John Jacob P.

John Jacob P. Email and Phone Number

Senior Global Macro Consultant for GFA @
John Jacob P.'s Location
Houston, Texas, United States, United States
About John Jacob P.

My aptitudes are in thought leadership, a passion for life, and a profound mandate to be an active agent of change. I serve the Lord and he provides tests, but never more than I can handle. by nature, I can be very outgoing and am very effective in the art of social interactions and introducing interesting and often amazing people to other people who share their interests and passions. Having grown up with exceptional parents and having lived significant periods of times in New York, Houston, Sydney, London, Florida and having been had 40 years of exposure to the Global Exxon corporate culture as well as the Corporate culture of Citibank, Chase Manhattan, UBS and Morgan Stanley and specialized high end retained executive search firms where I have know the owner and the principles since 1997 have given me a global perspective and a unique insight into the way in which the US- Anglo-Saxon, Dutch, German, Swiss and Belgian policy makers perceive the world. A 40 plus year scholar of history, particularly geopolitical and financial history; literature, Music and the Arts provide me with an insatiably curious intellectual curiosity to "connect-the-dots". An avid sports fan and participant in baseball, football, tennis, rugby, table tennis, golf, swimming, body surfing, downhill and cross country skiing, soccer, weight lifting are among my athletic passions as a teenager and areas I still follow as time permits. My involvement with USANA helped to expand my focus on vitamins, minerals, photo nutrients and the science of health and nutrition. My Grandmother Martha was the single most influential relative beyond my parents who celebrated their Golden wedding anniversary on June 15 of this year and my brother Pete. I am extremely motivated and have since childhood have had inculcated in me by my maternal grandmother and her brother John Lepska a very keen interest in numismatic coin collecting and the importance of prudent saving and investing.

