Trader, analyst & portfolio manager, from 1975 - 2001. Former head of equity trading, Northern Trust Bank, Chicago. Now a private investor, teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.
Trader, analyst & portfolio manager, from 1975 - 2001. Former head of equity trading, Northern Trust Bank, Chicago. Now a private investor, teacher, trainer, mentor, market historian, and perpetual student of all things related to the stock market and excellence in investing.
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| CLS | Celestica Inc. |
| ECPG | Encore Capital Group Inc |
| FNDA | Schwab Fundamental US Small Company ETF |
| FPX | First Trust IPOX-100 Index Fund |
| FTA | First Trust Large Cap Value Opportunities AlphaDEX Fund |
| FTEC | Fidelity MSCI Information Tech ETF |
| FUGAX | Fidelity Advisor Utilities Cl A |
| FUTY | Fidelity MSCI Utilities ETF |
| FWDD | Madrona Domestic |
| FXG | First Trust Consumer Staples AlphaDEX Fund |
| FXL | First Trust Technology AlphaDEX Fund |
| FXN | First Trust Energy AlphaDEX Fund |
| FXU | First Trust Utilities AlphaDEX Fund |
| FXZ | First Trust Materials AlphaDEX Fund |
| GSC | GS Connect S&P GSCI Enhanced Commodity Total Return Strategy Index ETN |
| GSG | iShares S&P GSCI Commodity-Indexed Trust |
| GSP | iPathSM S&P GSCI Total Return Index ETN |
| GSY | GUGGENHEIM ENHANCED ULTRA-SH |
| GUNR | FlexShares Trust |
| GUT | The Gabelli Utility Trust |
| HEWU | iShares Currency Hedged UK ETF |
| HUSV | First Trust Hrzn MgdVolatil Domestic ETF |
| HYG | iShares iBoxx $ High Yield Corporate Bond Fund |
| HYS | PIMCO ETF Trust |
| IBB | iShares Nasdaq Biotechnology Index Fund |
| IDU | iShares Dow Jones U.S. Utilities Sector Index Fund |
| IGM | iShares S&P GSTI Technology Index Fund of iShares Trust |
| IHI | iShares Dow Jones U.S. Medical Devices Index Fund |
| IJJ | iShares S&P MidCap 400 Value Index Fund |
| ILF | iShares S&P Latin America 40 Index |
| INCO | EGShares India Consumer ETF |
| ITA | iShares Dow Jones U.S. Aerospace & Defense Index Fund |
| ITB | iShares Dow Jones U.S. Home Construction Index Fund |
| IVE | iShares S&P 500 Value Index Fund |
| IVV | iShares S&P 500 Index Fund |
| IVW | iShares S&P 500 Growth Index Fund |
| IWL | iShares Trust |
| IWM | iShares Russell 2000 Index Fund |
| IWN | iShares Russell 2000 Value Index Fund |
| IXJ | iShares S&P Global Healthcare Sector Index Fund |
| IYC | iShares Dow Jones U.S. Consumer Services Sector Index Fund |
| IYM | iShares Dow Jones U.S. Basic Materials Sector Index Fund |
| IYW | iShares Dow Jones U.S. Technology Sector Index Fund |
| IYZ | iShares Dow Jones U.S. Telecommunications Sector Index Fund |
| JHMA | JHancock Multifactor Energy ETF |
| JHML | JHancock Multifactor Large Cap ETF |
| JHMT | JHancock Multifactor Technology ETF |
| JHMU | JHancock Multifactor Utilities ETF |
| JJN | iPath Series B Bloomberg Nickel Subindex Total Return ETN |
| JKD | iShares Morningstar Large Core Index Fund |
| JO | iPath Series B Bloomberg Coffee Subindex Total Return ETN |
| KBWP | PowerShares Exchange-Traded Fund Trust II |
| KNOW | Direxion All Cap Insider |
| KOL | Market Vectors Coal ETF |
| LL | Lumber Liquidators Holdings Inc. |
| LTL | ProShares Ultra Telecommunications |
| LYG | Lloyds Banking Group plc |
| MATF | iShares Edge MSCI Multifactor Materials |
| NINI | iPath Pure Beta Nickel ETN |
| OIH | Oil Service HOLDRS |
| OIL | iPath B S&P GSCI Crude Oil TR ETN |
| OLEM | Barclays Bank PLC |
| OTPIX | Nasdaq-100 Profund Investor Class |
