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Jason.

Words with substance.

Leading thoughts.
Leading thinkers.

Selected work on finance,
technology, and what’s next.

12pieces of
perspective
Explore the collection ↓
01eBook / 2023
Cover of The Rise of Stablecoins and the Future of Finance

The Rise of Stablecoins ↗

Paxos

02eBook / 2025
Cover of AI in Financial Advice: What’s Next?

AI in Financial Advice ↗

eMoney

03Case study / 2018
Cover of EIF Case Studies

Financial Services Culture ↗

Federal Reserve Bank of New York

04Report / 2023
Cover of 2023 Enterprise Digital Asset Adoption Report

Enterprise Digital Asset Adoption ↗

Paxos

05White paper / 2023
Cover of How the Crypto Winter May Help Save the Digital Asset Economy

The Crypto Winter ↗

Paxos

06Research report / 2025
Cover of Financial Planning and AI: Strategic Adoption

Financial Planning & AI ↗

eMoney

07Case study / 2026
Cover of Delivering Peace of Mind Through Complex Financial Planning with eMoney

Mayflower Advisors ↗

eMoney

08eBook / 2026
Cover of Smarter Financial Planning, Built on Technology You Can Trust

Smarter Financial Planning ↗

eMoney

09Infographic / 2026
Cover of The Planner-led, AI-augmented Client Meeting

The AI-augmented Client Meeting ↗

eMoney

10Case study / 2026
Cover of Bryn Mawr Trust: Scaling Comprehensive Planning Across the Enterprise with eMoney

Bryn Mawr Trust ↗

eMoney

11White paper / 2024
Cover of Lift Dollar (USDL)

Lift Dollar (USDL) ↗

Paxos International

12White paper / 2025
Cover of Global Dollar USDG

Global Dollar USDG ↗

Paxos International

Have a story in mind?

Jason.

Finance. Technology. Thoughtfully told.

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