Hi, my name is

Henry Fuller.

I build financial systems.

I'm a Financial Analyst and Quant Developer specializing in trading automation, financial modeling, and Python-based finance tools. Currently pursuing my Master's at UMass Amherst while working as a Financial Analyst at Outsourced Financial Strategies, Inc.

Check out my resume

About Me

I am learning AI and getting certified in Claude while pursuing my Master's in Finance at UMass Amherst. I apply AI to financial modeling, trading systems, and automation projects.

I'm currently a Financial Analyst at Outsourced Financial Strategies, Inc. and a Master's student at UMass Amherst (GPA 3.85). I'm also a CFA Level I Candidate and Argus Certified.

Here are a few technologies I've been working with recently:

  • Python
  • Financial Modeling (Argus)
  • Trading Automation
  • Real Estate Analysis
  • Salesforce CRM
  • Excel / VBA
Henry Fuller

Where I've Worked

Financial Analyst @ Outsourced Financial Strategies

October 2024 – Present

  • Support financial planning and analysis for private wealth management clients, managing $50M+ AUM portfolio assessments
  • Build and maintain Excel/Python-based financial models for investment analysis, budgeting, and performance reporting
  • Conduct market research and generate client-ready reports using Salesforce CRM and proprietary data platforms
  • Collaborate with senior advisors on real estate investment analysis and commercial property valuations

Some Things I've Built

📈Trading Bot

Featured Project

Algorithmic Trading Bot

A Python-based algorithmic trading system that implements momentum and mean-reversion strategies with automated backtesting. Integrates with live brokerage APIs via Alpaca and Interactive Brokers, incorporating real-time market data feeds, position sizing algorithms, and risk management rules.

  • Python
  • Pandas
  • NumPy
  • Alpaca API
  • Backtrader
🏢Real Estate Model

Featured Project

FHLB $97M Real Estate Model

Comprehensive real estate financial model built for the Federal Home Loan Bank Housing Competition — 2nd place finish. Models a $97M mixed-use development with detailed debt structuring, cap rate analysis, IRR projections, 10-year cash flow waterfalls, and sensitivity analysis across 150+ assumptions.

  • Excel
  • Argus
  • Python
  • Financial Modeling
📊Finance Dashboard

Featured Project

Python Finance Dashboard

An interactive financial data visualization dashboard built with Python, featuring portfolio performance tracking, Monte Carlo simulations for risk analysis, options pricing models (Black-Scholes), and automated report generation. Pulls live market data via Yahoo Finance and Alpha Vantage APIs.

  • Python
  • Plotly
  • Pandas
  • yFinance
  • Streamlit

Other Noteworthy Projects

view the archive
  • Folder

    Lead Generation Automation

    Built a Salesforce-integrated lead generation and CRM automation pipeline using Python and Salesforce APIs, reducing manual data entry by 80% and improving pipeline visibility for 10+ financial advisors.

    • Python
    • Salesforce API
    • Pandas
  • Folder

    Options Pricing Calculator

    Implemented Black-Scholes and binomial tree options pricing models in Python with interactive parameter inputs. Supports Greeks calculation (Delta, Gamma, Theta, Vega) and P&L visualization for options strategies.

    • Python
    • NumPy
    • Matplotlib
  • Folder

    Portfolio Optimization Tool

    Markowitz mean-variance optimization tool that calculates the efficient frontier for a given asset universe. Includes Sharpe ratio maximization, minimum volatility portfolios, and Monte Carlo simulation of 10,000+ random portfolios.

    • Python
    • SciPy
    • Pandas
    • Plotly

  • Real Estate DCF Analyzer

    Automated DCF analysis tool for commercial real estate that ingests property data (rent rolls, operating expenses, cap rates) and outputs unlevered/levered IRRs, equity multiples, and sensitivity tables.

    • Excel
    • Python
    • VBA
  • Folder

    CFA Study Tracker

    Personal dashboard for tracking CFA Level I exam preparation progress — topic-by-topic completion tracking, mock exam score logging, and spaced repetition scheduling built with Python and Notion API.

    • Python
    • Notion API
    • Streamlit
  • Folder

    Financial News Sentiment Bot

    NLP-based trading signal generator that scrapes financial news headlines, applies VADER and FinBERT sentiment analysis, and generates directional signals correlated with intraday price movements.

    • Python
    • NLTK
    • FinBERT
    • BeautifulSoup

What's Next?

Get In Touch

Whether you have a question about quantitative finance, want to discuss a trading system, or just want to connect, my inbox is always open. I'll do my best to get back to you!

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