Finance, software, and side-built systems
By day, I’m a wholesaler at an active investment management firm. After hours, I code and turn ideas into software.
My work days are built around portfolio conversations. On the side, I like making tools that turn dense research and scattered notes into something more useful.
Active personal project
Just Summit is a research product I'm building because I wanted a better way to work through dense reports myself.
I started it because I got tired of bouncing between reports, notes, and market data.
It is still a work in progress. The goal is simple: make long research reports easier to sort through and actually use.
Contact
If you have a question, an idea, or just want to introduce yourself, it goes straight to me.
Prefer LinkedIn? Start there.