The people behind the platform are part of the product.
CacheTech organizes investment, trading, operations, compliance, technology, and growth around one promise: advisors can reach the people responsible for the work and the decisions.
The people who make the investment decisions.
Portfolio strategy, construction and execution, plus the committee that challenges it. These are the people accountable for how client money is managed.
Cormac Murphy, CFA
Chief Investment Officer and CEO / Investment strategy and portfolio construction
David Kastner, CFA
Investment Committee / Portfolio strategy and market analysis
Arun Balasubramaniam, CFA
Investment Committee / Investment strategy, portfolio management, and technology integration
Tong (T) Bai, CFA
Senior Trader / Portfolio execution and trading
Connor Murphy
Chief Operating Officer / Trading and operating execution
Hear it from the CIO.
Cormac Murphy talks with Wealth Advisor TV about direct access to decision makers, and why we refer to your clients by name, not account number.
“You can use scale for profit margins, or you can use scale to deepen relationships. We choose the latter.”Cormac Murphy, CFA · Wealth Advisor TV at FutureProof 2026 · 8 min
The interviewer’s reference to CacheTech as one of America’s Best TAMPs refers to the WealthAdvisor 2026 America’s Best TAMPs list, a third-party recognition. Rankings are not indicative of future performance and do not represent any client’s experience. Criteria and methodology are determined solely by WealthAdvisor.
Legal, compliance and the client relationship.
Scott N. Ellingson, Esq.
General Counsel and Chief Compliance Officer / Legal and compliance framework
Karly Rizzo
Chief Revenue Officer / Growth, marketing, and client experience
The team that carries the day-to-day work.
Trading, operations, development and business development. These are the people who handle your accounts and who you escalate to when something needs an answer.
Miguel “Miggy” Camacho
Trading and Operations Specialist / SMA and private-fund workflows
Scott Hamblin
Trading and Operations Specialist / Operational consistency and execution
Aashay Mahaeshwarkar
Software Developer / Platform development and enhancement
Alex Knowles
Vice President of Business Development / Advisor needs and relationship fit
Direct access is not a service flourish. It is how advisors gain confidence in the infrastructure behind their client relationships.CacheTech relationship principle
Meet your prospective team.
Start with the people who would own the investment, operating, and platform questions that matter most to your firm.
Bring us the workflow that costs your team the most time.
We map the current owner, the handoffs, where it breaks, and a better division of responsibility. You leave with a concrete next step, whether or not CacheTech is the answer.