CFA charterholder. Financial research & equity analysis. Building AI-powered tools that put financial workflows on autopilot.
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.
Outside of work — skiing, traveling through Italy, exploring the desert light of New Mexico, or on the golf course.
Automated equity research pipelines that run overnight — pulling data, generating analysis, and surfacing insights by morning. CFA rigor meets AI efficiency.
Helping businesses automate repetitive workflows with custom AI — from customer support chatbots to invoice processing. Built on dedicated local infrastructure.