Investment Researcher • Financial AI & ML Systems Architect • Data‑Driven Storyteller
- 🎓 M.S. Economic Analytics (2025) | B.S.B.A. Finance (2024)
- 🧩 I craft systems that fuse fundamental, technical, and behavioral data into actionable insights.
- 🔬 Passionate about using psychology and econometrics with modern ML‑Ops & GenAI tooling.
- 📈 I’ve steered student‑run funds, engineered AI swarms, and built real‑time dashboards—all focused on turning data into alpha.
| Project | What it does | Tech Stack |
|---|---|---|
| Beyond the Benchmark | An analysis that benchmarks the prediction accuracy of the CAPM and Fama French factors against Random Forest, Gradient Boosting, and Neural Network regressors within GICS sectors. Used K-fold CV for training with a holdout test subset to prevent overfitting. Employed a combination of randomsearch and girdsearch to optimize hyper parameter tuning. | scikit-learn, statsmodels, pandas, NumPy |
| Stock Pitch Competition | Blended top-down macro context with bottom-up unit economics. Conducted channel checks by interviewing franchise operators and inspecting sites, converting insights into segmented revenue DCF models with scenario analysis and stochastic forecasts. Presentations to investment professionals refined my ability to defend assumptions and express clear investment theories. | Excel, Python (Monte Carlo), PowerPoint, SEC API |
| Performance Analytics Dashboard | Streaming dashboard for portfolio performance KPIs (α, Sharpe, Sortino, tracking error, Expense), executes Monte-Carlo VaR/CVaR simulations, pushes volatility alerts, and delivers sector and multi-factor attribution analysis for risk management | Python, Dash/Plotly |
| Sector Rotation Pro | Streamlit app using real time data for sector rotation analysis. It flags market regime shifts using Hurst exponents and volatility, visualizes sector leadership with interactive RRGs, runs Prophet-based scenario forecasts, and leverages PCA clustering, Granger causality, along with rolling correlation, beta, and skew. | Python, Streamlit, Prophet, scikit-learn |
| Economic Report Swarm | Reinforcement-learning agents stream real-time macro signals across asset classes into an event-driven aggregator that publishes a macro outlook. | Swarms, RLlib |
| Equity Comparison System | A multi-agent system that uses the LlamaIndex framework for agent orchestration and Pydantic models for data validation. It leverages GPT Vision for chart pattern recognition and parses earnings-call transcripts for behavioral signals. By combining these outputs with fundamental and technical metrics, it generates a comprehensive comparison. | Python, LangChain/LlamaIndex, OpenAI & Vision LLMs, Pydantic, FastAPI |
| DCF Analysis System | An agent system that performs a DCF valuation with scenario analysis using LLM powered reasoning for growth rate assumptions along with a reverse DCF with sensitivity analysis to determine implied rates from the current equity price. | Python, swarms, pandas, NumPy, SciPy, Dash/Plotly |
| Domain | Toolbox |
|---|---|
| AI & ML | Large‑Language Models , Prompt Engineering, Ensemble Methods, Causal Inference, Time‑Series Forecasting, Feature Selection, Hyper‑parameter Tuning, RL |
| Quant Finance | Asset Pricing, Technical Analysis, Econometric Forecasting, DCF / Reverse DCF, Portfolio Construction, Risk Metrics (VaR, CVaR) |
| Engineering | Multi‑Agentic Systems, Knowledge Graphs, Model Context Protocol, ML‑Ops, API Design |
| Data Stack | Python 🐍, R, SQL, Pandas, NumPy, scikit‑learn, Statsmodels, SAS, Tableau, Power BI, Bloomberg Terminal, Optuma, ThinkOrSwim |
| Degree | Institution | Years | GPA |
|---|---|---|---|
| M.S. Economic Analytics | University of Arkansas | 2024 – 2025 | 3.9 |
| B.S.B.A. Finance (Investment Management) Minor: Business Analytics |
University of Arkansas | 2022 – 2024 | 4.0 |
| A.A. Business Management | NW Arkansas Community College | 2020 – 2022 | 4.0 (Summa Cum Laude) |
- 📊 CMT Level 1 — Cleared
- 📊 CMT Level 2 — Prepped
- 📚 CFA Level 1 — Prepped
- 🖥️ Bloomberg Terminal: Market Essentials, Economic Indicators, Equities, Fixed Income, Currencies
- 💼 WallStreetPrep: Excel & Financial Modeling, Discounted Cash‑Flow Modeling
| Role | Organization | AUM | Period |
|---|---|---|---|
| Portfolio Performance Officer & Head Commodities & Technical Analyst |
Rebsamen Trust (Student Fund) | $2.6 MM | 2023 – 2024 |
| Deputy Portfolio Manager | David Carter Adams Energy Sector Fund | $150 k | 2023 – 2024 |
| 8 yrs service‑industry leadership experience—honed adaptability & client focus |
- 🏆 Forvis Accounting Analytics Competition — 1st Place (2024)
- 🥈 Stephens Inc. Stock Pitch — 5th place finalist (2023) - 3rd place finalist (2024)
- 🗣️ CMT Ambassador to University of Arkansas (2024)
- 🌐 Co‑founded Global Business & Markets, served as CFO & Treasurer, and AI Foundry student orgs.