Jesse has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and publishes The Felder Report.
An engineer and scientist by trade, I have managed my own investments since not long after college through the bubbles and troughs of the 90s to today. My goals are financial independence and protection from a random and sometimes irrational world.
15 years of personal and professional investing experience, manage family funds through various individual and retirement accounts. I've worked in retail brokerage for major sell-side firms, trained customer service reps and sold market data and electronic trading software for one of the industry leaders, and have several years of experience working with a leading, independent financial newsletter writer. Passed series 3, 7, 63/65 and CFA Level II candidate.
Michael Loftis is the founder of Ridgewood Capital Management LLC. His primary focus is value-oriented equity investing in the small and mid cap sectors. Michael is a former investment banker (Lehman Brothers and Barclays) and former M&A and securities law attorney (Mayer Brown and Keating Muething & Klekamp).