| PEO | Petroleum & Resources Corporation |
| PEY | PowerShares High Yield Equity Dividend Achievers Portfolio |
| PICK | iShares MSCI Global Metals & Mining Producers ETF |
| PJP | PowerShares Dynamic Pharmaceuticals Portfolio |
| PKB | PowerShares Dynamic Building & Construction Portfolio |
| PNQI | PowerShares Nasdaq Internet Portfolio |
| PPA | PowerShares Aerospace & Defense Portfolio |
| PPLC | PortfolioPlus S&P 500 ETF |
| PPSC | Direxions PortfolioPlus S&P Small Cap ETF |
| PRF | Powershares FTSE RAFI US 1000 Portfolio |
| PSCH | PowerShares S&P SmallCap Health Care Portfolio |
| PSL | PowerShares Dynamic Consumer Staples Sector Portfolio |
| PSQ | ProShares Short QQQ |
| PST | ProShares UltraShort Lehman 7-10 Year Treasury ETF |
| QGBR | SPDR MSCI United Kingdom StratFacts ETF |
| QID | ProShares UltraShort QQQ |
| QLD | ProShares Ultra QQQ |
| QQEW | First Trust NASDAQ |
| QQQ | PowerShares QQQ Trust Series 1 |
| QQQE | Direxion Trust |
| QQXT | First Trust NASDAQ - 100 Ex |
| QTEC | First Trust NASDAQ - 100 |
| REMX | VanEck Vectors Rare Earths/Strategic Metals ETF |
| REW | ProShares UltraShort Technology |
| RINF | ProShares Inflation Expectations ETF |
| RJN | ELEMENTS Rogers Energy ETN |
| ROM | ProShares Ultra Technology ETF |
| ROOF | General Roofing Systems Inc |
| RPG | Guggenheim S&P 500 Pure Growth ETF |
| RPV | Rydex S&P 500 Pure Value ETF |
| RSP | Rydex S&P Equal Weight ETF |
| RSX | MARKET VECTORS RUS ETF |
| RTH | Market Vectors Retail ETF |
| RTM | Rydex S&P Equal Weight Materials ETF |
| RWM | ProShares Short Russell2000 |
| RYARX | Rydex Series Fds Inverse S&P 500 Strategy Fund |
| RYRSX | Rydex Dynamics Fds Russell 2000 2X Strategy Fun |
| RYT | Rydex S&P Equal Weight Technology ETF |
| RYU | Rydex S&P Equal Weight Utilities ETF |
| SBM | PROSHARES SHORT BASIC MATERI |
| SBUS | ETFS Diversified-Factor US Large Cap |
| SCAP | AdvisorShares Cornerstone Small Cap ETF |
| SCHX | SCHWAB US LARGE CAP ETF |
| SDOG | ALPS ETF Trust |
| SDOW | ProShares Indices |
| SDP | ProShares UltraShort Utilities |
| SDS | ProShares UltraShort S&P500 |
| SGC | Superior Uniform Group Inc. |
| SH | ProShares Short S&P500 |
| SIL | Global X Silver Miners ETF |
| SMH | Semiconductor HOLDRs Trust |
| SMLL | Direxion Daily Small Cap Bull 2X ETF |
| SMN | ProShares UltraShort Basic Materials ETF |
| SPDN | Direxion Daily S&P 500 Bear 1X ETF |
| SPHD | PowerShares S&P 500 High Div Portfolio |
| SPLX | UBS ETRACS M Reset 2xLvg S&P 500 TR ETN |
| SPSM | SPDR Portfolio Small Cap ETF |
| SPUU | Direxion Daily S&P 500 Bull 2X ETF |
| SPVU | PowerShares S&P 500 Value |
| SPXE | ProShares S&P 500 ex-Energy |
| SPXL | Direxion Daily S&P500 Bull 3X ETF |
| SPXN | ProShares S&P 500 ex-Financials |
| SPXS | Direxion Daily S&P500 Bear 3X ETF |
| SPXT | ProShares S&P 500 ex-Technology |
| SPXU | ProShares Trust |
| SPXV | ProShares S&P 500 ex-Health Care |
| SPY | SPDR S&P 500 |
| SPYG | SPDR Portfolio S&P 500 Growth ETF |
| SPYV | SPDR Portfolio S&P 500 Value ETF |
| SQQQ | ProShares UltraPro Short QQQ |
| SRTY | ProShares Indices |
| SSO | ProShares Ultra S&P500 |
| SYE | SPDR MFS Systematic Core Equity ETF |
| TAGS | Teucrium Agricultural ETF |
| TAN | Guggenheim Global Solar Energy Index ETF |
| TBF | PROSHARES TR 20+YR TRSY |
| TCHF | iShares Edge MSCI Multifactor Technology |
| TECL | Direxion Daily Technology Bull 3X ETF |
| TECS | Direxion Daily Technology Bear 3X ETF |
| TECZ | TECHNIPOWER SYSTEMS |
| TNA | Direxion Small Cap Bull 3x Shares |
