CFA charterholder. Financial research & equity analysis. Building AI-powered tools that automate research workflows, track markets, and run 24/7.
CFA charterholder working in financial research and equity analysis. Based in Minneapolis — passionate about applying AI and autonomous systems to investment workflows, from fundamental analysis to overnight research automation.
When not digging into financial models, I'm building a personal AI infrastructure: multiple agents running 24/7 handling equity research, financial data analysis, voice commands, scheduling, and automation. Three AI models. Five communication channels. One unified platform.
Outside of work — skiing, traveling through Italy, exploring the desert light of New Mexico, or on the golf course.
Claude Opus — full tool access, calendar, reminders, web search, file management, nutrition tracking, voice commands. The main brain that orchestrates everything.
GPT-5.3 via Signal messenger — a second AI brain accessible from any phone. Chat-only, sandboxed, no system access. Quick questions on the go.
Ollama running on-device — completely private inference that never leaves the machine. Multiple models available for different tasks.
"Hey Siri, message Mac" → AI processes → response delivered to phone. Hands-free, from anywhere.
