Avery Fulmer

My Experience

Professional

Managing Partner & Finance Director

ADI Investments, LLC. | April 2022 – Present

  • Co-founded a fully remote investment firm with two business partners.
  • Established the LLC and operational systems, including legal documentation, financial structure, intranet site creation, and social media outreach (Instagram, Threads, and 𝕏).
  • Designed investment strategies and developed software for quantitative analyses, portfolio management, cryptocurrency trading, and publishing market insights.
  • Achieved cumulative returns 6.32% above the S&P 500 in the first year.
  • Key positions include Nvidia, Shopify, Applied Materials, Digital Ocean Holdings, Snowflake, and Tesla.
Co-Founder & Lead Developer

Axien Holdings LLC. | October 2023 – Present

  • Co-founded Axien Holdings, LLC, focusing on technology innovation in financial markets.
  • Developed a remote learning AI system for cryptocurrency investments using historical and real-time data.
  • Led end-to-end development, building the front-end interface and back end infrastructure, ensuring seamless user experience and security.
  • Implemented cutting-edge technologies to optimize investment strategies and automate processes.

Education

Harvard University

Cambridge, MA | August 2021 – Present

  • Degree: Bachelor of Arts; Major in Honors Economics, Minor in History, Citation in Spanish
  • Extracurriculars: Investment Association, Currier House Committee, Intramural Sports Organizer, Undergraduate Gaming Club, Harvard Crimson Editorial Board, Harvard Institute of Politics.

Community Involvement

  • Soldier and Family Readiness Groups
  • Hamilton Mill United Methodist Church Foodbank
  • Best Buddies
  • Fisher House Foundation
  • Philips Brooks House Association.
  • Operation Homefront

Skills

Technical

  • Programming: Python (Django, Flask, NumPy, Pandas, Matplotlib), R (econometrics), JavaScript (React.js, Node.js), SQL, HTML/CSS, MATLAB
  • Data Analysis & Visualization: Stata, RStudio, Tableau, Power BI, Google Data Studio, Excel
  • Machine Learning: Regression models, clustering, natural language processing (NLP), classification models
  • Software & Tools: Microsoft Office Suite (Excel, PowerPoint, Word), Git/GitHub, Jupyter Notebook, AWS, Google Cloud Platform (GCP), Apache
  • Web Development: Full-stack development (front-end and back-end), API integration, SEO optimization
  • Cybersecurity & Networking: Data encryption, penetration testing, VPN configuration, risk assessment
  • Cloud Platforms & Automation: Automation scripting, DevOps fundamentals, server configuration

 

Financial

  • Corporate Finance: Financial modeling, discounted cash flow (DCF), leveraged buyouts (LBO), mergers & acquisitions (M&A), capital budgeting
  • Portfolio Management: Risk management, asset allocation, performance attribution, rebalancing strategies
  • Investment Analysis: Equity valuation, fixed income analysis, options pricing, derivatives, cryptocurrency trading
  • Quantitative Finance: Monte Carlo simulations, time series analysis, statistical arbitrage, financial forecasting
  • Market Analysis: Industry trend analysis, competitive benchmarking, macroeconomic research
  • Trading: Algorithmic trading strategies, real-time API integration, backtesting, trade execution platforms (Terminal, Interactive Brokers, MetaTrader)
  • Regulatory Knowledge: SEC filings, compliance with FINRA, anti-money laundering (AML) processes
  • Accounting: Financial statement analysis, GAAP compliance, tax planning basics

Contact me