PORTFOLIO MANAGER | TRADER | FINANCIAL ADVISOR | EQUITY OPTIONS I am a portfolio manager and trader with over 10 years of success even in volatile markets. My background includes portfolio manager and trader at PMB Trading where I have surpassed the key indices for the past 3 years. I am ...more

PORTFOLIO MANAGER | TRADER | FINANCIAL ADVISOR | EQUITY OPTIONS I am a portfolio manager and trader with over 10 years of success even in volatile markets. My background includes portfolio manager and trader at PMB Trading where I have surpassed the key indices for the past 3 years. I am particularly strong in partnering with my clients to understand their financial goals and risk tolerance so I can craft personalized portfolios and trading strategies that more than meet their needs. Deep experience mitigating risk and generating positive returns through the use of various equity derivative strategies such as covered calls, stock replacement, and hedging techniques. Skilled at leveraging in-depth comprehensive knowledge of economic factors and their effects, to increase alpha, protect investment principal, and govern portfolio risk. Employing a philosophy founded on reducing market and individual securities risk via rigorous market monitoring, and in-depth social/economic data analysis, enables me to implement option strategies proven to reduce losses, and generate returns that have outperformed benchmarks. ----------------------------------------------------------------------------------- EXPERTISE Portfolio/ Wealth Management Alpha Generation Equity Derivative Strategies Volatility Dynamics Capital Replacement & Alternatives Risk Management & Hedging P&L Attribution Data Mining Market Character Observation / Interpretation & Articulationless