Business · Companies · 5 hrs ago
Opto Investments adds product and design leaders
Opto Investments appointed Justin Mills and Rachel Hallock to technology leadership roles as it develops its private-markets platform.
The company serves wealth management firms, family offices and institutional investors.
Mills will focus on making client onboarding more efficient and flexible, starting with improvements to Opto’s core platform.
Hallock will lead design across client-facing apps and internal systems, aiming to make complex investment processes easier to use.
Private-market investments can involve extensive paperwork, administration and reporting, creating extra work for firms and their clients.
Opto aims to reduce that manual work as more investors add alternative investments to their portfolios.
The company says the new hires will help advisors and investment teams manage these programs; no further next steps were announced.
Opto Investments appointed Justin Mills, CFA, as principal product manager and Rachel Hallock as head of design.
The appointments expand the company’s technology leadership as it develops its private markets platform.
Mills will focus first on making client onboarding more efficient and adaptable.
Hallock will lead design across client-facing applications and internal systems.
Opto says the hires will help advisors and investment teams manage private markets workflows.
- Who
- Opto Investments; the appointees are Justin Mills and Rachel Hallock.
- What
- Opto appointed Mills as principal product manager and Hallock as head of design.
- When
- October 27, 2026.
- Where
- New York, according to the press release.
- Why
- To advance Opto’s private markets platform and improve onboarding, workflows and design.
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- Justin Mills
- Principal product manager
- Rachel Hallock
- Head of design
- Mills at Quellos
- 15 years
- Quellos products supported
- More than $80 billion in investments
- Hallock at Carta
- Product design director; fund administration portfolio grew from 300 firms to 4,000
3 sources
What people are saying
Justin has spent years building technology for investment firms and deeply understands the complexity of getting a client from interested to invested.
Rachel has designed fund software used by thousands of firms and knows how to make complex financial information feel simple.