Reference architecture, governance, and the operating model that scales from one use case to the firm's institutional intelligence layer. Aligned to NIST AI RMF, the Treasury / CRI Financial Services AI RMF, and ISO/IEC 42001. Proven CTO across funds from $10B to $1T+ AUM.
Every firm has a pilot. Few have shipped. The gap between a slide deck and a working institutional intelligence layer is where alpha lives — and where I operate.
Of asset management and PE firms in early 2026. 68% are still piloting. The ones who shipped are compounding their lead daily.
Nearly 90% of firms have invested in AI. Fewer than 40% report measurable gains — most are bolting AI onto discrete tasks instead of rebuilding how work gets done.
At investment firms with $1B+ in revenue. 78% call AI their top near-term priority through any recession. The leaders are spending. The laggards are debating.
The institutional intelligence layer: alpha for the investment team, ROI across the firm, defensibility for the regulator. Production systems, not slide decks.
First principles approach. Identifying and solving the problems that matter most.
Limited engagements. Direct accountability. Measurable impact.
Monthly strategy sessions, architecture review, AI roadmap, vendor pressure-tests, and board-level technology guidance. Ideal for firms standing up their AI program.
2 to 3 days per week working alongside your team. Hands-on leadership of the institutional intelligence layer: architecture, governance, evals, and the first flagship use cases. The engagement most clients choose.
AI maturity diagnostic, vendor pressure-test playbook, AI Council stand-up, use case onboarding, technical due diligence, and SOC architecture.
I read every submission. Let's see if I can help.
Fractional CTO, Head of AI, or scoped engagement. A 45-minute maturity diagnostic — your answers, my honest read of your gap.
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