what I'm
doing now

At GPTadvisor

I'm leading the development of v3 — a full redesign of how financial advisors interact with AI. Think of what Claude or Gemini are for knowledge work, but built specifically for wealth management: agentic workflows, real-time portfolio reasoning, and compliance-aware conversations.

It's a big shift from the current product. We're moving from a retrieval tool to an AI agent that can actually reason about a client's portfolio, run calculations, and propose actionable recommendations — all within the bank's compliance framework.

Side projects

Iterating on sancho.vc tools (opens in new tab) — the fund redemption optimizer and pension calculator are live. And Portfolio Stats (opens in new tab) has been recently updated with Monte Carlo simulations and risk analysis.

On my mind

Something I keep coming back to: what we've learned deploying AI in banking — adoption, resistance to change, measuring real impact — is directly applicable to other fields. The challenge is always the same: getting people to trust the tools and use them well.