• Co-Founder & Partner at Smooth Sailing Indexes, Inc. - a global index provider specializing in tactical, risk managed turnkey indices for financial institutions.
• Founder & Partner at Bull's Eye Trading, LLC. - a disruptive technology group that designs "future" product solutions available in ...
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• Co-Founder & Partner at Smooth Sailing Indexes, Inc. - a global index provider specializing in tactical, risk managed turnkey indices for financial institutions.
• Founder & Partner at Bull's Eye Trading, LLC. - a disruptive technology group that designs "future" product solutions available in the present to financial institutions.
• Founder; Signal licensing & consultant to Registered Investment Advisors at Investment Portfolio Solutions, Inc. (IPS).
• Regular, long-term contributing author to Proactive Advisor Magazine.
• Created and co-managed a USA based 40 Act global currency mutual fund.
• Has owned and/or co-owned and operated two registered investment advisory firms.
• Past board member, President and Chairman of the National Association of Active Investment Managers (NAAIM), an organization that represents over $35 billion in managed assets and embraces techniques for improved money management.
• Frequently speaks at major financial conferences and non-profit financial association groups (NAAIM, MTA, AfTA, AAPTA, AAII, etc).
• Often featured/quoted in many major financial publications (Investors Business Daily, Wall Street Journal, etc.)
• Regular contributor and frequent cover story to FOREX Journal Magazine (based out of Singapore).
Specialties:
• Creating indexes (equities, debt, currencies, commodities)
• Signal licensing and/or custom portfolio design
• 40 ACT creation / consulting / referring
• Invention of trading indicators
• Developing technical trading models
• Single CUSIP financial product creation (40Act Mutual fund)
• Author
• Commentary
• Solving problems
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