Second Opinion Equity Education
After spending 20+ years as an equity analyst working on Wall Street in NYC, I was shocked to find out how disadvantaged the individual investor is. I became an Investor Advocate in order to help educate investors so they can make more informed decisions.
I spent 20 years as a professional investor/analyst focused on the institutional investor (hedge funds, professional portfolio managers, pensions funds...etc) as a client. Now I am solely focused on consulting to individuals so they can make better investment decisions.
Investment advocacy services provided by analyst who has been recognized three times by the Wall Street Journal as "Best on the Street" analyst.
Frequently asked questions
What is your typical process for working with a new customer?
1. Contact me
2. 1 hour consultation at place of customer choice
3. Educate and help customer understand investment dynamics
4. Persistent follow up