For nearly two decades, I’ve had real world experience on Wall Street and beyond, studying risk and deciphering the intricacies of the stock market around the world to help a range of investors live their dreams: from family offices, to high net worth individuals and institutions, to myself.
In an uncertain world, one of the only things we can control is risk. Looking at the world through a risk/reward lens has allowed me to successfully apply my strategy across global markets and asset classes.
This passion, combined with dedicated hard work, brought me to a career milestone in 2001 when my partners and I sold our proprietary trading firm of 175 traders to E*Trade Financial. Since then, I’ve created strategies using quantitative and statistical analysis to manage portfolios in a variety of asset classes of varying risk including: options, equities, futures, commodities, treasuries and currencies.
With proven diversification expertise and a risk reward strategy that can foresee trends and earn money despite the market, I’m often called upon to share my expertise as a thought leader. Currently, I provide investing strategy oversight for the self-investing platform, InvestedIQ and regular commentary for financial media outlets. As a contributor to the CNBC programs "Fast Money," "Fast Money Halftime Report," "Closing Bell" and "Talking Numbers," I’ve frequently appeared to discuss market shifts, risk assessment outlooks and investing advice.
I’m proud to advise a range of investors as CEO and head portfolio manager of the global asset management firm, Vespula Capital and serve as lead strategist for InvestedIQ.
When I’m not studying the ever evolving market, you’ll find me at home in Connecticut with my wife and four young children. I’m optimistic that in a few more years, when the children are grown a bit, I’ll have more time to refine my other passion, golf, and get my handicap back in the single digits.