what I'm
doing now
Last updated:
At GPTadvisor
I'm leading v3 — a full redesign of how advisors work with AI. Think Claude or Gemini for knowledge work, but built for wealth management: agentic workflows, real-time portfolio reasoning, and external connections via MCPs. It's a big shift — from a retrieval tool to an agent that can reason about a client's portfolio, run the numbers, and propose recommendations, all inside the bank's compliance framework.
Side projects
Mainly working on Apophis Tracker (opens in new tab) — a real-time tracker for the 2029 Apophis flyby, the closest asteroid approach in recorded history. Live distance, velocity, and visibility data from NASA JPL Horizons.
Also iterating on sancho.vc tools (opens in new tab) — recently folded in the portfolio analytics suite I used to run on Streamlit.
On my mind
Something I keep coming back to: what we've learned deploying AI in banking — adoption, resistance to change, measuring real impact — travels almost everywhere else. The technology is rarely what stalls a rollout. It's proving the value to the people who'll use it.
I'm always open to conversations about product, AI, or what's next. Let's talk. (opens in new tab)