Who am I?
I’m a former finance professional who spent my entire career on Wall Street. I worked in investment banking and private equity, gaining hands-on experience across financial transactions like M&A, debt placements, and equity capital raisings.
That might sound like dry finance jargon, but what it really means is that I had a front-row seat to seeing how money moves at massive scale. I saw firsthand what works, what doesn’t, what the industry values, and what it lacks.
Wall Street was fast-paced, exciting, and for years I thought finance would be my lifelong career. But then came AI.
Like most people, my first exposure to generative AI was through ChatGPT, initially just to handle random personal tasks. I approached it skeptically at first, but that quickly turned to genuine amazement at its capabilities.
Thus, over the past year, I've immersed myself in AI: experimenting with LLMs, building my own custom GPT, attending international AI conferences, and studying how AI is being adopted across industries.
This journey led me to bigger questions: How will AI fit into Wall Street? Can it be fully integrated into the conservative financial system, or will it remain merely a surface-level productivity tool, never truly embedded at a deeper, systematic level?
What began as curiosity evolved into something bigger and I realized I didn't want to just watch this shift happen, I wanted to help drive it.
Why?
Because we're at a rare moment in history where AI is redefining expertise. Right now, everyone — you, your boss, your boss’s boss — is at the same starting point when it comes to understanding AI. Almost no one has a decades-long advantage. Those who choose to learn quickly now will build an invaluable AI skillset, one that positions them as frontrunners of their respective fields. They will be differentiated bridge leaders who can effectively communicate AI’s strategic value and connect their industries today with their AI-powered future.
That’s why I started The Bull & The Bot.
This substack is where finance meets AI. Here, I'll document AI’s impact on finance: exploring where it’s being adopted, where it's resisted, and what it means for professionals on Wall Street and beyond.
But this space isn’t just about AI in finance. It’s also about my personal AI learning journey. It’s my space to explore, question, and share what I discover. Not just in finance, but across industries and showing how AI touches everyday lives.
What You’ll Find Here
To keep things clear, I’ll be writing under two main series:
📈 The Bull Series
Finance, fintech, and AI’s impact on financial services — what I call 'Finaissance', the intersection of finance and technological AI renaissance. I'll analyze industry trends, fintech disruption, and AI adoption across private equity, investment banks, and the broader finance industry.
🤖 The Bot Series
My personal AI learning journey + general AI trends, news, and insights. This series will document my experiments and insights from major breakthroughs, AI-related book reviews, and reflections on how AI is reshaping industries outside of finance.
Where This Is Going
Some weeks, I’ll be writing about AI adoption in investment banking. Other weeks, I’ll break down the latest AI technologies and how I apply them to everyday life. Either way, one thing is clear: AI is evolving fast, and we must keep learning, or risk being left behind.
I don't have all the answers yet, but I'm determined to figure them out. If you're curious about AI, finance, or how to stay ahead in this shift, you're in the right place.
sounds like we are on similar trajectories - except I came thru some tech startup perspectives instead of finance ... and saw M&A as a participant, at least a little bit (none of the really big stuff though). In any case, share the enthusiasm for the potential of all of this for everything - finance, personal development, and sometimes just plain fun!
Thank you for starting the new era of Finaissance - cant wait to hear more! 📈🤖