Montauk, New York, United States
I move the big boulders that separate frontier technology from enterprise-grade stability. I am an independent, high-agency operator who deploys frontier technology into high-consequence environments, governed by a deep-rooted commitment to stewardship and systemic resilience. Currently leading Foundation Model strategy for IBM watsonx.ai, I architect the commercial ecosystems such as alliances with Meta, NVIDIA, and Mistral AI necessary to deliver generative AI at a global scale. I graduated out of the "Wargames" era into a career in systems risk at PwC, managing cybersecurity for Wall Street’s most critical infrastructure. This foundation led to my co-authoring industry-standard recommendations for the Consolidated Audit Trail (CAT) with SIFMA and guest-lecturing their Securities Institute at Wharton on the topic of AI governance. I don’t just understand the latest trends in generative AI; I’ve been battle-tested through several business and technology cycles. From launching IBM Watson Financial Services as part on an internal startup where I built the first cloud-based machine learning solution for wealth management, to revitalizing a stagnant OEM business into a $167M ARR juggernaut (28% CAGR), I prioritize technical truth over corporate politics. I am most effective where technology, risk, and commercial strategy converge; particularly where "Day 2" production is the only metric that matters. Operating from the horizon of Eastern Long Island, I provide strategic maneuvering advice for organizations navigating a disrupted economy. Outside of AI, I serve in governance roles for environmental conservation that secured thousands of acres of protected parkland. I have been called to serve an ancient oath to protect the sick and the poor—a commitment that informs my approach to stewardship, ethics, and global responsibility. When I'm not repairing the world, I enjoy a wholesome small-town life in Montauk with my spouse, the founder of an SEC-Registered Investment Advisor, and our young family. Expertise: AI Ecosystem Strategy, Risk Arbitrage, Strategic Negotiation, FinTech Innovation Personal: Surfer, Outdoorsman, Steward, Conservationist
Scaling the "Commercial Architecture" of Generative AI for the global enterprise. Frontier Ecosystem Strategy: Architecting the foundational supply chain for watsonx.ai, integrating third-party models from Meta (Llama), NVIDIA, and Mistral AI into a production-grade enterprise platform. Commercial Diplomacy: Leading complex negotiations over intellectual property, security, and resiliency for high-stakes commercial agreements that bridge the gap between AI research and global market delivery. Execution: Distilling strategic partner insights into a battle-hardened product roadmap, ensuring frontier AI meets the durability requirements of regulated sectors.
Turning a massive legacy anchor into a $160M growth engine. Revitalized IBM’s most significant OEM relationship, reversing stagnation to achieve 30% YtY growth within the final two quarters of my tenure. Created a "better together" vision that aligned disparate product suites into a cohesive, high-revenue commercial offering.
Building the first cloud-native AI solutions for the world’s most regulated financial markets. Startup Leadership: I helped launch IBM Watson Financial Services, an internal start-up where I built the first cloud-based machine learning solutions for wealth management. FinTech Eminence: Co-anchored an early FinTech Podcast, interviewing dozens of C-suite innovators. Crushed my "7-minute live demo" live at Finovate. Helped prove the viability of early AI-enabled platforms to the industry’s toughest critics. Served on the CFB Boards Digital Advice Working Group. Ecosystem Recruitment: Built a proprietary fintech ecosystem by recruiting frontier startups and establishing partnerships with dominant technology solution providers.
Navigating systemic risk and infrastructure resilience during the birth of digital Wall Street. Technology & Operations Strategist: Steered team of senior business line managers from a double-digit financial services outsourcer in effort to become $1B market entry/acquisition in the securities services market. Outlined five-year operations and technology strategy for wealth and investment management division of large financial institution. Industry Thought Leadership: Established benchmarks of private banks and wealth management organizations utilizing results of 2002 PwC North American Private Banking / Wealth Management Survey. Troubled Project Rescue: Served as the "expert of last resort" for large-scale, failing programs, rescuing mission-critical projects
Stabilizing Wall Street’s critical infrastructure from the dawn of the internet through Y2K and 9/11. Infrastructure Resilience: Managed high-stakes cybersecurity and information systems risk reviews for premier Wall Street firms, focusing on systems assurance, security architecture, and operational resilience Developed comprehensive business resiliency plans that were successfully executed on the morning of September 11, 2001 to re-situate people, technology, and business operations to a safe location, ensuring continuity of a critical industry utility Teacher/Mentor: Served as instructor of company’s Operational and Systems Risk Management training program for new associates.