I help data scientists get value from a wide range of open source data science tools, including Posit's full suite of products. I have worked for the past 20+ years in the investment management industry. Investment management companies for which I have worked include: Copper Rock Capital, ...more

I help data scientists get value from a wide range of open source data science tools, including Posit's full suite of products. I have worked for the past 20+ years in the investment management industry. Investment management companies for which I have worked include: Copper Rock Capital, Putnam Investments, Citigroup Asset Management, Independence Investment Associates, Boston International Advisors and Massachusetts Financial Services. Positions and responsibilities have included global equity portfolio management, group and project management, global and international equity investment process implementation, quantitative research, software and database design and development, and operations research. The majority of my financial industry experience has centered around my data science experience and background: starting with mathematical and statistical programming and progressing onto researching and implementing quantitative models, developing analytical reporting and performance analysis processes predominantly in R relying heavily on RStudio tools (R Markdown, Bookdown, Shiny, etc.) as a development and production environment. Prior to focusing on the investment management industry, I had significant work experience in software design and development working for Oracle Corporation, The Massachusetts Institute of Technology and Raytheon Company. I have a Bachelor of Science degree in Computer Science and graduated cum laude from Tufts University. I am a charter holder of the Chartered Financial Analyst (CFA) designation. Specialties: Global equity portfolio manager seasoned in disciplined investment management employing both quantitative and fundamental sources of alpha. Directly involved in product design, marketing, and portfolio management. Investment analysis via direct management interaction, fundamental research and quantitative metric evaluation. Experienced in all aspects of quantitative model development, factor research and alpha construction. Long time R programmer who continues to extensively use and learn the full RStudio toolset. Extensive SQL database experience.less