Professional Experience
Global Head of Wealth Product Management
Oct 2024 – PresentMSCI Inc. • Boulder, CO
Global provider of investment decision support tools; $2B+ revenue, 6,000+ employees
- Scaled platform from $500B → $3T+ AUM across 20+ countries by delivering MSCI's first cloud-native enterprise platform with 4 global deployments respecting regional data privacy laws.
- Piloted OKR-based "CORE Teams" across Fortune 500 enterprise, achieving 100% goal clarity and 95% reduction in manual reporting—10% of organization adopted within first quarter.
- Led 23-person team ($4M budget) to onboard first enterprise banking client across 2 continents within 12 months, transforming platform from independent advisors to highly-regulated institutional banking.
Executive Director, Wealth Management Product
Jan 2024 – Oct 2024MSCI Inc. • Boulder, CO
- Secured $5M+ investment and CTO mandate for enterprise AI tools by demonstrating 15% productivity improvement across all teams and 5× velocity gains for select teams among 4,000+ engineers.
- Built LLM-powered research platform enabling non-technical users to access institutional-grade analytics, driving $1M → $3M ARR growth.
- Achieved 300% YoY adoption growth by designing generative workflows that reduced time-to-insight from hours to minutes.
- Delivered quarterly C-suite presentations on product roadmap and AI strategy, securing continued GenAI investment and alignment across global organization.
Co-Founder & Chief Operating Officer
Jan 2017 – Dec 2023Fabric • Boulder, CO
0-to-1 wealth management analytics platform; raised $7.5M, acquired by MSCI
- Co-founded and scaled from concept through acquisition, closing clients representing $500B+ AUM with 95% retention rate.
- Raised $7.5M in venture funding and validated $50B+ TAM by conducting 300+ customer interviews and building rapid prototypes.
- Achieved <2 hour implementation time (vs. months for competitors) by making institutional-grade analytics accessible without requiring PhD-level expertise—one client grew 12× from $16B → $200B AUM.
- Developed initial platform (Python, TypeScript/React, Go) and led product, engineering, and design teams through enterprise pilots and launch.
- Delivered 300+ technical presentations to C-suite executives, institutional investors, and enterprise clients across wealth management industry.
Early Career
2010 – 2018Biotech Hedge Fund • Healthcare SaaS • Advanced Laser Manufacturing
- Investment Analyst, Ikarian Capital (2016–18): Built proprietary risk analytics tools for biotech hedge fund, enabling real-time portfolio assessment and reducing concentration risk by 50%.
- Product Intern, HealthMEDX (2015): Led onboarding redesign for healthcare SaaS platform, reducing customer time-to-success by 50% and training costs by 30%.
- Engineering Intern, KMLabs (2010–14): Prototyped software/hardware integrations and optimized ultrafast laser systems for advanced manufacturing applications.
Projects & Current Ventures
Current Explorations
2023 – PresentAn experimental initiative designed to ignite human agency. Prototyping the infrastructure of a post-app world where software orchestrates outcomes and liberates human potential.
- The Prometheus Group (goprometheusgroup.com): The lab for these experiments, with the goal of unifying financial, health, and career agency into a single "operating system" for life.
- Forge (goforgeit.com): Stress-testing agent autonomy. Exploring user experiences that allow non-technical individuals to forge complex, multi-agent workflows, empowering more people to build and scale their own organizations.
- Accumulate (goaccumulate.com): Prototyping value-aligned financial stewardship. Investigating if an AI can understand your values well enough to make financial trade-offs that increase your agency, aiming to increase the number of individuals on a clear path to personal financial freedom.
- Vitalis: Experimenting with programmable health protocols. Transforming static expert knowledge into executable code, with the goal of enabling individuals to achieve optimal health and performance through personalized protocols.
Let's work together
Interested in discussing opportunities, partnerships, or building something that drives real impact?
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