The Team

Ian Rubenstein
Chief Executive Officer

Ian is the Chief Executive Officer and has nearly 20 years’ worth of experience in the alternative investment management industry. Prior to Exchangelodge, he served as Executive Director of Technology at Grosvenor Capital Management, L.P.

During his 19-year career with GCM Grosvenor, Ian drove the strategy and execution of GCM Grosvenor’s transformation into a multi-asset class technology leader. He brings to Exchangelodge expertise in leading large-scale technology initiatives and business changing technology innovation that enabled GCM Grosvenor’s business to scale, increased process efficiencies, and empowered data-driven decisions.

Ian has a B.S. from Indiana University.

Robert Caporale
Head of Sales

Robert is the Head of Sales and a seasoned executive with more than 25 years of experience in financial and technology services. He has held senior management positions at J.P. Morgan, Deutsche Bank, Fiserv, and IBM Corporation.

At J.P. Morgan, Robert was the Founder and CEO of JPMorgan Private Equity Fund Services (PEFS). J.P. Morgan was the first bank to enter this market, and Robert and his team set the gold standard for these services and grew the business rapidly. 

Global Custodian Magazine elected Robert to the Securities Services Hall of Fame in 2009. Robert has a BBA from Pace University and an MBA from New York University with distinction.

James Haluszczak
Founder

James is the Founder of Exchangelodge and a recognized Private Capital industry expert in data management.

He also serves as the Managing Partner and Co-Founder of SteelBridge Labs, and Founder and Managing Partner of SteelBridge Consulting.

Luis Burgos
Chief Technology Officer

Luis brings over 25 years of software engineering and architecture experience to the team. Luis oversees the product roadmap and all software development at Exchangelodge. Luis has applied his expertise in software engineering, process automation and architecture design across several industries with focuses on financial services and consumer internet.

Among other financial service technology roles, Luis rose to Director of Product Management at SunGard Financial Systems where he oversaw the product roadmap and product releases of their main products: Investran and Data Exchange.

Mike Haluszczak
Product Manager

Mike is the Product Manager of Exchangelodge. He is responsible for product development and roadmap as well as client implementations and support.