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Biography

A specialist in high net worth portfolio management, I serve as the Chief Investment Officer and President of the wealth management division for a large RIA with a national footprint. I specialize in the practical application of fintech and behavioral finance to enable smarter financial decision-making. I am also a CFA® charterholder and a self-taught programmer and quant utilizing Python and R.

Activity on QuantConnect

We are pioneering the radically future for open-source quant finance. QuantConnect is the world's largest quant community, empowering 220,000 quants with a framework, data, and infrastructure for their investments.