Our Team
People who have been where you're going.
Our team brings deep, working knowledge across finance, technology, and applied AI — not as separate practices, but as a single group that speaks both languages fluently. When you engage with ClearPath, you get practitioners who have sat in the roles your problems come from.
Adriana Solis
Senior Financial Analyst
Adriana is a data-driven financial analyst who translates complex financial data into clear, actionable strategy. She previously worked in institutional equity research before bringing her analytical rigor to ClearPath's advisory practice. She covers financial modeling, KPI frameworks, and the metrics that actually matter for business growth.
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Catherine Reeves
Senior Tax Strategist
Catherine specializes in tax planning and compliance for small and mid-sized businesses. With a background in corporate tax at both public accounting firms and in-house finance teams, she brings a dual perspective that helps clients minimize liability while staying fully compliant. She writes about tax strategy, regulatory changes, and what business owners consistently overlook.
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David Okafor
Director of Accounting & Assurance
David is a CPA with 12 years of experience in financial reporting, regulatory compliance, and audit preparation. He previously managed assurance engagements at a Big Four firm before joining ClearPath to build a more client-centered practice. He's passionate about making accounting accessible and helping business owners actually understand their numbers.
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Grant Ellison
Managing Director, Financial Advisory
Grant leads ClearPath's strategic financial advisory practice. With an MBA from Wharton and 18 years in corporate finance and M&A advisory, he helps growth-stage companies navigate capital planning, cash flow optimization, and strategic positioning. His writing focuses on the financial decisions that separate companies that scale from those that stall.
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Kavita Sundaram
Senior Solutions Architect
Kavita is a full-stack technologist with deep expertise in cloud-native architecture, API strategy, and systems integration. She holds AWS and Azure certifications and has delivered digital transformation projects across healthcare, manufacturing, and financial services. She writes about the practical side of technology adoption — what works, what doesn't, and what's worth the investment.
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Neil Bailey
Principal Enterprise Architect
Neil is a principal enterprise architect with 30 years of software engineering experience, specializing in digital experience platforms and web content management systems. He has led some of the largest CMS implementations in the world across pharma, healthcare, banking and financial services, consumer packaged goods, travel, and insurance — working primarily with commercial platforms like Sitecore and Adobe Experience Manager, with additional depth in WordPress, Drupal, and Liferay. He writes about the architectural decisions behind enterprise content platforms — CMS selection, replatforming strategy, and the patterns that separate the implementations that compound from the ones that get rebuilt every five years.
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Raymond Tse
Chief Technology Officer
Raymond brings over 15 years of experience leading enterprise technology transformations. Before joining ClearPath, he architected cloud migration strategies for Fortune 500 companies and led engineering teams at two successful SaaS startups. He specializes in helping mid-market businesses modernize their technology infrastructure without disrupting operations.
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