About Us

Pivotdata was founded in 2014 and is comprised of experienced technology and financial executives with years of experience developing investment data management solutions for a wide range of investment management firms from family offices to large institutional money managers.


Nicholas J. Zagaroli

General Partner - Chief Architect

Nicholas Zagaroli is a founding member of PivotData and the General Partner. Nicholas has over 20 years of hands-on leadership experience in the design and implementation of investment data management solutions in the financial services industry. He is an expert in the integration, conversion, implementation of accounting, billing, order entry, and asset management systems. Most recently, Nicholas served as the Chief Data Architect for Data Agent, a leading data management solutions provider to the investment community. Nicholas has also developed and implemented a number of private label asset systems for national deployment at AT&T and CitiGroup.

Nicholas holds a Bachelor of Science with a minor in History from the University of California at Berkeley. Nicholas also holds a number of certifications in Six Sigma and Microsoft SQL Server.


Steve Buck

Partner - Head of Operations

Steve is a founding member of PivotData and brings over twenty-five years of senior management experience in the financial services, technology and publishing sectors to the PivotData team. Steve’s financial services experience includes startup consulting to major credit card operations, bank mergers and acquisition, thrift valuations, online payments and private funds. In addition to his work in financial services Steve has lead a number of turnaround projects in the publishing and non-profit industries. Steve also led the design and successful launch of one of the industry’s first FORM PF solutions for the Hedge Fund industry.

Steve holds an MBA and a BS in Architecture both from the University of Tennessee.


Tao Zhang

Partner - Senior Engineer

Tao is a founding member of PivotData and brings over five years of hands on database design and data management experience to the team. Most recently, Tao served as a Database Engineer with Confluence in their Berkeley, CA office. Tao brings a strong background in ETL processes including, mapping, analyzing, managing and loading structured and unstructured data. While at Confluence Tao lead several projects involving database engineering including data modeling and database design.

Tao holds a Master of Science in Management Information Systems from Utah State University, with honors, an MBA from Nankai University, TianJin, China and a Bachelor of Engineering, Industrial Automation from ZhengZhou University, ZhengZhou, Henan, China.