Greater Chicago Area
* 20-plus years of equity research, market strategy, macro analysis, sales, and product marketing experience. * In-depth understanding of financial markets and economic data, as well as product categories that includes equity, fixed income, ETFs, closed-end funds, mutual funds, and UITs. Specialties: Investment Research, Stock Market Strategy, Portfolio Management, Economic Analysis, Sector Analysis, Asset Management, Fixed Income, ETFs, UITs, Closed End Funds, Speaking Engagements, Investment Seminars, Sales Training, Publishing Research, Retail and Institutional knowledge, Technical Analysis, Fundamental Analysis
As Chief Market Strategist at Guggenheim Funds I am responsible for analyzing trends in the economy and financial markets.
Was responsible for selling and building product awareness for the Claymore stable of investment products (ETFs, UITs, & Closed End Funds). Hosted educational seminars and value-added presentations as part of the sales efforts.
➢ Was responsible for providing over 500 financial advisors with ongoing investment intelligence to help drive revenues in the Private Client Group. Duties included stock ideas, sector analysis, portfolio evaluations, and general market commentary. Efforts contributed to the company’s advisors being amongst the most productive in their regional peer group. Other responsibilities included the co-management and marketing of the Advest Select Portfolio, a large-cap growth portfolio with peak AUM of over $250 million.
Managed the Correspondent Research Department. Duties included equity market analysis, individual stock analysis, and portfolio analysis and constructions. Was also responsible for managing a team of three other investment professionals.
Research boutique specializing in equity coverage of the cable and cellular sectors. Covered West Coast institutional accounts.