Our story

Ballooning Nest Eggs was founded by a devoted aunt and digital media executive who noticed an opportunity: So many friends and family – from the moment their youngsters enter the world – seek to secure their financial futures. Yet they mostly all seem to be “going it alone,” by squirreling away paychecks into various investments. And, oh yes, often counting on (and secretly praying) the grandparents are doing done the same.

She recognized all the celebrations in youngsters’ lives offer a myriad of opportunities for the kids’ biggest champions – family and friends who adore those kids – to pitch in. Yet most are standing on the sidelines because asking for, and even giving, monetary gifts can make even the most socially-conscious adults cringe.

When we launch, Ballooning Nest Eggs will transform monetary gifting by providing parents with a thoroughly tasteful and modern way to corral their “person village,” and together to reach a meaningful common goal: securing and growing our youngsters’ long-term wealth. We’re the first platform to truly take the “funny out money” and turn the “awwwkward” into memorable “awwww” moments for everyone.

Our team
CEO and Founder: Amy Moses

Amy has spent 20+ years in media and entertainment at the intersection of consumer engagement and revenue optimization. Before this venture, she founded a boutique business development firm focused on driving incremental revenue for major TV networks and digital brands through creating multi-platform sponsorship, content marketing and partnership programs, and providing strategic guidance, from branding to cutting-edge digital content.

Previously, she headed up Turner Broadcasting’s largest ad sales marketing and sponsorship department (TBS), increasing annual revenue 25-fold to over $200 million annually. While there, she pioneered a branded entertainment model that today remains an industry standard.

She is the doting aunt to 5 spirited nieces and nephews, and seeks to inspire them to one day take the leap into the madcap startup world.

MBA: Columbia Business School.   BA: Cornell University.

Acting CTO: Warren Habib

Warren’s been working with technology for over 25 years and in internet startups since the late 1990s. He’s been CTO for four innovative tech startups (Everplans, XGraph, Fotolog, Solbright), three with highly successful exits. From 2008 to 2011, Warren was SVP, head of Online Platform Development, at MTV Networks, overseeing 400+ websites and apps.

MA: Columbia University.   BA: Stanford University.

Financial Services - Strategy and Operations: Bernard Chen

Bernie co-founded and runs Madison Consulting, a boutique firm specializing in operations, innovation, and risk management for leading financial firms, such as Merrill Lynch, JP Morgan, UBS and Morgan Stanley. Before that, Bernie held strategic positions in Global Investment Management and retirement services for Bankers Trust.

MBA: Columbia Business School (full scholarship).   BS and MS in Engineering: MIT.

Analytics and Product Development: Philip Taylor

Phil has run multi-billion dollar investment portfolios for banks and hedge funds, including Royal Bank of Canada and Bankers Trust. He also has developed financial analysis systems and firm-wide risk-management systems, and is registered as a supervisor responsible for the regulatory compliance of a full trading team. He serves as the Board Treasurer of the 9,000 member New York Society of Security Analysts and an Advisory Board Member of FinMason Inc. Phil creates apps for his kids in his spare time.

MA and BA (Hons) in Mathematics and Management, Cambridge University, UK.   Chartered Financial Analyst (CFA).

Social Media: Alpa Patel

Alpa most recently was Director of Digital Strategy and Analytics at ESPN. She acquired a background in research and marketing at Nielsen, Lever Brothers and Jupiter Media Metrix.

MBA: Columbia Business School.   BA: Brown University.

Board of Advisors
Nate Landau:

Product Development

Extensive product development and General Manager experience at numerous NYC-based startups, focusing on content and e-commerce. Co-founded and sold the acclaimed FoodRepublic.com, a content site for adventurous, discerning and passionate eaters. Currently, senior executive responsible for all digital and interactive products at Univision.

Ken Jackowitz:

FinTech Innovation

Leader in consumer-facing tech innovation in the financial services sector. Former SVP, head of Customer Innovation, for Bank of America and Merrill Lynch, covering all brands and channels within the firm. Executive in Residence / Research Affiliate, Center for Future Banking, MIT Media Lab.

Philip Farah:

FinTech Innovation and Financial Services Operations

Until recently, headed up Cisco’s global financial services consulting practice to optimize, often transforming, the tech-based performance of leading financial firms. Previously, a Director at Capital One Financial and a consultant at McKinsey.

Helen Jonsen:

Content and Audience Development

Extensive background creating content synergies and strategy across video, online, mobile and social media platforms. Former editor-in-chief of Howdini.com (Touchstorm) and head of digital for Working Mother Media.

Howard Greenstein:

Social Media and Tech Apps

Marketing technology strategist to start-ups looking to ramp up their online communities, social networking, and content. COO of Domainskate.com. Contributing Editor (The Start-Up Toolkit) for Inc. Magazine.