Institutional discipline.
A more honest boundary.

Jack’s work spans wealth management, investment strategy, and institutional distribution. His career has included advisor teams, tax-managed investing, and the architecture of complex client solutions.

That career kept raising the same question: what would market intelligence look like if it preserved institutional discipline while refusing the ambiguity of personalized signals, hidden discretion, and account access?

ChartWright AI is the answer he is building. Jack owns product architecture, financial modeling, commercial strategy, and the final human decision at every consequential advancement boundary.

The objective is not to make artificial intelligence appear infallible. It is to build systems that expose assumptions, preserve evidence, invite independent challenge, and stop safely when the truth is not yet known.

Dan brings more than 38 years of experience across engineering, computational analysis, enterprise software, and global engineering systems.

His work spans product-data architecture, AI automation, and agentic workflows—combining engineering rigor with the practical demands of building reliable enterprise technology.

At ChartWright AI, Dan leads technical architecture and implementation across core product systems, data, testing, reliability, and delivery. His agentic architecture and proprietary technology solutions are integrated into ChartWright AI’s broader governed system.

Dan also serves as Director of AI Automation & Head of Agentic Workflows at Emerson, a role he has held since September 2024.

Together, Jack and Dan combine investment and commercial judgment with enterprise engineering and a shared commitment to human accountability.