ABOUT CACHETECH
Empowering Financial Firms with Innovation & Expertise
At CacheTech, we help financial firms optimize operations, maintain compliance, and enhance investment and trading strategies. With decades of industry experience, we bridge the gap between cutting-edge technology and the complexities of financial management—so you can focus on growing your firm with confidence.
Our Mission
We believe that financial firms should have access to the best technology and expertise to operate efficiently, stay compliant, and scale with ease. Our mission is to provide seamless, customized solutions that reduce operational burdens and empower firms to achieve sustainable success.
What We Do
Operations & Compliance
From back-office support to regulatory compliance, we ensure that your firm runs smoothly and meets industry standards without unnecessary stress.
Investment & Trading Solutions
Our team provides expert guidance and technology-driven solutions to optimize investment management and trading workflows, ensuring efficiency and performance.
Strategic Consulting & Technology Integration
We help firms leverage the right tools, data, and technology to streamline operations and improve decision-making.
Why CacheTech?
- Industry Expertise – Our team brings deep financial sector knowledge to every solution we craft.
- Tailored Solutions – We don’t believe in one-size-fits-all. Every firm is unique, and so are our approaches.
- Technology-Driven Efficiency – We integrate innovative technology to enhance workflows and reduce complexity.
- Client-Centric Approach – Your success is our priority. We work as an extension of your team to drive results.
MEET THE TEAM
Cormac Murphy, CFA
Chief Investment Officer & CEO
As CEO of CacheTech, Cormac leads the firm’s mission to streamline financial operations through technology-driven solutions. A CFA Charterholder with a master’s in Economics from the University of Colorado Denver, he brings deep expertise in investment management, compliance, and trading. Before founding CacheTech, he spent a decade at Charles Schwab managing a $4 billion global tactical asset allocation strategy. Originally from Flagstaff, Arizona, Cormac is also an avid backcountry skier, often starting his mornings in the mountains before diving into the world of financial innovation.
Arun Balasubramaniam, CFA
Managing Director- Investment Management & Chief Technology Officer
As CacheTech’s Managing Director of Investment Research & Technology and Chief Technology Officer, Arun brings deep expertise in portfolio management, investment research, and technology strategy. Before joining CacheTech, he led investment management and technology strategy at Schwab’s high-net-worth advisory platform, overseeing $160 billion in AUM. He also held key roles in quantitative investing at Wellington Management and Acadian Asset Management. A CFA Charterholder, Arun holds an S.M. in Engineering and Management from MIT, along with advanced degrees in Telecommunications and Electrical Engineering.
David Kastner, CFA
Managing Director - Chief Investment Strategist
David specializes in advising clients and managing portfolios, serving as the bridge between wealth management and investment strategy at CacheTech. With 25 years at Charles Schwab—where he led market analysis, tactical asset allocation, and ETF selection—he brings deep expertise in portfolio management and risk assessment. A CFA Charterholder with a degree in Economics from the University of Kansas, David is passionate about simplifying complex market insights for clients. Outside of work, he enjoys mountain biking, skiing, and spending time with his wife, children, and grandchildren.
Bruce Bischoff
Chief Revenue Officer
As Chief Revenue Officer at CacheTech, Bruce leads the firm's sales, marketing, and growth initiatives. With 30 years of experience—11 at Orion spearheading sales for their RIA and FinTech platform and 19 in the medical device industry—he brings a deep understanding of business development and strategic expansion. He holds Series 7, 63, and 65 licenses. Outside of work, Bruce enjoys traveling with his family, scuba diving, waterfowl hunting, and beekeeping.
Tong Bai, CFA
Trading Specialist
As a Trading Specialist at CacheTech, T brings expertise in trade execution, automation, and market strategy. Before joining CacheTech, he worked at Charles Schwab as a Trading and Support Specialist, implementing system automations, and at TD Ameritrade, guiding new clients in financial planning. Originally from Hankou, China, T studied Agricultural Economics at the University of Nebraska–Lincoln and is a CFA Charterholder. In his free time, he enjoys studying history, technology, and philosophy, as well as practicing archery and calligraphy.
Connor Murphy
Managing Director, Trading and Operations
As Managing Director of Trading & Operations at CacheTech, Connor brings over a decade of experience in trading, portfolio management, and operational efficiency. Previously, he spent 11 years at Charles Schwab, where he led trading and trade support teams, managed SMA programs, and streamlined operations through technology and process improvements. With a strong background in trading integration and risk management, Connor ensures seamless execution and efficiency in CacheTech’s trading and operational strategies. Outside of work, he enjoys skiing, mentoring, and exploring the outdoors.
Let’s Work Together
At CacheTech, we’re here to help your firm stay ahead in an ever-evolving financial landscape. Whether you need operational support, compliance solutions, or investment and trading expertise, we have the tools and knowledge to make a difference.
Contact us today to see how CacheTech can transform the way you advise.