Joined a year after Savvy’s $72M Series B, with the platform past $8B in assets under management across more than 100 advisors. Backed by Industry Ventures, Thrive Capital, and Canvas Ventures.
I work on Savvy Intelligence, the AI workspace advisors use day to day, and the agent orchestration underneath it.
- Building advisor-facing AI surfaces in TypeScript, React, and Next.js against a Rails backend.
- Working on the agent orchestration, tool integrations, and evals those surfaces sit on top of.
- Wealth management is regulated, so the interesting problem is making AI output an advisor can check and stand behind.




















