From the flight line
to the efficient frontier.
My finance career has sat at the intersection of client's objectives and hard constraints. Each client's portfolio is shaped as much by behavior and preferences as by the market. My job, therefore, is to design research-backed portfolios that are diversified, tilted towards higher expected returns, and risk-aware — but, more importantly, optimized for the end investor's experience.
At Dimensional Fund Advisors, I specialize in custom portfolio construction for institutional and high-net-worth clients, and use python to build the programs that scale our workflows.
Looking ahead, I'm focused on the intersection of AI and investing. I want to build systems that translate investor constraints into research-backed, explainable portfolios — at scale.
The road so far.
- Design custom factor-based portfolios for high-net-worth and institutional clients — turning empirical research into investable strategies that optimize risk, return, and tax efficiency.
- Delivered 200+ client projects, adding more than $200M in net new assets, with 100% error-free execution.
- Automated portfolio analytics with 40k+ lines of Python, freeing several hundred analyst-hours a year for higher-value work.
- Guided 20+ clients toward short- and long-term goals through optimal investment strategies and tax management.
- Built bespoke portfolios using rigorous construction practices and research — raising client satisfaction, cutting fees, and improving performance.
- Led 750+ explosive operations; selected and issued $12M+ in armed assets across 2,700 sorties and 26 custody accounts over 3 MAJCOMs.
- Honored with the AF Good Conduct Medal, Overseas Ribbon, and Outstanding Unit Award (1 Oak Leaf Cluster), among others.
Education
Skills & Certificates
Microsoft Office Specialist — Excel Expert
“Wind extinguishes a candle and energizes a fire. Likewise with randomness, uncertainty, chaos; you want to use them, not hide from them. You want to be the fire and wish for the wind.”– Nassim Taleb, Antifragile