About Us

The Team

Brian Murphy, CFA, MBA
CEO & Co-founder

Brian brings over twenty years of quantitative investment experience to Kivalia. Brian's insights as founder and CEO of Pariveda, Inc., an up and coming Registered Investment Advisor located in Los Altos, CA, bring real-world industry perspective to Kivalia's competitive positioning. Previously, he worked at Mainstay Capital Management, MFS and BARRA. He holds the Chartered Financial Analyst (CFA) designation and an MBA from the Wharton School of the University of Pennsylvania.


Vincent Cocula, PhD
CTO & Co-founder

Vincent is responsible for technology and product development. Trained as a scientist with a PhD in Theoretical Chemistry from UCLA, Vincent first worked as a numerical analysis consultant. He later joined the financial industry where he used his analytical skills to provide portfolio and risk management solutions to large institutional investors and pension plans.


Shuen Chi Lo
COO & Co-founder

Shuen is responsible for Kivalia's day-to-day operations. Shuen has more than 19 years experience in the financial industry primarily focused on software product development and operations. Notably, he held various management positions at BARRA, a financial risk management solution provider. Shuen holds a M.A. in computer data management from Webster University in St. Louis, Missouri.

Now, more than ever, responsibility for securing one’s financial future rests with each of us. Pensions have been replaced by employee-driven retirement savings plans, wages are stagnant, and at best social security benefits will be reduced in coming years. No doubt, wise choices need to be made to ensure ours, and our family’s, financial well being.

Yet the landscape remains littered with online brokerages that push active trading over intelligent long-term investment - services woefully out of touch with today’s needs.

Welcome to Kivalia - the next generation advisory platform for individual investors. In Sanskrit, Kaivalya refers to the state of emancipation, freedom or liberation from the Elements - Sound, Touch, Form, Taste and Smell. It’s a mental state where clarity resides; a path to eternal happiness.

We set out to create a parallel in the investment industry – a clear process for, and path to, attaining your financial goals. A service that strips away the noise, simplifies the process, and educates along the way. An offering that provides actionable advice and recommendations; and then tracks these recommendations so that you can evaluate their worth over time. A service based on honesty and trust.

For any inquiry about our development efforts or our team, please feel free to contact us.

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