From Crisis to Clarity!

A Formula That Changed Everything

The Genesis

In 2009, the Wall Street Journal published a headline that would define an era: "The Formula That Killed Your 401(k)." They were referring to the Gaussian copula, a mathematical function used to price mortgage-backed securities—the very instruments that precipitated the global financial crisis.

Like millions of others, my portfolio was devastated. I had just retired, ready to enjoy time with my young family. Instead, I found myself staring at the wreckage of what was supposed to be financial security.

"From personal loss came professional purpose. What began as a family office evolved into a strategic advisory practice built on hard-won wisdom."

Copula started as my family office—a personal commitment to never again be blindsided by market dynamics I didn't understand. As my portfolio recovered and grew, particularly through tech-based investments, something unexpected happened: my approach attracted attention.

Today, Copula combines deep operational experience from my years as NASDAQ Executive and humbled Investor with a passion for DeepTech innovation. We specialize in strategic development, M&A advisory, and turnaround management for companies at critical inflection points.