Leadership of SCGK & Co

Named individuals, accountable for the numbers. The team that holds the standard.

SCGK & Co publishes its leadership by name. Each principal answers for a defined part of the program — the research, the standards, the design, and the figures themselves. Their brief biographies follow.

01 · The Principals

Brief biographies of the named principals.

Education, appointments, and the specific responsibility each principal carries at the firm.

Alexandra R. Whitmore

Founding Principal & Chief Executive

Alexandra R. Whitmore founded SCGK & Co to bring the operational discipline of institutional technology leadership to the household ledger. She spent more than twenty years as a Chief Information Officer at JPMorgan Chase, where large-scale budgets, vendor contracts, and recurring platform costs are reviewed line by line — and where she learned that most waste hides in plain sight, in agreements nobody rereads. She sets the firm's review standards and reads every published report before it ships to members.

Chief Information Officer, JPMorgan Chase · 20+ years

Full Biography

Jonathan P. Ellsworth

Principal & Head of Research

Jonathan P. Ellsworth designs the research behind the firm's clarity methodology — the spending-taxonomy, savings benchmarks, and scoring instruments members use to audit their own households. He spent a decade in fixed-income research, where he learned to distrust any number that cannot show its source. He signs off on every benchmark the firm publishes.

A.M., Harvard University · Former research fellow, Boston

Full Biography

Dr. Helena M. Voss

Chief Investment Officer

Dr. Helena M. Voss holds the firm's content to its published standards. A behavioral economist by training, she studies why intelligent households tolerate wasteful recurring charges for years — and designs the program elements that overcome that inertia. Every module, report, and disclosure the firm issues passes her review before release.

Ph.D., University of Zurich · Behavioral economics

Full Biography

Marcus D. Whitfield

Director of Program Design

Marcus D. Whitfield translates the firm's research into the member experience — the case-study curriculum, the guided audits, and the quarterly review cycle. He began his career teaching financial literacy in public schools, where he saw what happens when institutions explain money badly. He tests every program element with real households before it becomes curriculum.

Ed.M., Harvard Graduate School of Education

Full Biography

02 · Governance Structure

The firm, tier by tier.

Six tiers of governance and delivery — from the Supervisory Board that reviews the firm's published figures to the professionals who serve members directly.

Supervisory Board

3 members

Independent oversight of standards, risk, and member outcomes. The board reviews the firm's published figures and holds executive leadership to account.

Katharina Reinhardt

Chair of the Supervisory Board

Anders Lindqvist

Member, Supervisory Board

Beatrice Ashworth

Member, Supervisory Board

Board of Directors

5 members

Strategy, capital allocation, and accountability to members. The board approves the service register, the plan architecture, and the firm's review standards.

Alexandra R. Whitmore

Chair, Board of Directors

Jonathan P. Ellsworth

Director

Dr. Helena M. Voss

Director

Henrik Dahlberg

Independent Director

Cornelia Vasseur

Independent Director

III

Executive Leadership

5 members

Firm-wide execution. Leadership owns the publication cycle, the clarity methodology, and the standard every member-facing report must meet.

Alexandra R. Whitmore

Founding Principal & Chief Executive

Jonathan P. Ellsworth

Principal & Head of Research

Dr. Helena M. Voss

Chief Investment Officer

Marcus D. Whitfield

Director of Program Design

Nathaniel P. Grey

Chief Operating Officer

Senior Management

8 members

Division leadership. Senior managers run the service divisions and answer for their delivery, quality, and member outcomes.

Isabelle Marchetti

Head of Member Services

Rupert Kestrel

Head of Advisory Operations

Priya Raghunathan

Head of Data & Reporting

Stefan Baumann

Head of Subscription Analysis

Lucia Ferreira

Head of Program Delivery

David Okafor

Head of Billing & Payments

Miriam Adler

Head of Compliance

Tomas Horak

Head of Technology

Management

12 members

Desk and team managers. Managers run the daily delivery surface — including the six advisory teams that serve members inside the portal.

Annelise Berg

Manager, Household Clarity Advisory

Rajiv Menon

Manager, Bill & Subscription Advisory

Sofia Castellanos

Manager, Savings & Goal Advisory

Gabriel Almeida

Manager, Program Guidance Advisory

Vivienne Sato

Manager, Household Strategy Advisory

Petra Novakova

Manager, Member Support Advisory

Felix Ackerman

Manager, Concierge Services

Nadia Farouk

Manager, Quarterly Reviews

Oliver Brenner

Manager, Brief Newsletter

Camille Duret

Manager, Membership Operations

Jens Halvorsen

Manager, Enterprise Partnerships

Ingrid Solberg

Manager, Careers & People

Professionals

20 members

The analysts, advisors, and specialists who prepare the reviews, maintain the benchmarks, and serve members directly.

Lena Brandt

Analyst, Household Clarity

Matteo Ricci

Analyst, Bill Audits

Amara Nwosu

Analyst, Savings Evidence

Jonas Weber

Analyst, Program Curriculum

Celeste Marceau

Analyst, Quarterly Reviews

Dmitri Volkov

Advisor, Subscription Cleanup

Hana Kimura

Advisor, Bill Reviews

Elliot Frasier

Advisor, Member Concierge

Rosa Delgado

Advisor, Member Support

Nikolai Petrov

Advisor, Household Strategy

Aisha Bello

Advisor, Savings & Goals

Emil Dvorak

Advisor, Program Guidance

Alistair Moore

Specialist, Clarity Scoring

Freya Nilsen

Specialist, Data Quality

Mateo Silva

Specialist, Payments Operations

Greta Hoffmann

Specialist, Compliance Review

Yusuf Demir

Specialist, Portal Experience

Bianca Rossi

Specialist, Content Standards

Anton Reznik

Specialist, Research Benchmarks

Claire Fontaine

Writer, Member Education

Portraits are illustrative. Governance titles describe the firm's operating structure; SCGK & Co is not a financial advisor, broker, or fiduciary, and no governance role alters the educational scope of the firm's services.

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