My partners and I strive to help people build a secure financial future, drawing on the best analysis and practices. I contribute to the field with research published by S&P Global Markets, articles, and activities on behalf of the Chartered Financial Analysts Institute and the CFA Society New ...more

My partners and I strive to help people build a secure financial future, drawing on the best analysis and practices. I contribute to the field with research published by S&P Global Markets, articles, and activities on behalf of the Chartered Financial Analysts Institute and the CFA Society New York. Additionally, I edit the Income Securities Investor (isinewsletter.com), which uniquely covers the full range of investments for income-oriented individuals.less