About Me

I’ve dedicated over two decades to helping institutional investors tackle a critical challenge: transforming data into actionable insights that maximize alpha while minimizing risk.

Throughout my career, I’ve observed a common struggle among institutional investors: drowning in data yet starving for meaningful, trustworthy insights. In our world, this isn’t just an inconvenience, it’s a significant risk that can impact both performance and credibility.

This industry-wide problem led me to found Cognivo, focusing on small to mid-size firms that often lack the extensive talent pools of larger players. At Cognivo, I design and execute institutional-grade investment data strategies that empower firms to operate with precision and scale.

I work hands-on with clients to build robust data infrastructures and automate complex workflows. This enables institutional investors to eliminate bottlenecks, enhance risk management, and make faster, more informed investment decisions.

One recent engagement I’m particularly proud of involved a $15B+ AUM hedge fund. I helped them reduce their multi-strategy portfolio risk as well as NAV and attribution calculation times by nearly 45%. This allowed portfolio managers and their teams to shift focus from data wrangling to alpha generation. Across my institutional clients, I’ve delivered over $10M in measurable value through improved efficiency and streamlined operations.

Who I Partner With

✔️ Institutional investors ready to evolve legacy systems into institutional-grade workflows
✔️ Senior investment leaders requiring real-time insights to enhance risk-adjusted returns

Results I Have Delivered

📈 Over $10M in value through advanced automation and streamlined data workflows
⏳ Hundreds of hours saved per institution by eliminating manual data reconciliations

Let’s Connect

If your institutional investment firm is prepared to leverage data as a driver of alpha and operational excellence, reach out via LinkedIn.