Jason C. Mercurio, MFE

Experience

Independent Equity Trader

Independent Equity Trader 2016 - Present (over 10 years)

•  Managed a discretionary long/short equity strategy utilizing technical, fundamental, and macroeconomic analysis
•  Developed investment theses across technology,... more

Ageless Partners®

Founder 2021 - 2026 (about 5 years)

• Conducted investment due diligence for private AI and biotechnology companies
• Screened 100+ biotechnology firms across pre-clinical to Phase III development to identify... more

VitaDAO

Venture Analyst 2023 - 2024 (over 1 year)

• Advised company leadership on high-impact investment decisions for a blockchain-based crypto-asset VC fund
• Led due diligence on biotech startups, assessing IP and product... more

O'Neil Global Advisors

Quantitative Analyst II 2019 - 2023 (almost 4 years)

• Produced 10+ quantitative reports leveraging time-series forecasting, data manipulation, and preprocessing in Python
• Led the development and deployment of an ETF growth... more

Ikigai Asset Management

Quantitative Analyst 2018 (3 months)

• Acquired 2+ years of sentiment, GitHub activity, and Google Trends data through RESTful APIs
• Analyzed 12+ million hourly prices from 100+ exchanges processed from DynamoDB... more

Gelber Group

Algorithmic Trader 2017 - 2018 (8 months)

* Backtested mean-reversion strategies across 100+ futures contracts over a 3-year period in Python * Applied machine learning for classification (neural networks) to predict... more

Spot Trading

Data Science Intern 2016 (2 months)

• Extracted, cleaned, merged, and distributed data from proprietary databases for stock option valuation
• Designed and deployed production quality automated software using... more

ProspectWise

Quantitative Analyst Intern 2015 (about 1 month)

• Developed financial models from existing data sets to lower labor costs by 50% using Excel

Sagepoint Financial

Financial Analyst Intern 2013 (2 months)

• Analyzed risk/profitability metrics of 40+ mutual funds and allocated assets to 50+ high-valued portfolios

IT Department at UC Merced

Student Technology Consultant 2010 - 2012 (over 1 year)

Ageless Fund

Founder

 Built an end-to-end systematic equity research platform covering ~2,000 U.S. stocks using Python, LLMs and APIs
 Developed quantitative signals and statistical models... more

Founder

Ageless Fund

Employee

ProspectWise, IT Department at UC Merced, Sagepoint Financial, Spot Trading, Gelber Group, Ikigai Asset Management, O'Neil Global Advisors, VitaDAO, Ageless Partners®, Independent Equity Trader

Projects

OpenClaw AI Agent System

Deployed OpenClaw onto VPS

Systems Engineer · AI-Agent System deployed on a VPS

I deployed open-source software called OpenClaw onto a Virtual Private Server. I… · More

Automated Cryptocurrency Volume Breakout Algorithm

Volume Breakout Algorithm

This system checks for specific volume levels across multiple digital assets and sends out emails if certain thresholds are passed.

Blockchain Data Tracking

Bitcoin Tracking

Quantitative Analyst, Python, Python Anaconda, Jupyter Notebook , Pandas · • Tracked real-time blockchain data algorithmically (e.g. a transaction of… · More

Education

About

Achievements

Quantitative investor and analyst with 10+ years’ experience across public markets, developing systematic investment strategies, financial data pipelines, and AI-assisted research workflows across equities and alternative asset classes. Background spans factor modeling, signal generation, and discretionary long/short equity research with a focus on growth investing and asymmetric opportunities. Experienced in building scalable tools for market analysis, evaluating emerging investment themes, and combining technical, fundamental, and macroeconomic analysis across public and private markets.

Describe the most impressive thing you've done.

Skills

Quantitative Finance Investment Stategy Statistical Modeling Portfolio Management Machine Learning Forecasting Python Biotechnology Venture Capital Due Diligence Github Statistical Analysis SQL Version Control Artificial Intelligence AI

Locations

Remote Silicon Valley San Francisco Austin Colorado

Q&A

What's the best way for people to get in touch with you?

Email me at [email protected].

What aspects of your work are you most passionate about?

I'm passionate about teamwork, collaboration, and learning. I love learning new tools to be more efficient and effective.

What was the most impactful class you took in school?

Writing was very impactful for me.

Jason C. Mercurio, MFE (He/Him)

Quantitative Investor | AI-Driven Research | Public & Private Markets | ETF Development | Venture & Equity Research

Quantitative investor with 10+ years of experience across public and private markets.

Jason C. Mercurio, MFE (He/Him)

Quantitative Investor | AI-Driven Research | Public & Private Markets | ETF Development | Venture & Equity Research Quantitative investor with 10+ years of experience across public and private markets.

Quantitative Investor | AI-Driven Research | Public & Private Markets | ETF Development | Venture & Equity Research

Quantitative investor with 10+ years of experience across public and private markets.