I help financial advisors build next-gen solutions
I oversee professional development and contribute to research at a wealth management platform for delivering personalized advice at scale.
I understand the limitations of planning and asset allocation solutions that rely on risk questionnaires, simulations, or probabilities. I aim to help financial advisers build next-generation solutions with the proper tools to manage private clients.
With over 15 years of experience in economic research and a Master’s and Ph.D. in Economics from the University of Southern California, I deeply understand the limitations of traditional planning and portfolio construction solutions that rely on simulations and probabilities. I collaborate with industry and academic experts to apply cutting-edge research in economics and finance.
I have also contributed to educational advancements through collaboration with Minerva University, a pioneering institution in implementing the science of learning.