Investment research, risk systems and financial modeling
Founder, Atlas Keystone LLC · MFIN, Penn State · FMVA
I trade options and equities under a written rulebook and build the research and risk software around it. I also build apps and take photographs.
Now
Since April 2026 I've traded options and equities in my own account under a written rulebook, and built the software around it. Every position starts with a filed thesis, stop, target and risk budget, and every closed trade is reviewed against its plan.
The systems run on AWS: LLM-based multi-agent research pipelines, monitoring that alerts me at filed risk levels, and automated strategies in paper trading. I place every live order by hand.
Visit Atlas KeystoneBuilding
Companies, apps and tools I've built, from live products to prototypes.
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Research
How I test ideas
Major backtests are pre-registered and logged in a trial registry, so the number of attempts counts against a result. Of 100+ documented strategy tests, about half were rejected on the data, including a cointegration pairs idea.
Working paper · 2023 – present
Panel regressions linking the Environmental Performance Index's lead-exposure measure to stock returns across G20 countries, and what the relationship implies about costs that markets don't price. Currently being revised.
Senior thesis · Willamette University · 2024
An interdisciplinary thesis for the Economics and Japanese Studies majors: uncertainty avoidance, loss aversion and the cash-versus-stocks gap, weighed against non-cultural explanations such as retirement-plan design.
Work samples
A $31B merger analysis (Canadian Pacific × Norfolk Southern), a Reddit long pitch, Monte Carlo simulation, capital budgeting and CAPM work from the Penn State MFIN.
Short quantitative curiosities: testing random hypotheses with math, data and code.
CFO of an ICBSC team that won Best Presentation plus two runner-up awards, and team captain in the Humana-Mays Healthcare Analytics Case Competition.
Background
Jul 2026 – present
Trading-technology and research company. Options and equity playbooks with defined risk, a multi-agent research pipeline on AWS, and quantitative research in Python.
Nov 2025 – Feb 2026
Financial operations for a $69M budget serving 28 community colleges and 800+ K-12 schools. Processed $27.9M+ in transfers and journal entries, and wrote a Python script that cut a recurring form's cycle time by 64%.
Sep 2024 – Nov 2025
Weekly strategy work with the CEO of a self-improvement app: SWOT analysis, business plan and monetization. Three or more features shipped from my recommendations.
2024 – 2025
GPA 3.89. Director of Strategic Planning for the Graduate and Professional Student Association ($108K budget) and Treasurer of Business Leaders for Change.
2020 – 2024
Summa cum laude (3.93), departmental honors in Economics, Phi Beta Kappa. A year at Tokyo International University. Financial officer for a $130K student grant fund.
Get in touch
Questions about the research, one of the projects, or working together? Email is best.