I am a Director of Data Science at Fidelity Investments and published author working at the intersection of large language models, financial analysis, and agentic systems. My research focuses on turning complex financial documents such as earnings-call transcripts, into grounded insights, investment recommendations, and decision-support outputs.

I am especially interested in practical AI systems for regulated domains: agents that can reason over evidence, use tools, remain concise, and produce outputs that are useful, auditable, and aligned with real analyst workflows.