I am the Chief Investment Officer of 4Thought Financial Group. As head of portfolio management operations, I provide investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing clients. I also serve the firm as director of economic theory, research and publishing. I cofounded 4Thought in 2010 to provide direct management of client accounts through proprietary asset management programs geared toward specific market conditions.At 4Thought Financial Group we take a multi-faceted approach to wealth management. We focus on utilizing formulaic data-driven investment strategies designed to create durable portfolios for clients in all market conditions. I lead the development and management of our team’s algorithmic strategies. I'm dedicated to research and understanding of economic conditions and financial markets. I 've been published in a number of business, academic and professional journals including the CPA Journal, Advisor FYI, and The Journal of the CPA Practitioner. I have also been interviewed by US News and World Report, The Fiscal Times and other national financial publications on investing and other financial topics. I earned my MBA in International Securities Investment, International Development and Entrepreneurship from Thunderbird School of Global Management and my Bachelor’s in Economics from Colgate University. As a Registered Financial Consultant and Investment Adviser Representative, I hold the Series 66/65 Advisory license and am a licensed life/health insurance representative.I am also the author of a sci-fi novel with underlying themes of economic development and human advancement entitled “Phoenix in Flames.” My family and I live in Huntington, NY.Investment advisory services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.