Jeff Shortis is a product and data leader who has spent his career at the intersection of data, analytics, and financial services. He has served as Chief Data Officer at Pioneer Investments, was an early product lead at BNY Eagle, and later founded and led Data3Sixty, a data intelligence platform he built and sold. Most recently, Jeff led AI and data initiatives at Charles River and helped build the Alpha Data Platform from concept to an industry leading platform. His strengths in data architecture and governance are foundational to WealthStream’s intelligence layer and to turning complex client context into clear, actionable planning decisions.