I'm a Wall Street technology leader turned AI practitioner. I help banks, funds, and investors separate what actually works in enterprise AI from the noise — grounded in 35 years building the trading, risk, and data systems capital markets run on.
I work with a small number of organizations at a time — as an outside expert, not an employee. If you're trying to make a real decision about enterprise AI, I bring an operator's judgment, not a vendor's pitch.
For expert networks, institutional investors, and diligence teams who need a grounded view of enterprise and capital-markets AI — where it's real, where it's hype, and what it means for a business or a thesis.
Hands-on advisory for banks and financial firms: cutting through the hype to what actually ships, what it costs, how it's governed, and where build-vs-buy really lands — from someone who has run production systems under a compliance regime.
Keynotes, panels, and moderated sessions on enterprise AI in regulated industries — the economics, the governance, and the operating reality of putting AI into a financial institution.
I write in public — a practitioner's perspective on AI, cloud, and technology transformation, and the economics of making them work inside real enterprises.
Every issue is grounded in real-world implementation — what actually works, what it really costs, and how it gets governed inside a financial institution. No hype, no theory. Just the view from someone who has built and run these systems.
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Three decades across the technology that capital markets depend on — now focused on making AI deployable inside it.
The fastest way to know someone understands enterprise AI is to see what they've shipped.
I built PRISM to prove the thesis I advise on: that AI becomes deployable inside a financial institution only when it's grounded in real sources, cited, auditable, and kept under human review. It turns scattered public data — SEC, FINRA, the Fed — into cited, checkable answers.
Enterprise AI Advisor · Founder, TRAC Consulting Group
Over more than three decades on Wall Street, I designed, built, and ran the trading, market-data, risk, and operations technology that financial institutions depend on — most recently as Head of Enterprise Cloud Migration & Capital-Markets Technology at U.S. Bank, and earlier as CTO of Global Equities Technology at Citigroup and CIO at Weeden & Co. I've also served on the NASDAQ Technology Advisory Committee.
I now bring that operator's perspective to enterprise AI — helping teams adopt it the way I'd have had to defend it myself: grounded, governed, and economically real.
Expert-network calls, advisory and fractional work, or a speaking invitation — tell me what you're working on and I'll get back to you.