About
Portfolio Analyst at IFA building AI software. Finance background, self-taught engineer. I bring AI into finance workflows at work, and build AI products on my own time.
At a glance
- NowPortfolio Analyst, IFA · integrating AI into finance workflows
- EducationB.S. Finance, Chapman University · Janes Financial Residency Center (student-managed investment fund), Senior Analyst, $4.1M portfolio (fixed income + alternatives)
- BuildsAI software via agentic engineering · flagship: Meeting Notes
- Edgeself-taught builder since 14 (woodworking → PCs → music production → AI)
Skills
- AI & engineeringTypeScript, Python, React, Electron, Node, Postgres/pgvector · RAG systems (hybrid retrieval, embeddings) · agentic engineering with Cursor, Claude Code, and Codex · LLM app development (Claude)
- Financeportfolio analysis, investment research
- ToolsGit & GitHub, Azure DevOps, Docker
I've been a self-taught maker since I was a teenager — it started with woodworking I learned off YouTube and sold at craft fairs (a local paper even covered it), and it's the same instinct I now point at AI software. The finance career gave me the analytical rigor; the building is what I do for its own sake. Meeting Notes is where both show up at once.
