Pioneering the Future of Capital Markets
Founded on the belief that AI should be native to financial technology, not an afterthought. We're building the operating system that will power the next generation of capital markets.
Our Mission & Values
Innovation First
We push boundaries and challenge the status quo, constantly evolving our platform with cutting-edge AI.
Client Success
Our clients' success is our success. We're committed to delivering measurable results and competitive advantages.
Integrity Always
We operate with transparency, honesty, and the highest ethical standards in everything we do.
Our Vision
To become the world's most trusted AI-native platform for capital markets, empowering financial institutions to operate with unprecedented intelligence, efficiency, and competitive advantage.
A New Breed of Financial Firm
Quantex operates at the unique intersection of a high-growth technology company and deep Wall Street expertise in broker-dealer operations.
SaaS Technology Core
At our heart, we are a technology company. Our AI-native mindset allows us to build from a clean slate, unburdened by legacy systems. This enables rapid innovation, superior performance, and a product-first approach to solving our clients' most complex challenges.
Broker-Dealer Expertise
Our leadership brings decades of Wall Street experience from leading broker-dealers and financial institutions. This deep operational expertise gives us a profound understanding of market structure, regulatory frameworks, and compliance requirements — ensuring our solutions are built by practitioners who have lived the problems we solve.
The Hybrid Advantage
This dual model creates our strategic flywheel, allowing us to deliver a holistic and self-improving solution that is impossible for pure software vendors or traditional financial firms to replicate.
Meet Our Leadership
A team of industry veterans and innovators driving the future of financial technology
Carlos R. Cabana
Chief Executive Officer
Visionary leader with 30+ years across global capital markets, from Foreign Exchange trading at Bear Stearns and Morgan Stanley to leading Bloomberg's global trading system initiatives. Founded Quantex to bring AI-native technology to financial markets, pioneering the integration of intelligent automation into institutional trading, compliance, and operations. Former Head of Equity Sales & Trading at CastleOak Securities, with deep expertise in electronic execution, market structure, and institutional client solutions. Serves on Stony Brook College of Business Dean's Advisory Board, bridging academia and industry innovation.
Dr. Andrew Kalukin
Chief AI Scientist
Leading expert in artificial intelligence with extensive experience in physical and mathematical modeling for financial applications. Specializes in developing physically accurate simulated data for AI/Machine Learning systems and building advanced prototypes across multiple programming platforms. Has successfully partnered with academia, industry, and federal agencies on research contracts through SBIR and BAA vehicles, with years of experience supporting scientific research. His pioneering work includes automated transcription systems that exceed conventional AI capabilities, published extensively in scientific journals and conference proceedings. Drives innovation in predictive analytics and autonomous trading systems through cutting-edge research and development.
Ross McMeekin
Chief Revenue Officer
Revenue leader with 35+ years spanning Wall Street, fintech, and cybersecurity. Spent nine years at Bloomberg LP rising from Sales Representative to Sales Manager and Equity Derivatives Application Specialist, managing a 20-member team producing $70M in annual revenue and earning top national rankings. Co-developed a Bloomberg-integrated options analytics platform that set a new industry standard. Later led equity derivatives sales at BGC Partners and Weeden & Co., and served as Director of Cybersecurity Consulting for Bronzeye, delivering information assurance and threat intelligence to financial institutions and critical infrastructure. Selected as a keynote speaker by the Professional Risk Managers' International Association, Ross has hosted a series of panel discussions at the Montreal Stock Exchange for pension fund managers. At Quantex, he drives enterprise revenue strategy, bringing a rare combination of capital markets fluency, fintech sales leadership, and cybersecurity expertise.
Douglas DeSilva
Chief Client Officer
Leads enterprise go-to-market at Quantex, driving strategic partnerships and client adoption across capital markets, data, and regulated workflows. He brings decades of experience building and scaling revenue teams for complex, mission-critical platforms, including senior sales leadership roles at Infraclear and TVEyes, and multiple tenures at Bloomberg supporting institutional clients and OMS-related solutions. Doug has also held leadership positions at Thomson Reuters (LSEG) and firms later acquired by Morningstar, blending capital markets fluency with enterprise execution. He is known for consultative selling, large-account strategy, and translating product capability into measurable client outcomes.
David L. Hunt
Chief Governance Officer
Chief Compliance Officer at Quantex, where he designs and oversees the firm's compliance program and client-ready governance standards for regulated, AI-enabled capital markets workflows. He brings more than 30 years of leadership across broker-dealers, RIAs, asset managers, and alternative investment platforms, including CCO and Deputy CCO roles at organizations such as Wells Fargo (Wachovia), Allianz Global Investors, SeedInvest, and Securitize Markets. David's expertise spans SEC and FINRA examinations, supervisory controls, AML, ADV and state filings, marketing review, and enterprise training—building scalable programs that enable growth while staying exam-ready.
