Education
University of Connecticut
Bachelor's degree, Economics 1994-01-01 - 1999-01-01University of Connecticut
MBA, Strategy & Finance 2002-01-01 - 2004-01-01Work Experience
Life + Liberty Indexes
Current
Life + Liberty Indexes
Excess Returns
Current
Excess Returns
Validea.com
Current
Validea.com
Applied Finance
2024-01-01 - 2024-11-01
Applied Finance
Validea Capital Management, LLC.
2005-03-01 - 2024-06-01
Validea Capital Management, LLC.
Cigna Healthcare
2003-05-01 - 2005-03-01
Cigna Healthcare
United States Air Force
1996-06-01 - 2002-06-01
United States Air Force
Validea.com
1998-01-01 - 2001-12-01
Validea.com
Skills
Summary
I am a disciplined optimist who believes integrity, hard work, creativity, resourcefulness, relationships, entrepreneurialism, commitment, reciprocity, and long-term thinking are paramount for success in business and life. I've been involved in all aspects of building two investment-related businesses — an asset management firm / standalone registered investment advisor (2005 to 2024) and an online equity research company (2003 to Present). I currently work with a select group of investment firms, including Life + Liberty Indexes, and ETF issuers on growth, marketing, and operational activities. I also launched and continue to help grow a successful investing podcast: Excess Returns. Excess Returns is a five-star investing podcast with the mission of helping investors become better long-term investors through education, interviews, and conversations with other highly successful investors. YouTube: Excess Returns: https://www.youtube.com/excessreturns