Growing up I discovered a passion for writing—always creative, with a keen eye for details, spotting trends, and planning for the future. It started with creative writing but evolved, influenced by family: three generations of finance professionals. As a teenager, strategy became my compass ...more

Growing up I discovered a passion for writing—always creative, with a keen eye for details, spotting trends, and planning for the future. It started with creative writing but evolved, influenced by family: three generations of finance professionals. As a teenager, strategy became my compass through the world of Dungeons and Dragons. Those early days of decision-making in imaginary realms sowed the seeds for a strategic mindset that would guide me through the twists and turns of life. Success led me to Fairfield University and later Fordham University, where I earned my MBA. However, the most profound lessons were learned on the job. As a successful Technical Market Strategist, I've charted a course through the intricate landscapes of US and global financial markets—equity, fixed income, commodities, and foreign exchange. My focus now rests on the US equity market, where I navigate complexities with precision. I've graced the screens of TV programs including CNBC Squawk Box. My insights have echoed on the pages of Bloomberg, and recognition from Institutional Investor stands as a testament to my proficiency in the field. A leader at heart, I'm dedicated to publishing impactful research and collaborating with high-value clients. My expertise spans technical and fundamental analysis and I've weathered the storms of spanning equities, bonds, and commodities, all while managing teams in diverse corporate landscapes. A lifelong learner, I proudly bear the titles of Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). My journey has been a tapestry woven with experiences in large and small companies, presenting research, working closely with clients, and fostering collaboration across organizational hierarchies. As much as I thrive in the professional arena, my passion extends to mentoring and training the next generation in finance. Outside the corporate setting, I still embark on adventures in Dungeons and Dragons, now as part of a cherished father-son group. An avid pickleball player and proud Boy Scout patrol leader, my journey is as multifaceted as the characters in the tales I've spun. #FinancialMarkets #MarketStrategist #CFA #CMT #Leadership #Mentorship #DungeonsAndDragons #PickleballEnthusiast #BoyScoutLeaderless