frank Rotman
Frank Rotman

Frank was one of the earliest analysts hired into Capital One and spent almost 13 years building many of the company’s business units and operational areas. Now a partner at QED Investors, he serves on True Link’s board.

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Jon Soberg
Jon Soberg, CFA

Jon has over 18+ years experience in consumer finance and was listed in 2015 as one of Forbes’ top financial technology investors. He also lectures at Wharton Business School.

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Ciara Burnham

Ciara is a partner with QED investors and a seasoned investor, operator and strategist with more than twenty years of experience in financial services. Most recently, Ms. Burnham was the CEO of Evercore Trust, a nationally chartered trust bank with over $50 billion of assets.

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Alexis Ohanian
Alexis Ohanian

As the founder of multi-million member community Reddit, Alexis has an expertise in financial investing and high growth capital unmatched by most people in Silicon Valley.

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Chandra Chaterji
Chandra Chaterji

A scientist at heart, Chandra uses rigorous analytics and data science to lead companies to success. He is also an adjunct professor at UC Davis.

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Mitch-Liou
Michael Liou

Michael spent over 20 years on Wall Street, 17 of which he spent at Goldman Sachs helping clients thoughtfully implement various investment strategies.

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Paul Buchheit

Paul is an active investor in numerous companies and is the creator of Google’s slogan, “Don’t be evil.” Paul also developed two of the top five most-used products on the Internet: Gmail and the Facebook News Feed.

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Tom Tinsley

Tom is an advisory director at General Atlantic, a global private equity firm, where he has worked since 1999. Currently, he serves on the boards of BMC Software, and Guidestar USA, Inc.

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Debra Wohlrab
Debra Wohlrab

With over 13 years as a VP at Mastercard and another 12+ years in finance, Debra brings a deep expertise in financial operations and compliance.

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Mitch Kapor
Mitch Kapor

As the founder of Lotus and pioneer of the personal computing industry, Mitch now devotes his time to investing in companies with a positive impact on the well-being of their customers.

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Garry Tan
Garry Tan

With $160M in assets under management, it’s no surprise Gary was awarded the coveted 30 under 30 and one of the top 50 angel investors in Silicon Valley.

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Michael Seibel
Michael Siebel

As the president of Y Combinator, the most prestigious funder of early-stage startups, Michael is one of the most well respected investors and advisors in technology. He also served as the finance director for a US Senate campaign

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Katy Fike
Katy Fike, PhD

A gerontologist, Katy is one of the most sought-after experts in Silicon Valley in innovation for aging. She sits on the Board of Directors of the American Society on Aging and the Family Caregiver Alliance.

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Dan Kimerling

Dan, from Decians Capital, is a start-up veteran with three exits, angel investor with more than 30 deals. Dan is an experienced GP, LP and CxO.

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Craig Shapiro

Craig Shapiro is an entrepreneur and investor at Collaborative Fund. He helped pioneer several mobile and interactive television initiatives in the US. Previously, he was an angel investor in several new media and technology companies.

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Noam Ohana

Before Exor Seeds, Noam was managing partner of Conegliano Ventures, a venture capital fund. He was also Partner of BeaconLight Capital, a global equity long-short fund he co-founded in 2010.

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David Weiden

At Khosla Ventures, David focuses on Internet software and services. A number of his investments have led to significant acquisitions or achieved initial public offerings including AppNexus , Climate Corporation, OnDeck Capital, and RingCentral.

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