| TQQQ | ProShares UltraPro QQQ |
| TTFS | TrimTabs Float Shrink ETF |
| TWM | ProShares UltraShort Russell2000 |
| TZA | Direxion Small Cap Bear 3x Shares |
| UDOW | ProShares Indices |
| UDPIX | Ultra Dow 30 Profund Investor Class |
| UNG | United States Natural Gas Fund LP |
| UPRO | ProShares UltraPro S&P 500 ETF |
| UPW | ProShares Ultra Utilities |
| URA | Global X Uranium ETF |
| URTY | ProShares UltraPro Russell2000 |
| USA | Liberty All-Star Equity Fund |
| USL | United States 12 Month Oil Fund, LP |
| USO | United States Oil Fund, LP |
| USSD | WisdomTree Strong Dollar US Equity ETF |
| UTG | Reaves Utility Income Fund |
| UTLF | iShares Edge MSCI Multifactor Utilities |
| UWM | ProShares Ultra Russell 2000 |
| UYM | ProShares Ultra Basic Materials ETF |
| VAW | Vanguard Materials ETF |
| VCR | Vanguard Consumer Discretionary ETF |
| VDC | Vanguard World Funds |
| VFINX | Vanguard Index Trust 500 Index Fund |
| VGT | VANGUARD INFO TECH ETF |
| VHT | VANGUARD HEALTH CARE ETF |
| VOO | VANGUARD FIVE HUNDRED INDEX |
| VOOG | Vanguard Admiral Funds Inc |
| VOOV | Vanguard Admiral Funds Inc |
| VOX | Vanguard Telecommunication Services ETF |
| VPU | Vanguard Sector Index Funds |
| VTWO | Vanguard Russell 2000 ETF |
| VV | Vanguard Large-Cap ETF |
| VXX | iPath S&P 500 VIX Short-Term FuturesTM ETN |
| WEAT | Teucrium Wheat Fund |
| XAR | SPDR S&P Aerospace & Defense ETF |
| XHB | SPDR S&P Homebuilders ETF |
| XHE | SPDR Series Trust |
| XHS | SPDR Series Trust |
| XITK | SPDR FactSet Innovative Technology ETF |
| XLB | Materials Select Sector SPDR |
| XLK | Technology Select Sector SPDR |
| XLU | Utilities Select Sector SPDR |
| XLY | Consumer Discretionary Select Sector SPDR ETF |
| XME | SPDR S&P METALS & MINING |
| XNTK | SPDR NYSE Technology ETF |
| XSW | SPDR Series Trust |
| XTL | SPDR Series Trust |
| XTN | SPDR S&P Transportation ETF |
| YMLP | Exchange Traded Concepts Trust |
| ZF | The Zweig Fund Inc. |
| ZROZ | PIMCO ETF Trust |
| Founder & CEO | |
| Conley Investment Group, Inc. | |
| July 2008 - Present (13 years) | |
|
Private investing coach; custom portfolio design; investment planning and strategy; portfolio evaluations; unbiased second opinions; offer highly tailored advice and counsel to investors who want to improve their investing outcomes. |
| Founder & CEO | |
| Zen Investor NFP | |
| 2009 - 2016 (7 years 5 months) |
| Investment Counselor | |
| UBS Financial | |
| October 2005 - July 2008 (2 years 10 months) | |
|
Gave advice and guidance to high net worth clients in the Private Bank at UBS, one of the top global wealth managers. |
| Head of Equity Trading | |
| Northern Trust | |
| February 1995 - July 2001 (6 years 7 months) | |
|
Responsible for the execution of equity orders for the Personal Trust Department, Northern Mutual Funds , and High Net Worth clients. |
| University of Wisconsin-Milwaukee | |
| MBA | |
| 1973 / 1974 | |
| Macroeconomics Continued to enhance and improve the recession forecasting model, using better tools and resources available in an MBA environment. |
| Marquette University | |
| Bachelor's degree | |
| 1966 / 1972 | |
| Business Administration, Management and Operations Was part of a team that developed a recession forecasting model. Backtesting showed it to be 95% accurate. Now, 30 years later, it has lived up to that benchmark, having predicted 4 out of 4 recessions since 1975 with no false signals. |
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