Cybersecurity, Marketing & Compliance in the Age of AI

John is CEO of JFX, LLC, which provides virtual CISO and cybersecurity advisory services for companies in the financial sector and other industries. John worked for many years in trading, technology and operations roles in the derivatives industry, including at O’Connor & Associates, UBS, CME, and Rosenthal Collins, and currently serves as Lead Investor and Chair of the Advisory Board for WitFoo Inc., a cybersecurity software company. 

John has an engineering degree from Northwestern University, an MBA from London Business School, and a Masters in Computer Science from University of Chicago as well as CISSP and QTE certifications. He is co-inventor on some obscure financial-technology patents, and authored “Information and Cyber Security for the Futures Industry” (Lothian, 2017), “How to Hedge Against Cybersecurity Risks” (Stout, 2018). He has served on multiple Local School Councils (Chicago Public Schools) and as a NIBA Advisory Board member.

Joshua Iverson, FRM, is a financial risk management executive with more than 15 years of experience spanning investment risk, derivatives, clearing, quantitative modeling, and financial markets. He currently serves as Chief Risk Officer at Cboe Clear U.S., where he leads risk management across a regulated clearing organization supporting derivatives and digital-asset markets.

Joshua specializes in developing and enhancing quantitative risk frameworks, including market risk, stress testing, liquidity risk, and portfolio analytics. His experience encompasses equities, options, futures, and other derivatives, with a particular focus on translating complex quantitative analysis into practical risk management and governance decisions.

He has extensive experience working at the intersection of quantitative risk, clearinghouse operations, regulatory requirements, and enterprise risk management. He holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals and has pursued graduate-level coursework at the University of Chicago in data engineering, statistics, Python for data science, and artificial intelligence and machine learning.

Based in Chicago, Joshua brings a combination of quantitative expertise, financial-market knowledge, regulatory perspective, and senior-level risk leadership to the management of complex financial risks.

Skip Shean is Head of Marketing at DriveWealth, the embedded investing and brokerage infrastructure platform powering more than 100 broker-dealer and fintech partners. He brings over 20 years of experience in derivatives and brokerage marketing to the role. Previously, Shean was head of marketing at TradeMonster, an online options brokerage later acquired by E*TRADE. Earlier, Skip was VP of Marketing & Business Development at optionsXpress. Between those roles, he led 16Wells, a marketing consultancy serving equity, options, and futures brokerages, for more than a decade. Shean holds an MBA in Finance and Strategic Management from the University of Chicago Booth School of Business and a BA in History and Journalism from Baylor University.