Artificial Intelligence | AI Technology Solutions | FactSet
factset.comMy team built FactSet Mercury, the leading copilot for finance professionals. See video demo at link below.
Product leader with fintech and adtech background, ex-Google, ex-Microsoft. Co-founded and sold a software company to Thomson Reuters for $30M, grew an AI consulting practice from 0 to >$1Bn in 4 years. 20-year AI veteran, winner of three medals in model-building competitions. In a prior life, was a top-performing hedge fund portfolio manager.
I live near NYC with my wife and two daughters. I’m an avid reader, runner and tennis player, an amateur piano player and a retired chess player.
Key skills
● Executive: Business strategy, product strategy, product management, product design (design thinking) from initial concept through launch and scale, monetization and research commercialization, product architecture, service management (infrastructure), operations managing, six sigma, management consulting.
● Domain: Commercial banking, investment banking, card, real estate finance, planning and forecasting, insurance, fintech, online advertising (adtech), cloud, software as a service. Asset management: Quantitative finance, valuation, portfolio construction, trading, forecasting, monte-carlo simulation, pricing and risk models (VAR/ CVAR), performance attribution and decomposition, financial modeling, equity analysis, fundamental analysis.
● AI/ML: Data science, machine learning with R / Python, Neural networks with TensorFlow/Keras, PyTorch , natural language processing (NLP) with large language models (LLMs), OpenAI, ChatGPT. ONNX Runtime, HuggingFace Transformers, foundation models, hardware accelerators.
● Data: SQL query optimization. Spark. Data lifecycle: architecture, governance, enrichment, evaluation, mining. Report automation.
● web3: Blockchain, smart contract development, Decentralized Finance (DeFi), Ethereum, ERC20, web3.js, Moralis.
My team built FactSet Mercury, the leading copilot for finance professionals. See video demo at link below.
Co-founder and advisor of a stealth Generative AI start-up
Stealth mode
Mentor
The worldwide network that helps entrepreneurs succeed.
Head of AI
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
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Vice President, Artificial Intelligence
Portfolio Manager
Value oriented investment partnership
Engagement Manager
Inductis, an EXL Company, is a global professional services firm that helps large companies leverage the information age to make data-driven decisions through deep analytics. Inductis is a fully-owned but independently branded subsidiary of ExlService Holdings, Inc. and is headquartered at New Providence, NJ, United States. Inductis has a strong track record of helping leading companies strengthen their businesses with its unique mix of insightful strategy consulting, state-of the-science analytical capabilities and infrastructure, and dual-shore delivery model. Inductis is derived from inductive logic – proceeding from particular facts to a general conclusion – and from the Latin induco: to bring forward, to induce, to lead. We specialize in identifying high-impact problems and opportunities where we can generate results quickly, creating immediate and lasting value. We focus on value creation through our two practice areas: Management Consulting and Analytics Services. Our geographic spread across USA, India and Singapore enables us to work towards delivering high-end analytical solutions and services in a cost effective manner.
Associate
Inductis, an EXL Company, is a global professional services firm that helps large companies leverage the information age to make data-driven decisions through deep analytics. Inductis is a fully-owned but independently branded subsidiary of ExlService Holdings, Inc. and is headquartered at New Providence, NJ, United States. Inductis has a strong track record of helping leading companies strengthen their businesses with its unique mix of insightful strategy consulting, state-of the-science analytical capabilities and infrastructure, and dual-shore delivery model. Inductis is derived from inductive logic – proceeding from particular facts to a general conclusion – and from the Latin induco: to bring forward, to induce, to lead. We specialize in identifying high-impact problems and opportunities where we can generate results quickly, creating immediate and lasting value. We focus on value creation through our two practice areas: Management Consulting and Analytics Services. Our geographic spread across USA, India and Singapore enables us to work towards delivering high-end analytical solutions and services in a cost effective manner.