Assisting clients in various domains with data-intensive analyses of accounting and operational issues.

Originally a data science startup that provided quantitative research and trading signals drawn from unstructured, primarily text-based, data to investment firms ('Pluribus 1.0'). Acquired in 2017 by Golden Gate Capital to serve as research foundation for a new systematic active equity firm of same name ('Pluribus 2.0'). Subsequently acquired again by Exos Financial in 2022.Deeply involved in research that underlied flagship global long-only strategy, built from scratch with several other early employees. Focused on accounting-based alpha signals for long-short strategy. Led firm research on ESG issues. 4th longest tenured member of 25 person team at peak.Representative projects:- Systematic approach to thematic investing, which underlied global long-only strategy, including novel ways of quantifying and ranking firms’ exposure to global themes using text data - Value-oriented alpha, for use in global long-short, that adjusted for distortions in balance sheet and cash flow amounts due to differing accounting treatments for investments in physical and intangible assets- Portfolio of firms best positioned to meet global demand for products and services addressing climate change surfaced using an unsupervised text concept model- Measures to track emerging technologies and trends from venture capital funding activity for use in identifying candidate themes for global long-only fund- Novel firm ratings on individual sustainability issues (16 United Nations SDGS) that aggregated measures from both structured and unstructured data sources - ML-based alpha trained on the language used in quarterly earnings conference calls to predict future earnings surprises and changes in revenue growth trajectory

Investment Management Tax