Applied Philosophy in the Financial Services Industry

Background and Overview

My interest in the philosophy of money and finance stems from my experience in the banking industry as well as my subspeciality within philosophy, namely epistemology. Prior to my graduate studies, I worked as a corporate credit analyst and loan officer in New York City. Toward the end of my career, I was managing and developing a portfolio of loans, where my activities included evaluating and buying early versions of asset backed securities.

In the aftermath of the 2008 global financial crisis, I set out to try to understand how a seemingly innocuous security morphed into something that could bring down the global economy and, more importantly, what failures of risk management led to global financial crisis.  My publications on epistemic failings and good epistemic practices in organizations are the result of this investigation. Although my professional experience in corporate banking later informed aspects of my applied work, my longstanding engagement with philosophy—including my undergraduate major in the field—predates that period and developed independently of it.

Published Work

“Epistemic ethics? Is that a thing? The epistemic foundations of good conduct and good governance”
(Reply to
Erkki Liikanen, Chairman, Ethics Committee of the ECB)
Revue d’économie financière, no. 162 (July 2026): 159-64.

“Organizational Good Epistemic Practices”
Journal of Business Ethics
194(3): 485-500
DOI10.1007/s10551-023-05588-6
Available to view via SharedIt link here: https://rdcu.be/dw2iN
AAM: Organizational Good Epistemic Practices

The Philosophy of Money and Finance
Co-edited with Joakim Sandberg (Gothenburg). Oxford: Oxford University Press, 2024.
More information at OUP here: The Philosophy of Money and Finance
A short review here: Exploring the Philosophy of Money and Finance
On Amazon: The Philosophy of Money and Finance

“JPMorgan’s ‘London Whale’ Trading Losses:
A Tale of Human Fallibility.”
In J. Sandberg and L. Warenski (Eds.), The Philosophy of Money and Finance, pp. 129-47. Oxford: Oxford University Press, 2024.
Link to chapter on OUP website

“Epistemic Dimensions of Risk Management.”
The Reasoner.
Vol. 17, No. 3, May 2023.

“Disentangling the Epistemic Failings of the 2008 Financial Crisis.”
In D. Coady and J. Chase (Eds.),The Routledge Handbook of Applied Epistemology, pp. 196-210. Routledge, 2018.
Author’s accepted manuscript on SSRN

“Relative Uncertainty in Term Loan Projection Models: What Lenders Could Tell Risk Managers.” Journal of Empirical and Theoretical Artificial Intelligence, 24 (4) (2012): 501-511.
Author’s accepted manuscript