Currently manage equity, private company, and crypto portfolios on behalf of family offices of growth and value equities utilizing proprietary portfolio modeling. Assist clients with portfolio management, tax-efficient investing, and estate planning. Accounts are managed in separate accounts and investors are all accredited.Blended all client accounts since 5/2019, inception, double digit alpha above all broad indexes.Utilize proprietary models in Excel to track fundamental value of equities and pricing of client portfolios.

Volunteer Member of Investment Committee of a $30 million dollar endowment. Capital is primarily invested in a combination of index funds and an alternative investment combined pooled fund managed by Combined Jewish Philanthropies.Participate in quarterly investment and performance telephone and zoom meetings.Evaluate money managers and decide upon manager selection.Alternative Fund Investment Analysis.

3 LPs and $1 million to manage volatility fund.Analysis of earnings spikes pre earnings, measuring implied/realized volatility spreads taking averaged realized volatility vs elevated implied volatility.Sold delta neutral straddles and synthetic ATM matching options expirations to realized volatility historic timeframe, and close positions post earnings. short gamma and Vega and flat delta.php, apis to pull volatility data on all high liquid and large cap equities.

Hired by VC-Backed startup as a Change Consultant to identify multiple challenges with creating and launching an MVP. Identified technical problems with website and team and recommended systemic changes for company, named Co-Founder, COO, Senior Product Manager.Identified best practice software development, and implemented daily use of Jira, Trello, Hipchat, Go Mockingbird (web design, mockups), Database Management.Hired and managed three Chief Technology Officers, a team of 15 developers, data analysts, and community managers.Grew a community of users from 0 to 40K+ institutional investors through the design and implementation of a new website, email newsletter campaign, along with search engine optimization, data procurement, iteration and planning.500% growth in users by designing an algorithm to identify usernames of new users from email format of existing users.Agile software development implementation.

Guest Lecturer in two sessions in the Business, Social Entrepreneurship Program and Sustainability Initiative at Rollins College. 6 hours of lectures on Social Entrepreneurship, Capital Markets Formation, limited and general partnerships, and alternative investments. Case study of Trusted Insight including what it takes to grow a social platform for institutional investors. Hosted two social entrepreneur guest lectures with Q&A from students in Skype Video Interview format.

Exit to Morningstar Inc.Identifying lack of risk-adjusted returns-focused ranking systems in financial tools, I created a linear algorithm that ranks alternative investments, primarily hedge funds and unit investment trusts. This system was entirely run in excel, VBA and C++. Filed and approved US Patent #7,536,333, “A System of Hedge Fund Ratings”, a linear algorithm to rank alternative investments, https://patents.google.com/patent/US7536333.Spearheaded the design, launch and growth of a database and CRM of 8,000 hedge funds and 25,000 institutional investors.Created an investment product using SkyRank System of Hedge Fund Ratings to rank unit investment trusts "UITs", as the investment engine, "SkyRank Navigator" for a SocGen structured note.Sold company asset to Morningstar Inc. negotiating with Founder and CEO, Joe Mansueto.

Tradelink is a multi-billion dollar arbitrage trading firm.Created proprietary methodology to monitor theoretical edge and risk of multiple positions in real time. Programmed in Unix / Solaris system to monitor theoretical edge of pairs in real time monitoring edge based upon delta and vega-neutral spreads.Created and traded volatility arbitrage equity options trading model based upon realized versus implied volatility of highly-correlated pairs in several industry sectors.Utilized Bayes-Markov to predict volatility jumps and adjusted volatility in system to identify and monitor theoretical edge.

Equity Options Market Maker Traded and managed all levels of risk of options book of all securities in the Bristol Myers / Corning pit at height of internet bubble and through its decline. Results:• Became front-row market maker over 2.5 year period, trading for $2 million+ profits using delta-neutral active trading.• Managed risk of options book, running daily implied and forecasted volatilities and theoretical values, using MicroHedge and GLTrade.• One of eight remaining profitable traders (of 100+) when Lakota was acquired by GBar.

Member of Team helping high net worth clients with accounts greater than $600,000 to manage their individual portfolios of stocks, bonds, derivatives and mutual funds.

Prepared lesson plans and led classroom teaching for 7th, 9th, 10th and 11th graders. This included Algebra, Geometry, Trigonometry and Pre-Calculus.