• 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 ...more

• 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 problemsless