Opto Investments appoints Justin Mills as Principal Product Manager and Rachel Hallock as Head of Design. October 27, 2026 2:20 pm Product and design leaders from BlackRock and Carta join as Opto designs better tools for building, executing, and servicing private investments NEW YORK, October 27, 2026-(BUSINESS WIRE)-Opto Investments ("Opto"), a private markets outsourced chief investment officer (OCIO) for wealth management firms, family offices and institutional investors, today announced the appointments of Justin Mills, CFA, as Principal Product Manager and Rachel Hallock as Head of Design. Their work will help make Opto's platform simpler, faster and more personalized as advisors and CIOs scale their private markets offerings. Opto's experienced investment management team helps firms build, execute, and service private markets programs. As alternative investments have become a core component of client portfolios, allocators are taking on the complexity that comes with them, from due diligence to ongoing reporting. With these hires, the firm is advancing a platform that helps users spend less time on manual work and more time on the investment decisions that matter to their clients. Mills will lead efforts to streamline and advance Opto's technology products. His first priority is extending the core platform to make onboarding new clients easier and more tailored to their specific requirements. He brings decades of experience in technology and alternative investments, beginning with 15 years at Quellos Capital Management, later acquired by BlackRock. There, he owned the risk, research and quantitative analytics products that supported more than $80 billion in hedge fund, private equity and real assets. He went on to build product and program teams at Smartsheet during its high-growth years. Hallock will lead design across Opto's platform, from the app CIOs and advisors use to bring clients into private markets to the tools Opto's own team runs on. She brings more than 14 years of experience in product design and financial technology, beginning with five years at DesignMap. She went on to Carta, where as Director of Product Design, she led design for its Fund Administration portfolio as it scaled from 300 firms to 4,000. "Justin has spent years building technology for investment firms and deeply understands the complexity of getting a client from interested to invested," said Dan Piehler, Head of Product at Opto. "Rachel has designed fund software used by thousands of firms and knows how to make complex financial information feel simple. Together, they'll help our partners launch new programs faster, onboard clients with less friction, and make private investments as easy to follow as anything else in a client's portfolio."

Opto Investments, a private markets outsourced chief investment officer for wealth managers, family offices and institutional investors, has appointed Justin Mills as principal product manager and Rachel Hallock as head of design. The New York company announced the hires on October 27, 2026. Mills will first extend the core platform to make client onboarding easier and more tailored. He spent 15 years at Quellos Capital Management, later acquired by BlackRock, and later built product teams at Smartsheet. Hallock will lead design across the platform. She was director of product design at Carta, where she led design for its Fund Administration portfolio as it grew from 300 firms to 4,000. Chief executive officer Ryan VanGorder said the hires will help advisors act with confidence on private markets opportunities.