John Jacob P.'s Current Company Details
Global Financial Analysis

Global Financial Analysis

Senior Global Macro Consultant for GFA
John Jacob P. Work Experience Details
  • Global Financial Analysis
    Senior Consultant
    Global Financial Analysis 2007 - Present
    Houston, Texas Area
    The GFA Mission and passion is to provide Thought Leadership and consulting on areas including marco economics ; Portfolio diversification and global asset allocation and asset allocation blends. Additionally we focuse on market trading systems, both mechanical and discretionary systems . GFA also has proprietary asset portfolio systems, utiitizing a synthesis of those studied at The top "Portable Alpha capture" Firms -------------------------------------------Global Financial Analysis was originally founded in 1990 in New York by Robert Colby and John Pitera Jr. The two were originally introduced by Bill Sarubi who was then at Paine Webber. Mr. Colby was the the co head of Smith Barney's Technical Analysis Team and Mr. Pitera was working as a Sr. Management Proprietary Currency Position trading at Chase Manhattan B on the 35th floor of 1 Chase Manhattan Plaza. Over time the company has thrived to develop a broader base of knowledge and experience and has been involved in the managing of Funds for several clients and Mr. Pitera has been the Senior Managing Partner of a high alpha trading Fund, The GZ fund that traded in currency, interest-rate, energy, and Equity Index Futures and Options. The Fund outperformed it's benchmart target which was the Nasdaq composite average.--------------------------------GFA has a collaborative team of partners and consultants many who have many years of experience working with Global Investment Banks, Big Four Accounting Firms, Multinational energy firms, Silicon Valley tech companies. One of the Principles of the company has also worked for a C Level and higher Retained Human Resource firm that has done work for the Big 4 accounting firms, the top valuation companies such as Moody's, S&P; consulting firms, such as Accenture, McKinsey, Hoolihan Lochey; and major econometric consulting firms such as Charles River Group, John Taylor's FX Concepts, Oanda, Legal and Economic Consulting Group.
  • Bfl Associates , Houston, Tx
    Managing Director Retained Search Executive
    Bfl Associates , Houston, Tx 2005 - 2007
    11 Greenway Plaza, Houston Texas Suite 535
    • Conducted multiple nationwide searches for 3 of the Big 4 accounting firms, as well as expert services firm and valuation firms.• Extensive Searches for Washington DC based Audit and assurance senior accountants. Conducted extensive Energy Service Sector services for VP Level experts. • Sourced Partner level candidates for work in Global Transfer Pricing, FASB 133 derivatives compliance; Basel II 2008 Global Banking Capital Reserves Requirements ( much of it contacting and arranging meetings in the Greater China Region.)• Extensive research recruiting and providing of written thought leadership on Valuation and Counter Party Risk of Collateralized Debt Obligations and Credit Default Swaps. • Extensive Monitoring of the 16 Principle Investment Banks issuing and trading in Global Credit Default Swaps Industry; one which has grown to a global industry with a 52 TRILLION dollar notional value over past 5 to 7 years.• Partnered with Stanford Financial Group on creation of BFL China Fund Website; explored creation and funding of BFL China Hedge Fund. Developed all content and analysis on www.bflchinafund.com website.• Lead creation and provided thought leadership on developing contacts with world experts in litigation and forensic accounting in the investment banking area of Credit Default/Swaps and Collateralized Debt Obligationshttp://www.bflassociates.com/E_who.html
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 2004 - Apr 2005
    1260 West Granada, Ormond Beach, Florida
    engaged in intensive study of efficient Market Frontier, Optimal Capital structures... Ibbottson's statistical uses of Data Mining to create windows of rolling time periods where the highest 5 and 10 year rolling periods of market returns are optimized by selecting periods using statistical data mining generating algorithms.....
  • Ubs
    Financial Advisor
    Ubs Mar 2002 - Apr 2004
    The Woodlands Texas
    UBS / Paine Weber -- UBS had Investment Banking, IPO abilities, Mergers and Acquisitions, High Net Worth - Wealth Management, Institutional Asset Management, Advisory Capabilities...but no US retail network to sell the Products they were securitizing; Initial Public Offerings, and bond and other debt placements for various governments, municipalities and corporations. UBS purchased Paine Weber ; a transition window in time existed where the firm was called UBS/ Paine Weber then standardized on UBS... and thus solved the lack of a retail distributionnetwork.Much in the Same way that Morgan Stanley had a great name and did all of the Investment banking side of the business, when it was divested from JP Morgan in the early 1930's... but had to acquire Dean Witter Reynolds in 1997 to provide MS with retail distribution channel to sell the myriad products they were creating. Went through UBS training Program and obtained series7 license..... Sat for Texas Insurance License and the unified Series 66 which was a combination of the series 63 and Series 65.
  • Pitera Perspectives Corporation
    Founder
    Pitera Perspectives Corporation 1993 - May 2002
    The Woodlands, Texas
    Financial Analysis, Investment Advisory, Proprietary Investing, Client Investing and Consulting Company with a Ful Website with Investment and trading themes. A second website "TheCapitalMarkets.com was developed and had several contributors from SILICON INVESTOR, prior to divesting it when I went to UBSBeverly Pitera, a former lead systems developer for Houston Natural Gas (which subsequently mergered and became Enron) provided computer programming services and Website Design as an additional Profit Center
