Investment Professional in Dallas, Texas
Since first obtaining my securities license in 1989, I’ve worked at the largest global investment banks on Wall Street including Lehman Brothers as well as Bear Stearns and Citi as a Managing Director and sell-side equity research analyst.
I’m now at another bulge-bracket firm where I help individuals and families instead of institutional investors.
Institutional Investor Magazine’s All American Research poll, the Wall Street Journal, Reuters & Greenwich Associates awarded gave me the top ranked Equity Research Analyst spot in multiple technology sectors in the United States & Europe for many years.
My views & recommendations often appeared both in print & online media such as Forbes, The New York Times, Investor’s’ Business Daily, Barron’s & The Wall Street Journal. I have also made numerous appearances on CNN and CNBC. In 2016, I also appeared as an investor on the second season of CNBC’s show called Make Me a Millionaire Inventor.
I love spending my free time outdoors with my wife of over 25 years, my twin boys and my two rat terriers. My hobbies include hiking, backpacking and photography where I love to create lifestyle portraits of my friends and family.
- Southern Methodist University
- Loyola University of Chicago