Education
Harvard Business School
MBA, 1977-01-01 - 1979-01-01Massachusetts Institute of Technology
BSEE, Computers and Electronics 1970-01-01 - 1974-01-01Work Experience
Validea Capital Management, LLC.
Current
Validea Capital Management, LLC.
Validea.com
Current
Validea.com
National Bank of Canada
2007-11-01 - 2017-03-01
National Bank of Canada
Micro Networks of America, Inc.
1985-01-01 - 1994-01-01
Micro Networks of America, Inc.
Skills
Summary
As the founder and CEO of Validea Capital Management, co-head of AI and Technology, and business strategy consultant, I bring a track record of success both in quantitative investing strategies and in leveraging technology for organizational and individual gain. My expertise includes advising on Business Strategy, GenAI, Computer Science/Programming, Data Analytics, Statistics, Marketing, and Strategic and Operational Planning. I’ve taken pride in building and leading motivated, engaged teams, and I’ve been appreciated for mentoring and staff development. My ability to attract top talent and retain high performers over many years has been a key to my career success. Highlights: • Brought more than 200 technical and financial products to market, with a value of over $822 million • Cross-functional leadership roles in addition to current financial leadership include: Information Technology at GE, Strategic and Technical Planning at GTE (acquired by Verizon) and Marketing at Texas Instruments • Founded three successful companies; all achieved profitability over many years. • Invited to present on GenAI and financial strategy at conferences and forums. • Led firm development of financial stock picking models that drove rapid growth in firm assets. • Hold two U.S. patents in the area of automated stock analysis using AI heuristics. I have authored two books: “The Market Gurus” and “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies” (based on AI-enhanced quantitative strategies). I’ve written for a number of publications and websites, including Forbes (current contributor), RealMoney.com and Canada's Globe and Mail.