As a Partner and Senior Analyst, I have over 35 years of professional investment experience.
My investment start came in 1983 on the floor of the Philadelphia Stock Exchange. After several years as an options broker, I was recruited by Merrill Lynch to work on the Institutional Foreign Currency desk as a Foreign Exchange Options Broker. I later accepted a position as an Options Trader for Pro Edge Fund on the Philadelphia Stock Exchange (PHLX). At Pro Edge Fund, I was responsible for research and option strategy design for the sole purpose of trading multiple stocks and options in order to add to the bottom line of the fund in a positive way.
After 5 successful years as a trader, I transitioned my career after 9/11 and began a 14-year tenure at Morgan Stanley. I served as an Analyst and Wealth Advisor on a team managing $600+ million. I hold a Series 7, 31, 66 along with Health + Life Insurance licenses. I left Morgan Stanley to become a fiduciary on an Independent RIA team at Pine Valley Investments in March of 2016 where I presently continue my career.