I'm Head of Applied AI at Caspian, where I build the systems that turn trade compliance into recovered capital. I also invest in and advise founders across fintech and robotics.
Before Caspian, I was a private equity investor at Tower Three Partners, an operationally focused middle-market firm. I worked on diligence, value creation, and portfolio operations.
Earlier I was at Bank of America Securities, in the mergers and acquisitions group of its investment banking division. I hold an MBA from Carnegie Mellon's Tepper School of Business.
Finance AI, on how artificial intelligence is reshaping private equity and the investing world.
The three books I'm reading right now.
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The view from Mount Washington is Pittsburgh, where the three rivers meet. I did my MBA there, at Carnegie Mellon's Tepper School, and worked on MoonRanger, a micro-rover that CMU, Astrobotic and NASA built for the Moon's south pole.
I skied Whitefish Mountain in Montana in January 2024. Japan came in March 2025: a hike on Miyajima, then Kyoto after dark under the lanterns.
I read history and follow geopolitics.