At First Down Financial, Inc., we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs. FDF provides comprehensive wealth management services with a specialization in retirement income distribution and wealth… Show more At First Down Financial, Inc., we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs. FDF provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. FDF expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and the firm’s portfolio construction and downside hedging process are second to none. We utilize empirically driven financial planning best practices into a singular strategy to best address client needs and goals.As a company we were formed on the basis of one fundamental value, service. Our high standards of client care backed by award winning office technology and dedicated support staff ensures you will receive an ongoing personal service that will allow us to adapt to meet your ever changing financial circumstances and take advantage of opportunities as they arise. Our commitment to meeting your financial goals is a long term one; we tailor our services and solutions according to your needs and aim to ensure the arrangements we put in place are flexible and can adapt to your changing goals and priorities. In an increasingly complex financial arena we provide clients with comprehensive, clear advice and guidance on a full range of solutions. Show less

Trading Systems Development & Consulting- Built a complete coaching and futures trading mentoring firm, FXESTrader.com. - Offering constant strategic trading guidance to member students.- Wrote a weekly market commentary for membership view on the firm’s website and trading blogs.- Attained preferred educational partner status and taught quarterly one hour educational webinars for Linnsoft and Market Delta via their webinars.- Built a large following on fintech… Show more Trading Systems Development & Consulting- Built a complete coaching and futures trading mentoring firm, FXESTrader.com. - Offering constant strategic trading guidance to member students.- Wrote a weekly market commentary for membership view on the firm’s website and trading blogs.- Attained preferred educational partner status and taught quarterly one hour educational webinars for Linnsoft and Market Delta via their webinars.- Built a large following on fintech social media. Show less

L/S Futures based Hedge Fund and Advisor (discretionary trading)Principal in startup of $5MM long/short-strategy hedge fund.Managed a $15MM long/short-strategy hedge fund with a focus on equities, futures & currencies. Generated superior alpha over all relevant benchmarks including the HFR and Dow Jones Credit Suisse hedge fund indices.Analyzed market trends, conditions and developments to formulate effective and consistently profitable trading strategies; minimized risk… Show more L/S Futures based Hedge Fund and Advisor (discretionary trading)Principal in startup of $5MM long/short-strategy hedge fund.Managed a $15MM long/short-strategy hedge fund with a focus on equities, futures & currencies. Generated superior alpha over all relevant benchmarks including the HFR and Dow Jones Credit Suisse hedge fund indices.Analyzed market trends, conditions and developments to formulate effective and consistently profitable trading strategies; minimized risk through strategic management of portfolio positions.Wrote a daily market commentary for distribution to clients and the firm’s internal investment team.Provided long term direction and suggested portfolio positioning as Chief Investment Officer.Managed an active futures portfolio with a focus on US equity indices and currencies. Sat on the operating and risk management committees as part of the fund’s leadership team.Reduced equity/future execution slippage by 25% per annum.Designed, implemented and modified changes to the charting platform including integrating new and updated order flow algorithms and trading signals to Market Delta.Traded seven+ global commodity/futures and FX markets as hedges to the equity portfolio.Composed weekly and monthly market commentary to the fund’s clients.Managed all sell side equity/future brokerage relationships for the firm.Responsible for all corporate action decisions on the portfolio.Spearheaded marketing efforts to raise the level of assets under management. Show less

Investor Capital Raising (PA region) for a large private HNW RIA.Instrumental in development of retail and institutional HNW clients in PA/NJ area. Focused on setting goals, sales strategy/presentations and creation of a needs based consultative selling environment.Wrote, organized and conducted successful regional seminar programs to court new clients.Responsible for maintaining 150+ client relationships brought in over three years with approximately $150 million in… Show more Investor Capital Raising (PA region) for a large private HNW RIA.Instrumental in development of retail and institutional HNW clients in PA/NJ area. Focused on setting goals, sales strategy/presentations and creation of a needs based consultative selling environment.Wrote, organized and conducted successful regional seminar programs to court new clients.Responsible for maintaining 150+ client relationships brought in over three years with approximately $150 million in assets.Achieved much envied Silver Club status in 2003-4. Show less

- HNW Portfolio Management and Financial Planning - Awarded President Circle twice