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Skills

  • Analytics
  • Data Analysis
  • Educational Consulting
  • Microsoft Excel
  • Stock Trading
  • Technical Analysis
  • Training
  • Wealth Management

Services

  • Stock & Options Market Expert/Instructor

    $125/hr Starting at $250 Ongoing

    Dedicated Resource

    I'm a portfolio manager (RIA, CTA, and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently...

    AnalyticsData AnalysisEducational ConsultingMicrosoft ExcelStock Trading

About

I'm an accomplished investment strategist, risk expert, and extremely proud father.

I'm a portfolio manager (RIA, CTA, and fiduciary), options trader, and risk manager for private clients. I also teach options trading for a well-known and well-respected trading education firm. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas:

- Trading coaching (options, stocks, futures)
- Custom trading tools (Excel only, no Python, APIs, etc.)
- Data Analysis
- Hedging and portfolio management

Feel free to reach out regarding private wealth management as well.

Work Terms

Flexible payment terms - prefer e-mail communication