Leadership
Meet Our Executive Team
OUR LEADERSHIP
Driving Innovation for Your Success
Meet our Executive Leadership Team who spearheads our People + Culture environment at Univeris. Their leadership and domain expertise guide Univeris to bring to market integrated, adaptive wealth management technologies to Canadian financial advisors in the credit union, banking, insurance, and investment dealer sectors. Together with our Univeris team members, we are continuously innovating and enhancing our proven wealth management platform to empower our customers with the latest technology and services so they can remain competitive and be ready for what comes next.
Carmine Tullio
President and Chief Executive Officer
Graeme Shiomi
Chief Technology Officer
Rob Young
Chief Financial Officer
Rich Owen
Vice President, Sales and Marketing
Ayal Amir
Vice President, Services and Customer Success
Jaime Bolivar
Vice President, Sales, Europe and Latin America
Raul Lacaci
Vice President, Research and Development
Carmine Tullio
President and Chief Executive Officer
Carmine founded Univeris in 1991. Previously named CTA Systemsource, the company started as an innovative mutual fund dealer system and has since grown to become a trusted leader in enterprise-level wealth management technology in Canada. Carmine’s strong commitment to innovation, corporate integrity, and delivering real value to clients has shaped Univeris into what it is today—a unique business and technology model with a distinct reputation for technology excellence, product reliability, and a strong focus on client service.
Carmine holds a Bachelor of Arts degree in economics from Wilfrid Laurier University.
Graeme Shiomi
Chief Technology Officer
As CTO, Graeme oversees software development and engineering practices at Univeris. In addition to development and quality assurance, he is responsible for Univeris Architecture, DevOps, and Release Management practices. Graeme has an impressive technology background that includes more than 20 years of experience in software application development and systems integration. Prior to joining Univeris, he successfully led digital and technology expansion efforts within the Canada Post Group of Companies.
Graeme is a graduate of McMaster University’s Engineering and Management program.
Rob Young
Chief Financial Officer
Rob joined Univeris in July 2020 and leads all aspects of finance and administration. Rob has worked with several software and technology companies in the Toronto area for the past 20 years. He has extensive experience growing and scaling companies and leading them to successful exits. SAP and CA Technologies are just two of the large public corporations which Rob has been involved with and helped grow.
Rob is a Chartered Public Accountant and holds a Bachelor of Commerce degree from the University of Toronto.
Rich Owen
Vice President, Sales and Marketing
Rich has more than 25 years of financial services experience with several major Canadian and multinational banks, asset managers, and technology firms. He has held senior roles in business development and technology implementation and was an investment advisor for several years. Rich has extensive experience in practice management and has been developing strategies and applications for business data and analytics for several years. His role with Univeris is leading the Sales and Marketing groups to build out the Canadian business and communicate the value that Univeris can deliver to wealth management businesses.
Rich holds a Master of Business Administration from York University.
Ayal Amir
Vice President, Services and Customer Success
Ayal joined Univeris in 2020 and is responsible for fostering client relationships, account management, client success, and support. Ayal leads a team that partners with clients to thoroughly understand their business processes and problems and to recommend a strategic roadmap for their wealth management solutions. Before joining Univeris, Ayal served as Director of Professional Services, Sales, and Customer Success at CA Technologies and as Director of Solution Delivery at Netcracker.
Ayal holds a Master of Business Administration from Edinburgh Business School.
Jaime Bolivar
Vice President, Sales, Europe and Latin America
Jaime is an accomplished international executive with a nearly three-decade career in the asset- and wealth-management industries. In 1999 he co-founded TechRules (acquired by Univeris) and helped to solidify its global position as a leader in financial advisory applications. At TechRules, Jaime led the development of award-winning front-office technology and oversaw platform integrations and international business development. Prior to that, Jaime spent nine years as Head of Product Development at Expert Timing Systems where he was responsible for developing quantitative asset-allocation methodologies to manage investment portfolios.
Jaime holds a Bachelor of Agricultural Engineering degree from Polytechnic University of Madrid and completed the General Management Program for executives at the IESE Business School, University of Navarra.
Raul Lacaci
Vice President, Research and Development
Raul joined Univeris’ executive team in 2022 after the acquisition of TechRules. He brings more than two decades of leadership and hands-on experience in platform technology, automation, and digital client experiences. As VP of R&D, Raul spearheads Univeris’ product-growth initiatives, ensuring market fit and benefits to clients. A prescient thinker, Raul co-founded TechRules in 1999, where he focused on developing game-changing financial solutions for investment professionals. He led the firm’s R&D activities, which were instrumental in growing the brand in Europe and abroad.
Raul received a Bachelor of Mining Engineering Technology degree from Polytechnic University of Madrid and completed the Directive Development Program for executives at the IESE Business School, University of Navarra.
