I apply my academic research and prior professional experience in consulting for clients in finance, law, and real estate. Some of my recent clients include a leading international law firm, for whom I served as an expert witness in a series of multi-million dollar real estate cases; the quantitative hedge fund Kymatic Advisors LLC, whom I currently advise on both business strategy and trading strategies, and the venture-backed climate/fintech startup FutureProof Technologies, for whom I developed quantitative models of climate-risk impact on financial instrument pricing. I have advised several confidential clients including hedge funds, venture capital funds, real estate development firms, law firms, and one of the Big Three consulting firms.
I enjoy providing professional education for clients in finance and related industries. I teach in Cambridge’s master’s program for mid-career executives in the real estate industry, and I have delivered invited presentations to clients across the finance industry. Most recently, I spoke to audiences from financial services firms on “Capital Priority and Risk Transfer in Commercial-Backed Mortgage Securities and Private Equity” and on “Investment Strategy in Public Equities – Risk, Return, and Market Dynamics.” I also spoke on “Detecting Bias in AI Lending Models” to an audience of mortgage and real estate professionals.
Prior to earning my PhD, I worked full-time as a quantitative researcher at Ellington Management Group, a hedge fund that specializes in real estate and mortgage-backed securities, and as a senior economist at SpringHarbor Financial Group, a family office where I worked alongside a former Undersecretary of the Treasury and former Comptroller of the Currency on fintech venture capital investments. I also consulted on economic policy for policymakers and elected officials such as Secretary of State Hillary Clinton during her 2016 presidential campaign and Senator Cory Booker during the 115th Congress.
My academic position at Cambridge keeps me abreast of cutting-edge research and techniques, which I leverage to help clients address both the technical and human aspects of decision-making.
My Approach
Simple Is Best: While I develop intricate quantitative economic models for clients who need them, my experience across teaching and research suggests that businesses thrive when they think in terms of actual people and their motivations, even when tackling complicated problems. I help clients understand the drivers of their business returns from first principles and optimize performance at each stage of the business.
Human Emotions Are Fundamental: I place more emphasis on human emotions than is common for quantitative economists. I believe that understanding emotions is essential, both for predicting economic behavior and for managing and motivating a team.
Communication Is Key: I focus on helping business leaders not only to think clearly but also to communicate their thoughts clearly. I have particular experience in the classroom breaking complicated concepts down into digestible insights, and maintaining keen attention on my students’ step-by-step process of developing understanding. This experience has proven invaluable in many business contexts where clarity, understanding, and alignment are crucial.
What I Offer
Executive Advisory: I work with leadership on setting firm strategy and choosing among multiple appealing directions for long-term investment of human and financial capital. I help leaders understand the full implications of competing options, quantify high-stakes decisions, and respond to unpredictable developments.
Quantitative Modeling: I help businesses understand the fundamental economic forces driving their markets, revenues, and risks, and develop quantitative models to forecast economic outcomes. I build models used in market analysis, investment strategy, portfolio optimization, risk assessment, strategic planning, stress testing, and other data-driven business problems.
Professional Education: I give talks and trainings to help early- and mid-career professionals understand and apply economic principles to their business challenges. I particularly enjoy helping professionals evaluate how insights from economic theory can help frame business problems and how real-world challenges require thinking beyond the limits of theory.
Expert Witness: I am qualified to serve as an expert witness in cases involving finance, economics, and real estate. I can explain institutions within these areas, perform quantitative modeling including of valuation and damages, and translate challenging financial and economic concepts into explanations accessible to the court.