Meet the Cache Investment Team

A detailed Q&A with the people behind our funds.

Srikanth Narayan
Founder and CEO

Cache was founded to help tech employees make the most of their large stock positions.

As a former Uber employee, I personally experienced a gut-wrenching roller-coaster while the stock that made up most of my net worth moved up and down. I knew I had to diversify, but I was hit with giant tax bills every time I sold and reinvested.

That’s when my financial advisor introduced me to exchange funds. They were a great solution for the situation I was in, but hardly any of my friends knew about them. Along the way, I found that there is a whole class of products for large stock positions that aren’t available outside of private wealth channels. I founded Cache to bring these powerful products to more investors with concentrated positions.

Like many other fintech companies, we are entering an age-old market. However, we have an advantage over traditional firms: A fresh start to build our products from the ground up with a technology-forward approach (and without decades of organizational inertia). Here’s what we built in the last two years:

1. A modern brokerage platform for large stock positions, built by teams who’ve worked on world-class products at Robinhood, Uber, and Stripe.
2. A robust financial foundation, working with the world’s largest custodian bank (BNY Mellon) and a market-leading clearing broker (Apex).
3. A world-class investment team with deep experience managing exchange fund portfolios. Our team has decades of experience managing multi-billion dollar portfolios at Goldman Sachs, Eaton Vance, and others — including the largest exchange funds.

I'm especially proud of the thoughtful people and the investment experience we've brought together. Here’s an introduction to our talented investments team, their stories, and what drives their investing philosophies.

Meet the team

Christopher Lange
Head of Investments
Linkedin

“I received my undergrad from Yale and an MBA from Columbia. I started my career at Goldman Sachs, where I spent a decade or so in their Asset Management division, managing institutional portfolios and helping build their OCIO division. Later, I spent 6+ years growing a boutique investment manager, DGV Solutions L.P., serving as Managing Director, Head of Research and Portfolio Management. I joined Cache in early 2023 as the Head of Investments, jumping at the opportunity to join an exciting firm that offered real solutions to real investment problems.”

Michael Allison, CFA, CFP®
Investment Strategist
Linkedin

“Since graduating from the University of Denver, I’ve spent three decades as an investment professional, including over 20 years at Eaton Vance. As the Director of Equity Strategy Implementation, I helped build the industry-leading $40bn exchange fund franchise, as well as a $15bn equity option income franchise with a 50% market share. I’m excited to be helping bring an important investment vehicle to a whole new class of investors with Cache.”

What excites you most about Cache’s future?

Christopher Lange: When I connected with our founder Srikanth and the team, I was instantly drawn to Cache’s innovative approach to addressing a very real investment dilemma: How to empower individuals with large, concentrated stock positions to effectively manage their portfolios, understand the risks and opportunities with their concentrated stock, and educate themselves to make informed, prudent investment decisions.

I knew how badly the investment industry needed to transition to technology-forward solutions. I was – and continue to be – amazed at the talent, focus, and skill Cache’s engineers are using to democratize this corner of the investment industry. Having worked at both a large investment bank and a boutique investment manager, I saw that Cache’s technology-forward approach offers a streamlined investment offering that’s unique within the industry.

Michael Allison: I agree with all of that! It’s a wonderful opportunity for Cache to approach this issue with a blank slate. We’re focusing on broadening accessibility to exchange funds. At the same time, we’re also able to focus on the stocks that have and should continue to have great growth potential. Bringing a more accessible option to the list of exchange fund providers is the most fascinating opportunity of my career.

How did you get started in the industry?

Mike: As an undergraduate student, I did an independent study project where I programmed a bond calculator. I taught myself to program in the process. That project led to an internship with a boutique asset management firm, which in turn led to an opportunity with a larger asset manager, and ultimately to a 22-year career with Eaton Vance Management in Boston.

Christopher: I joined Goldman Sachs out of college, and I spent my formative investment years learning from some of the best investors in the business. Early in my career, it was a great place to learn about the importance of risk management, position sizing, and asset allocation, among myriad other considerations.

What should investors know about the people responsible for looking after their investments?

Mike: It’s important for investors to know that we have experience – not only in the investment management business but, more importantly, in the very specific realm of exchange funds. There aren’t many players in the industry. While Cache is a new entrant, our team brings decades of experience in the management of exchange funds.

Christopher: If there is one thing that has always stuck with me, it’s that managing portfolios means being a fiduciary for your investors. While investing requires taking risks and managing them appropriately, it is never far from my mind that I’m charged with making decisions that preserve (and deliver a return on) the capital someone has worked hard to earn. If we do our portfolio management job right, it should translate into a brighter future for our investors. I try to think about my role in those terms.