Finance · Investment Research · Applied AI
Finance · Investment Research · Applied AI
Finance major and Artificial Intelligence minor at Sacred Heart University, graduating May 2027.
Sacred Heart University
Finance + AI
Graduating May 2027
Experience in investments/private banking
Selected work
See all projectsAI in finance2026-09
AI-Assisted Investment Research Workflow
A documented workflow showing where AI accelerates research and where human verification remains essential.
Space economy8 min read2026-09-02
What Investors Misunderstand About the Commercial Space Economy
A concise, sourced look at where market enthusiasm and underlying fundamentals diverge.
Read essay →Experience
Full story on AboutSummer 2026Philadelphia, PA
Investments / Private Banking Intern
The Philadelphia Trust Company
Supported investment research and private-banking work through company analysis, sector research, market monitoring, and presentation development.
- Developed a research framework for the New Space Economy covering launch, satellite communications, earth observation, defense/ISR, and orbital infrastructure.
- Analyzed public companies, industry growth drivers, risks, government spending, and investable themes using public-market and industry data.
May 2024 – June 2024Radnor, PA
Corporate Finance Intern
Warren Avenue Investors
Supported finance and accounting workflows through Excel analysis, document review, financial-material preparation, and participation in internal meetings.
- Worked with Excel-based financial and accounting materials, including review and quality-control tasks.
- Gained early exposure to professional investment and business decision-making through meetings and financial-document preparation.
2026 – PresentSacred Heart University
Vice President
AI Club, Sacred Heart University
Help lead a student organization focused on artificial intelligence, practical applications of emerging technology, and AI literacy across academic and professional disciplines.
- Help develop programming and discussions around practical applications of AI.
- Focus on connecting AI concepts with business, finance, productivity, and responsible adoption.
Media coverage
See all coveragePublication2026-06-13
NBC News
Meet the regular people making money off SpaceX's IPO — from a few bucks to a few million
Forde was interviewed regarding his interest in SpaceX's IPO as a self-described space enthusiast and early retail investor
Publication2026-06-16
NBC News
SpaceX tops Amazon in market value as retail investors race to buy shares
Forde was interviewed regarding SpaceX's post-IPO rally and his decision-making around holding versus selling his shares
Publication2026-06-16
The Wall Street Journal
SpaceX Stock Has Climbed About 50%. The 'Flippers' Are Kicking Themselves.
Forde was quoted regarding SpaceX's post-IPO rally, retail investor enthusiasm, and the premium investors assign to Elon Musk-led companies
Currently focused on
- How AI changes junior-level investment workflows
- Valuation and capital allocation in the space economy
- The practical differences among wealth management, private banking, and investment banking
Last updated 2026-09-02
Let's talk
I'm always interested in conversations about investment banking, wealth and asset management, private equity, public markets, and applied AI in finance.
Disclosure