  • Gz Fund Llc
    General Managing Partner
    Gz Fund Llc 1999 - 2001
    The Woodlands, Texas
    GZ Fund LLCJohn Pitera wasthe Managing General Partner of the GZ FUND llc -- a Woodlands, TX fund using Active Portfolio Management --- Opitimal Risky Porfolio theory; Alpha Capture and Portability utilizing derivatives such as futures, options, Forex Cross Rate Position and duration capture on the debt holdings.Investors in Fund where interested by the Positioning Contests Provided by Silicon Investor. Dr. Michael Chen was the other General Partner and a Miami Baed Futures Trader with Merril Lynch in Miami, Florida was the Full time Trader. We evaluated and established Position Trades and Ira Paul Moskowitz then traded around our core positioning and implemented many of his own proprietary techniques.
  • Jpmorgan Chase
    Management Proprietary Foreign Exchange Trader
    Jpmorgan Chase Oct 1987 - Nov 1988
    1 Chase Manhattan Plaza, New York, New York
    Hired from CitiBank Australia - I was hired as a Sr. Management Proprietary Foreign Exhange Positioning Trader. Had a $25 million position limit and traded spot FX, Forward FX, including $/DEM, $/JPY.GBP/$, AUD/$, as well as various currency cross rates (pairs). Also utilized OTC currency options written by our options desk. Also had a Bond Futures Profit Center.. Sat Next to Joerg Schroder, who ran our Medium Term FX book... which even management did not understand, the different ways to mark the book to Market, as the bid ask price was huge and the 3 and 5 year forward rates were a thin market.... He taught me the significance of large interest rate differential in FX, and I taught him Technical Analysis, particularly Elliott Wave -- Fibonacci Time and Price projections and more advanced ways of utilizing Time Cycles in determinating future price levels.
  • Citi
    Chief Market Technician / Bill And Bond Dealer / On Positioning Fx Management Team
    Citi Mar 1986 - Oct 1987
    Sydney, Australia 1 Margaret Steet, All Trading Stations On 11Th Floor.
    Leader of the Bond and Bill Futures Profit Center, Andrew Hoskins was the trader with the best natural intuitive skill set; Also Chief Market Technician · June 1986 to August 1987Ran a technical positions profit center; implimented Live time computer charting of price , time and momentum studies that did not previously exist in any of the major bank dealing floors in Sydney. Was a member of Senior Management Commitee headed by CEO, SVP, Treasurer, chief economist... analyized pros and cons of Uncovering over 1 Billion $AUD hedge against US Dollar. Lectured at Multiple Sydney Bourse Courses on Technical Analyis vs. Fundamental Analysis... Presented at the Sydney Futures Exchange on our Approach to Elliott Wave - Fibonacci Price and time Projects, WD GANN time cycles, momentum divergence studies, sentiment.. and elaborated -- Citi was 50% of daily Bank Bill contract volume, yet orders were both buys and sells due to the hedging and arbitrage opportunities at the Swaps, Floating Rate Note, Bond, Bill, Forward FX and Funding Desks. Was founder of a group of Traders and managers interested in the nascent technology of computerized trading systems, Including ExPats such as Peter Nielsen of B of A, the head of bond dept. at Bankers Trust, Barclay's, BNP, HSBC, Midland Bank, Macquarie Bank, Chase, National Westminster, Westpac, NAB, A & Z Bank...... etc.
  • Richardson Mann Group
    Registered Representative Of The Sydney Futures Exchange
    Richardson Mann Group 1985 - 1986
    Sydney, Australia On The 11Th Floor Of The American Express Building
    Registered Representative of Sydney Future exchange / Engaged in Fund Raising and Trading of Discretionary Accounts.Discretionary Trading of Futures, Options and Spot FX. worked extensively with Gold and Gold Options, NYMEX Crude and Crude Spread trades, S & P Futures and OEX index options.... also generated multiple new acccounts with fresh money for the Firm... Located in the American Express Building in Sydney on the 11th Floor, Craig McIvor, Gary Holland, Graham Filmer and several other notable trader were there at the same time.I worked with Ian Robinson the Head of PC Australia Magazine and Brett Higgins of Modern Work Management to Build a forerunner of the World Wide Web that Australian Telcom had running in the Central Sydney Business District. We had a "Website" that provided Elliott Wave analysis, time cycles and support and resistance levels on several Key markets.

John Jacob P. Education Details

  • The University Of Houston
    The University Of Houston
    Finance: Accounting And Entrepreneurship
  • Fairleigh Dickenson University - Madison, New Jersey
    Fairleigh Dickenson University - Madison, New Jersey
    Was One Of 5 Students Who Completed Course- Case Studies Of Judicail Presidence
  • The University Of New South Wales
    The University Of New South Wales
    Courses In Foreign Exchange Pricing Theory, International Banking And Futures Markets
  • The University Of Texas In Austin
    The University Of Texas In Austin
    3.6 First Semester --Dean'S List -- Invited And Joined 2 Honor Societies
  • Memorial High School - Houston Texas
    Memorial High School - Houston Texas
    History, English,Math, Chess, Rugby, Football, Memorial Investment Club

Frequently Asked Questions about John Jacob P.

What company does John Jacob P. work for?

John Jacob P. works for Global Financial Analysis

What is John Jacob P.'s role at the current company?

John Jacob P.'s current role is Senior Global Macro Consultant for GFA.

What schools did John Jacob P. attend?

John Jacob P. attended The University Of Houston, Fairleigh Dickenson University - Madison, New Jersey, The University Of New South Wales, The University Of Texas In Austin, Memorial High School - Houston Texas.

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