Innovators. Engineers. Defenders of data.Smiley face


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


Financial Firms

Exclusive Focus on the Financial Services Industry


of the Largest Advisory Firms use Workplace Technology

$700 Billion+

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.

Executive Team

David Matalon

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


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.

Tony Johnson

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.

Ho Chin

Chief Financial Officer

Ho is Chief Financial Officer and oversees the Finance and Administrative functions at OS33. Ho thrives on creating effective partnerships with various stakeholders within growing organizations.

Ho has held various financial and operations leadership positions in Public and PE/VC funded companies, including Honeywell and PwC.

Ho holds a B.S. in Accounting from the Pennsylvania State University and an MBA from the Wharton School of Business at the University of Pennsylvania.

Alex Osipov

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

SVP, Sales

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.

Sam Attias

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.

Jacob Kazakevich

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.

John Certo

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.

John Korber

Director, Customer Success

John Korber is Director, Customer Success. He leads the team of Customer Success Managers and is responsible for creating positive outcomes for all customers using Workplace.

A veteran leader in the financial services industry, John thrives at the intersection of people, business, and technology. Most recently, he served as the Head of Technology for Symmetry Partners, an investment manager and service provider to independent broker dealers and RIAs.

John holds a B.S. in Computer Science from Tufts University and an MBA from the University of Connecticut School of Business and lives in CT with his wife and four children.

John DeVincent

VP, Marketing

John DeVincent is Vice President, Marketing, where he manages the company’s marketing efforts.

With over 20 years of financial services and marketing experience, John devises and executes strategy to expand market presence and brand awareness. John ran marketing at Docupace and performed a key executive role in the launch of eMoney, critically navigating the company’s marketing efforts up through its acquisition by Fidelity.

John was born in Philadelphia, graduated from LaSalle University School of Business, has two daughters and currently resides in NYC.

Hitesh Anklesaria

VP, Product Management

Hitesh Anklesaria is Vice President, Product Management and is responsible for all aspects of product management, including product strategy, development and launch.

With over 20 years’ experience in cybersecurity across many industries, Hitesh most recently built consumer security products for Verizon Wireless, and has held consulting positions focused on risk, compliance and security solutions.

Hitesh holds a M.S. in Computer Science from New York Institute of Technology, resides in NJ with his wife and two daughters and is an avid reader of thriller novels.

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