Workscroll ↓

The thread through every role: a pull toward steep learning curves and a habit of leading the climb.

2019 — Present

Otherwhere Capital

Principal | Private Capital Advisory
Partner with founders as a strategic CFO — financial architecture, capitalization strategy, and the models and valuation analyses that steer growth — while actively investing in public and private entities. Earlier in this chapter, co-founded a manufacturing operation.
2004 — 2019

BMO Capital Markets

Director | Institutional Equity Research
Provided institutional-grade valuation and investment analysis for a portfolio of publicly traded companies, advising global asset managers on capital allocation.
1996 — 2004

First Albany Corporation

Senior Associate | Investment Banking & Analyst | CFO Office
Executed middle-market transactions, including debt and equity capital raises and M&A&D mandates, and supported firm-wide financial strategy.

Denver Public Schools

Currently a Guest Teacher in the DPS system. Teaching pulls on the same instinct as the work: take something complex, find the first principle, and make it usable. The most honest test of whether you understand an idea is whether you can hand it to someone else.

The Wharton School (WMP21)
CFA Charter
CMA Certificate
FSA Credential
Projectsscroll ↓

Turning the conventional — the Excel model, the desk calculator — into modern, action-oriented apps.

SpaceX (SPCX) Valuation Analysis

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SpaceX defies a single valuation line. This sum-of-the-parts framework breaks the business into its constituent segments and lets you stress-test the assumptions that drive the range — rebuilt from Excel into an interactive app you can actually argue with.

ms excelclaude chat + design + code
spcx-valuation-analysis.vercel.app

LINEA Valuation Analysis

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A DCF and fee-multiple framework for the Linea blockchain protocol — the kind of model that usually lives buried in a spreadsheet, rebuilt as an interactive tool you can actually steer.

ms excelclaude chat + cursor
linea-valuation-analysis.vercel.app

RPN Financial Calculator

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A browser-based replica of the HP 12c RPN financial calculator — the desk classic a generation of analysts learned on, including yours truly, faithfully rebuilt for the web.

hp 12cclaude chat + cursor
rpn-financial-calculator.vercel.app