Last updated February 2026.

Most Recent Work

Building research, execution, and internal CRM tools for a wealth management investment firm — mostly Python data pipelines and dashboard applications for portfolio analytics. Spending a lot of time thinking about how LLMs can augment (not replace) analyst workflows.

Learning

I'm infinitely curious about how AI will become increasingly observable across all GICS sectors, and I continue to refine my criteria for what constitutes a resilient business model — one poised to be protected during AI-driven disruption across the market.

I stay up to date with emerging trends across hyper-growth names, as well as legacy businesses that have spent capital researching and developing products and services that are now, to some degree, AI-replaceable — and how that's likely to affect their top and bottom lines.

I'm also extremely passionate about technology itself, particularly in the field of agentic systems and agent-driven workflows. I believe this is where the real value behind AI for business will be unlocked.

Reading

• Machine Learning for Algorithmic Trading by Stefan Jansen

Side Projects

I'm still working on my screening application that I hope to one day release to the public — one that combines proprietary metrics to compare and analyze the universe of public equities.

I'm always interested in discovering new ways to leverage AI in the investment management industry: investment research, portfolio analytics, CRM, client reviews — with the goal of one day creating a full-stack investment advisory platform for retail investors.