OS33, now in its 17th year of business, is a rapid growth SaaS company headquartered in New York City. Step into any of our offices and you’ll immediately feel the energy, spirit and dedication of our 200-person technology team that is purpose driven and focused on protecting the global economy through delivery of cutting-edge cloud security and compliance software for regulated financial firms in America.
Workplace by OS33 is now the market leading cloud security and compliance platform for investment advisory firms, broker dealers and insurance companies with independent agents, representatives and advisors.
Years in Business
Exclusive Focus on the Financial Services Industry
of the Largest Advisory Firms use Workplace Technology
of Client AUA Protected
Financial Services Institute Ambassador Sponsor
We are an experienced team that is driven by our commitment to deliver cybersecurity and compliance technologies that protect your business.
CEO & Co-Founder
David Matalon is the CEO, co-founder and Board Director of OS33, where he manages the company’s growing business and leads a team of more than 200 in their mission to help safeguard the financial industry’s most sensitive data through the implementation of Workplace, OS33’s market-leading cloud security and compliance platform.
David co-founded OS33 in 2002, and was previously CEO of Offyx, one of the first application service providers in the United States, with financial backing from IBM, Cisco, Oppenheimer and several venture funds.
David earned his undergraduate degree at NYU’s Stern School of Business and his master’s at Columbia University. He was born and raised in New York, and currently resides in Great Neck with his wife, four children and mother-in-law.
Morley Ivers is President and Board Director of OS33. He specializes in partnership and corporate development. Morley is known for his energetic and passionate approach to leadership and helping businesses mature quickly through the delivery of significant revenue growth.
A serial entrepreneur, Morley has two decades of experience focused on developing and leveraging technologies to solve problems. He views the protection of sensitive information and cybersecurity as some of society’s most pressing challenges.
Morley is a graduate of The Richard Ivey School of Business, is a proud Canadian, and now American citizen, and lives in NY with his wife and two sons.
Chief Product & Strategy Officer
Tom Sullivan is Chief Product and Strategy Officer of OS33. He is an accomplished senior product management executive and strategic business leader with nearly 20 years of experience optimizing best-in-class strategies to deliver market leading software solutions to the financial services industry.
Tom has a reputation for growing and managing high performance teams. He is a results-driven, inventive leader with a commitment to excellence. Tom began his career as a financial advisor before holding executive roles at Sparta Systems, Albridge Solutions, CBS MarketWatch and Dow Jones. He has also been a key contributor in the dramatic growth of several market-leading, private equity-backed companies.
Tom earned his B.S. from Villanova University and resides in NJ with his wife and daughter.
Chief Client Officer
Anthony Johnson is the Chief Client Officer who manages all aspects of the client journey, from implementation to customer success and service delivery.
As an accomplished senior executive with 25+ years of experience leading business growth within financial technology organizations, Tony has a strong track record of building high-performing teams and delivering a world-class client experience. Tony’s extensive background in the financial services marketplace includes executive roles at Albridge, Thomson Reuters, Pershing and Dow Jones & Co.
Tony holds a B.S. in Finance and MBA from Rider University and lives in PA with his wife and two sons.
Chief Technology Officer
Alex Osipov is Chief Technology Officer and has led software development, technical operations and cybersecurity efforts at OS33 for more than a decade. He is intimately involved in product and platform delivery.
Alex started his career by automating UNIX-based web hosting using open source tools and his focus as evolved to include distributed systems, cross platform development, desired state systems, data protection and cybersecurity.
Alex graduated from Stony Brook University, lives in NYC with his wife and daughter, and spends his free time pondering the future of cybersecurity and reading biographies.
Bill Vergantino is Senior Vice President, Sales and leads the firm’s efforts in the small and midsize business marketplace.
Experienced in various sales & organizational leadership roles in B2B software companies, Bill’s passion is building and participating, as part of a team, in the acquisition, retention and ongoing service of customers.
Bill graduated from the University of Delaware and lives in NJ with his wife, daughter and son.
VP, Partnership Development
Sam Attias is Vice President, Partnership Development and works closely with enterprise prospects and clients in the assessment of their cybersecurity and regulatory compliance needs. Sam has been an integral member of OS33’s team since 2010.
Sam has deep roots in the financial services industry, having held multiple roles at Lehman Brother including as a wealth advisor. Sam specializes in building strong relationships rooted in trust, respect and execution excellence, particularly with broker dealers, wealth managers and insurance companies.
Sam graduated from NYU’s Stern School of Business, is a proud father of four beautiful girls and lives in Brooklyn, NY.
CIO & Co-Founder
Jacob Kazakevich is a Co-Founder, serves as Chief Information Officer and is myopically focused on development and delivery of cybersecurity products to protect digital assets across the financial services industry.
Jacob has spent over 20 years building and managing cutting-edge technologies to solve critical business challenges.
Jacob graduated from the NYU’s Stern School of Business. He immigrated to the US in the early 90s and now lives with his wife and three daughters in Manalapan, NJ.
VP, Service Delivery & Deployments
John Certo is Vice President, Service Delivery and leads the company’s customer facing technical support teams.
With 27 years of industry and military experience, John brings accountability, structured and a can-do attitude to all tasks. John drives the continuous pursuit of high volume, high-quality customer support experiences.
John lives in NJ with his wife and three children and is an avid soccer fan and martial arts enthusiast.
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