Founder of financial advisory firm, serving clients in North America, Europe & Asia. Partnership Private Equity. Ross School of Business | Phillips Academy Archer & Fisher Private Equity | Hathaway Pacific Management
Trading since 1987, Ichimoku disciple with a preference towards trading options, SPY and equities using technical analysis, patterns, fibonacci and CANSLIM mindset. Architect, father, Vietnam Veteran, USN 72-76. Core : Integrity, Honesty, Respect.
Vice President for the American Association of Individual Investors and AAII Journal Editor. Speaker, WSJ Expert Panelist, regular guest on Your MoneyLife (@MoneyLifeShow), author of Better Good than Lucky, and KU alum.