Writing
Notes on wealth and asset management technology
Platforms, operations, product and data, written from inside the work.
Essays in Data
Beyond the AI Hype: Wealth-Tech's Data Problem
DataAI is transforming wealth management by powering high-stakes judgment engines that streamline fiduciary decisions, generate new leads, automate compliance, and inform behavioral risk profiling.
Big Data vs Small Data: How Less Information Can Deliver More Insights
DataDiscover how small data can deliver powerful insights in a big data-driven world. Learn why less information can sometimes lead to smarter, faster decision-making.
Managing Unstructured Data with Python
DataLearn to manage unstructured data with Python. Discover best practices to store, process, and organize unstructured data seamlessly.
Beyond the Spreadsheet: The Art and Science of Data Storytelling
DataWeaving stories out of data threads An abundance of data coinciding with the continued development of…