With 20+ years across brokerage, asset management operations, and trade surveillance, I've had the chance to learn how different corners of financial services work from the inside out. That breadth gives the ability to connect the dots across businesses and help others see the bigger picture. I earned my CFA charter along the way and have a deep passion for product leadership: building platforms and tools that make this industry better for the people it serves.
As AI reshapes financial services, I'm exploring how it will change the way traders and advisors construct portfolios, serve clients, and think about risk. I believe that individual investors and traders can learn to be their own portfolio managers, and that AI will be instrumental in that pursuit. This site is where I share what I'm learning, building, and thinking about as that future takes shape.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.