About Us

About InnovationStrat Consulting - our team and leadership
Founder & Principal Consultant
Anirban Majumdar
MBA (Chicago Booth) | MS Computer Science | BTech (IIT Kharagpur)

With over 25 years at the intersection of finance, technology, and data science, Anirban brings a rare combination of quantitative rigor and entrepreneurial vision to every engagement.

His journey spans from building SABR volatility models for exotic derivatives at Aegon to architecting real-time portfolio analytics at Charles Schwab; from co-founding a healthcare AI startup to developing factor-based investment strategies that outperform traditional benchmarks.

Anirban founded InnovationStrat Consulting to democratize the sophisticated analytical frameworks typically reserved for institutional investors and Fortune 500 companies, making them accessible to individuals and growing businesses navigating complex financial and healthcare decisions.

25+
Years Experience
$110B
Assets Modeled & Managed
3
Advanced Degrees

Career Journey

2021 - 2023
Quantitative Strategy Consultant
Charles Schwab
Built LSTM-GARCH hybrid models for portfolio risk forecasting and developed real-time streaming analytics for retail brokerage customers.
2017 - 2021
Co-Founder & CTO
PatientMD (Healthcare AI Startup)
Raised $5MM, built AI-powered clinical decision support platform for value-based care workflows.
2012 - 2017
Lead Quantitative Researcher
Charles Schwab
Led development of factor-based investment models and portfolio optimization engines serving millions of retail investors.
2010 - 2012
Senior Quantitative Analyst
Allstate Investments
Generated $1.2MM profit unwinding legacy CDO portfolio using proprietary pricing models during post-crisis restructuring.
2008 - 2009
Quantitative Developer
Aegon USA
Implemented SABR stochastic volatility models for pricing exotic equity and interest rate derivatives.

Notable Projects

LSTM-GARCH Volatility Models

Developed hybrid machine learning volatility models combining LSTM neural networks with GARCH for predicting portfolio concentration risk at Charles Schwab.

SABR Options Pricing Library

Extended SABR stochastic volatility model for equity options with vanna-volga stress testing. Coded in C++ with Nelder-Mead parameter estimation.

Macroeconomic Dashboard

Built comprehensive market analytics platform integrating FRED, Quandl, and Polygon APIs for yield curve analysis, volatility skew, and cross-asset monitoring.

CDO Portfolio Optimization

Priced and managed $60MM synthetic CDO portfolio using S&P methodology, realizing $1.2MM profit through strategic rating agency negotiations at Aegon.

Equity Risk & Alpha Models

Led development of short and long horizon factor models for domestic and international equities, serving millions of retail investors at Charles Schwab.

PatientMD Healthcare Platform

Architected AI and blockchain-driven healthcare platform with telemedicine, PHR/EHR integration, revenue cycle management, and healthcare token economy.

"All models are wrong, but some are useful."
- George Box, Statistician

This principle guides our approach: we build practical, useful models that help you make better decisions - not perfect predictions, but actionable insights.

What Sets Us Apart

Quantitative Rigor

25+ years building models at institutional scale—from SABR volatility pricing to factor-based portfolio optimization.

Entrepreneurial Perspective

Founded and built a healthcare AI startup. We understand the founder journey from first check to scale.

Integrated Approach

Finance, tax, healthcare, and technology expertise under one roof—no siloed advice or coordination gaps.