Winnie Malone
Head of Finance
Winnie Malone leads Finance at Quantex, building disciplined financial operations that support growth, transparency, and regulatory-ready reporting. She is a Certified Public Accountant with an MBA and 20+ years of professional experience, and is the principal of Smart Allied Accounting & Tax Services, where she has advised small and mid-sized businesses on end-to-end finance execution. Her expertise spans accounting and tax, bookkeeping, payroll, cash-flow and budget forecasting, bank reconciliations, and financial reporting—bringing a practical operator's mindset to controls, planning, and day-to-day execution.
FLAGSHIP FINTECH COMPANY AT CEWITStony Brook University R&D Team
Quantex is proud to be the Flagship FinTech Company at CEWIT — the Center of Excellence in Wireless and Information Technology at Stony Brook University. This exclusive partnership gives us direct access to world-class researchers, federal research contracts, and breakthrough innovations that no pure-software vendor or traditional financial firm can replicate.
Our R&D team bridges academic rigor with real-world capital markets execution — translating cutting-edge AI research directly into production-grade, regulated financial workflows.
Dr. Manoj Mahajan
Director of Special Programs, CEWIT — Stony Brook University
Distinguished technology leader with extensive experience in federal government and private industry executive positions. Formerly served as technology adviser to the Office of the Director of National Intelligence for National Information Technology Transformation, where he managed geospatial, imagery, and STEM research programs. Currently Director of Special Programs at Stony Brook's CEWIT, he holds a guest appointment at Brookhaven National Laboratory's Computing and Data Sciences Directorate and is affiliated faculty at Stony Brook University's AI Institute (AI3). His expertise spans computer vision, intelligence analysis, defense research, and forecast modeling. Specializes in architecting scalable AI systems and leading technology initiatives that process billions of transactions, bringing cutting-edge research and innovation to financial technology applications.
Zachary Lerman
Director of AI Engineering
AI engineering leader and data scientist responsible for solution design and client delivery at Quantex. Leads implementation of AI-enabled workflows—from discovery and architecture to deployment and improvement. Previously served as Senior Software and Data Science Analyst at Stony Brook University's CEWIT. Holds an M.S. in Computer Science and dual B.S. degrees in Computer Science and Applied Mathematics. Built the New York Health Data Guide and contributed to population-health analytics and computer vision research across AR/XR/VR. Known for pragmatic execution, he delivers robust systems built for adoption in regulated environments.
Dr. Pawel Polak
Assistant Professor, Stony Brook University
Assistant Professor in the Department of Applied Mathematics & Statistics at Stony Brook University, Affiliated Researcher at CEWIT, and Affiliated Faculty at the Institute for Advanced Computational Science (IACS). His research advances statistical and machine learning methodologies with applications in engineering, medicine, and quantitative finance. His work has been featured at CVPR'24 and NeurIPS'23, and published in Quantitative Finance, the Journal of Econometrics, and the Journal of Banking and Finance. In 2023, Rebellion Research — a global machine learning think tank and hedge fund — honored him as one of the Top 10 Professors in Quantitative Finance in the U.S.
Dr. Richard Chan
Associate Professor, Stony Brook University
Associate Professor at the College of Business, Stony Brook University, specializing in entrepreneurial finance and emerging funding platforms. He holds a Ph.D. in Management & Organization from the University of Washington — with minors in Technology Entrepreneurship, Behavioral Decision Theory, and Research Methods — and a B.A. in Psychology from UC Berkeley. His research explores how entrepreneurs secure capital through crowdfunding and cryptocurrencies, integrating cognitive and social psychology to deepen theoretical frameworks. An award-winning researcher and editor, Dr. Chan bridges academia and practice to advance impactful solutions in entrepreneurship and innovation.
Christopher Lange
Engineering Manager, CEWIT — Stony Brook University
Engineering Manager at CEWIT and MBA candidate at Stony Brook University's College of Business. Leads technical teams across software development, system architecture, and strategic partnerships with industry collaborators, with a focus on workforce development and emerging technology. Holds a B.S. in Computer Science from Stony Brook and is AWS Certified (SysOps, Developer, Solutions Architect) with additional certifications in Google Cloud AI and IBM Enterprise Design Thinking. Known for hands-on leadership, he has overseen projects ranging from real-time transit systems serving 20,000 students to cloud-native platforms for New York State health initiatives.