Elliott Dobberstein

I’m an Investor Research Analyst focused on turning quantitative analysis into actionable investment decisions. I bring a strong foundation in investment research, financial modeling, econometrics, and multi-factor analysis to evaluate securities, markets, and early-stage companies.

I excel at applying statistical modeling—especially regression analysis—and automated data workflows to improve decision accuracy and efficiency. I integrate insights from equity research, venture analysis, and AI-enabled financial tools to synthesize complex financial, operational, and market information into measurable recommendations.

In my freelance personal investment work, I manage an equity portfolio centered on AI, defense, and high beta technology. Through disciplined allocation, risk management, and active trading, I delivered a 47% return in 2024 and approximately 48% in 2025, identifying outsized winners while mitigating losses via diversified position sizing.

I also support advanced decision-making through AI research and venture evaluation. At Continuity Wealth Group, I assessed AI-enabled document summarization/reporting to reduce advisor preparation time by 25% and explored direct indexing and automated tax loss harvesting. At Flat6Labs, I screened 100+ early-stage startups and built OLS and logistic regression models to estimate exit probability and expected returns, strengthening investment committee discussions and due diligence workflows.