Overview

I am a CFA with over 25 years of experience. My current practice includes acting as a consultant to other money managers. I build investment models to order, evaluate individual companies, provide macro-economic based advice on allocation to risky assets vs risk free and am available by e-mail to answer any investment question. My Bloomberg subscription gives me access to a deep and wide database of information that I find essential in my practice. If you need outside help, please contact me here. Services available on an hourly or annual subscription basis.

Market
Advisor/RIA
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...