My experience in the Capital Markets began in 2005 with a regional brokerage firm. I joined a private wealth management team in 2008 as an analyst and in November of 2012, founded Birch Run Financial along with Ed Lambert , Financial Advisor, RJFS . As a managing partner of Birch Run Financial, it is my goal to provide comprehensive analysis of market and economic factors to improve the risk-adjusted portfolio returns for the clients of our group.Specialties: quantitative risk management, financial analysis, statistical attribution analysis, regression analysisFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Securities offered through Raymond James Financial Services, Inc ., . Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services , Inc.
Listed skills include Financial Modeling, Portfolio Management, Financial Analysis, Finance, and 11 others.