I'm a financial markets and investment management executive with over 30 years of experience, including general management of mid to large size organizations, corporate development, product development, business operations, and strategy. I founded Wavelength Capital Management, with a simple ...more

I'm a financial markets and investment management executive with over 30 years of experience, including general management of mid to large size organizations, corporate development, product development, business operations, and strategy. I founded Wavelength Capital Management, with a simple yet revolutionary thought to do what's right for clients and advisors. I find that transparency, reliability, process, and fairness are often guideposts to the route of success. What excites me most about my work is solving investment problems and unmasking the complexities of finance in hopes of making everyday investing and products more intuitive and accessible, so that people get more from them with less investment (of time, dollars, or effort), i.e., making them more efficient. In my years of experience with asset management, banks and brokers, I learned their inner workings, how to build better products, and how to get the word out about those products. I found the financial and banking world to be slow to change, poorly designed, and lacking sufficient transparency or convenience. Then and now, my interests lie at the intersection of markets, economics, psychology, and design. At Wavelength Capital, we strive to make life better: We seek to save people time and money and empower them to reach their important goals faster. Specialties: Simplifying complicated problems, making processes more efficient, investing, financial markets, technology, and marketing.less