The thread through every role: a pull toward steep learning curves and a habit of leading the climb.
Otherwhere Capital
BMO Capital Markets
First Albany Corporation
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.
ICMA Exam Review Committee Member
Foundation Board Member & Investment Program Advisor
FSA Level II Subject Matter Expert
Institutional-grade analysis and insights, deepened and expressed through AI-powered tools.
Valuing Ethereum: The Agentic Upside
view ↗Valuing Ethereum's potential in the agentic economy. Our approach is a five segment valuation model that treats ETH as programmable infrastructure. Includes sensitivities on what AI agent settlement could do to the valuation.
Valuing SPCX: Four Businesses, Four Costs of Capital
view ↗SpaceX is more than one business, and each carries its own risk. This presentation introduces a sum-of-the-parts valuation of Space, Connectivity, AI, and Expansion, each priced at its own cost of capital rather than blended into a single company-wide discount rate.
ETH Valuation Analysis
view ↗A sum-of-the-parts DCF that values ETH as programmable infrastructure, modeling composability, restaking, and agentic settlement as calibrated overlap rather than a comp-multiple guess. Built as a single dial-able valuation with no bull/base/bear scenarios. Simply adjust any assumption and watch one number, value per ETH, update live.
Best viewed on desktop
SpaceX (SPCX) Valuation Analysis
view ↗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 challenge.
Best viewed on desktop
LINEA Valuation Analysis
view ↗A DCF and fee-multiple framework for the Linea protocol. This is the kind of model that usually lives buried in a spreadsheet, rebuilt as an interactive tool you can actually steer.
Best viewed on desktop
RPN Financial Calculator
view ↗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.
Best viewed on desktop
