Builder · Investor · Educator
I connect institutional finance, modern technology, and applied AI—building the systems businesses need today and the curiosity the next generation needs tomorrow.
01 / THESIS
I work at the intersection—where markets, data, software, and human judgment become durable operating advantage.
02 / CAPABILITIES
From the investment thesis to the data pipeline to the AI agent that acts on it.
Portfolio construction, ETF mechanics, derivatives, trading, quantitative research, and risk—grounded in two decades of real market experience.
Modern foundations that connect scattered operations: cloud, databases, secure pipelines, dashboards, integrations, and ongoing support.
AI that leaves the demo and enters the workflow—agentic systems, retrieval, local models, orchestration, and measurable automation.
Hands-on pathways that help young learners become creators through coding, robotics, AI, drones, and ambitious project-based learning.
03 / THE OPERATING MODEL
Map the business, constraints, risk, and highest-value opportunities.
Unify data, systems, software, and the workflows people actually use.
Add AI, agents, analytics, and decision support where they earn their place.
Measure outcomes, support the system, and expand what works.
04 / VENTURES
Equip organizations and people to see further—and build what comes next.
VIDENT / 01
Data pipelines, cloud systems, databases, business intelligence, modern web platforms, integrations, and the ongoing technical support that turns fragmented tools into a reliable foundation.
Learn more →VIDENT / 02
Use-case discovery, agentic workflow design, automation strategy, finance and risk intelligence, model selection, knowledge systems, and practical implementation—designed around measurable business outcomes.
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SATORI ONE / 03
A next-generation learning environment where students move from technology consumers to confident creators through STEM, robotics, programming, artificial intelligence, and drone systems.
Learn more →05 / ABOUT
My background spans more than 20 years in portfolio management, trading, derivatives, quantitative research, and institutional risk. As a CFA charterholder and former senior ETF portfolio manager, I managed complex investment strategies—and built the dashboards, data pipelines, monitoring tools, rebalance workflows, and reporting infrastructure behind them.
That same systems mindset now drives my work in applied AI: practical, secure, measurable, and built around the way a business actually operates. Outside work, I’m a husband, father of twins, community volunteer, baseball coach, and a relentless believer that children should learn to create with technology—not merely consume it.
06 / LET’S BUILD