I'm a Wall Street technology leader who moved a top U.S. bank to AWS — and now advises on the enterprise AI built on top of it. I help banks, funds, and investors cut through the noise on AI and cloud, grounded in 35 years running the systems capital markets depend on.
I work directly with investors, financial institutions and technology leaders who need an experienced operator's perspective. If you're weighing a real decision on AI or cloud, you get straight judgment — not a vendor's pitch.
For hedge funds, asset managers, private equity and other institutional investors — and the diligence teams and expert networks that serve them — 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 across enterprise AI and AWS/cloud migration — what actually ships, what it costs, how it's governed, and where build-vs-buy lands. From someone who led a top U.S. bank to the cloud and ran 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.
Three decades across the technology capital markets depend on — from moving the enterprise to the cloud to making AI deployable on top of 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 & Cloud 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.
In 2019 I moved U.S. Bank's first application to AWS, and was asked to lead the bank's enterprise cloud migration on the strength of that work. I now bring that operator's perspective to enterprise AI and cloud — helping teams adopt them the way I'd have had to defend them 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.