Our Team

A unique fusion of veteran enterprise wisdom, institutional finance, and next-generation AI innovation.

Executive Leadership

Brian J. Banik

CEO

• Founding Partner and Owner
• 37 Years of Data Analytics Experience
• Large Scale Program Management Leadership
• Former Managing Director at Deloitte
• Adjunct Professor-Emerging Technologies and Data Analytics at Wake Forest University School of Business

Carson Humphrey

Chief Compliance Officer & Chief Investment Officer

• Founding Partner and Owner
• Licensed Financial Advisor
• Experienced at several major investment firms
• Experienced Portfolio Manager

Engineering and Research

Simon Buhl

AI & Quantitative Research

• Co-founder of CodeBrosAI
• University of Tennessee, Knoxville
• Expert in AI product integration

Ryan Banik

Innovation Officer

• Co-Founder & Managing Partner, RB Wealth Management, Inc.
• Co-CEO & Co-Founder, CodeBrosAI, LLC.
• University of North Carolina at Charlotte: Majoring in Finance with a minor in Artificial Intelligence