Well-known Wall Street Behavioral Market Strategist; recent Head of Cross-Asset Trading Strategy at Wells Fargo Securities; previously Morgan Stanley's Chief Market Strategist. Earlier traded 12 years on the floors of COMEX, CSCE and the NYFE.
I am the founder and portfolio manager at Alcuin Asset Management. My primary research focus is US-listed Chinese equities. Being based in Shanghai, it allows me to have a much more in-depth understanding of the Chinese economy and consumer trends
Managing four global allocation portfolios at GFG Capital with assets over $1 billion. Managed the Stetson University endowment as a trustee and equity/fixed income analyst. Small Cap analyst at KCM Asset Management, a long short hedge fund.
Conservative Investor. Observer & Follower of the Markets. I trade high-reward low-risk moments in time, price & value. The opportunities4 EXCEPTIONAL returns r abundant. My observations of moments in markets=transitory in nature ≠ financial advice.
Alliance DataÂ® and its combined businesses (including EpsilonÂ® and LoyaltyOneÂ®) is North Americaâ€™s largest and most comprehensive provider of transaction-based, data-driven marketing and loyalty solutions serving large, consumer-based industries