Brian graduated from Suffolk University in Boston in 2007 with a Bachelor of Arts in Finance. He joined the Financial Service Industry in 2005 at Bear Stearns & Co. Prior to joining the Financial Service Industry. He worked in the watch manufacturing industry with Hartcase Corp.
I am currently 45 years old, and I have been interested in investing since I bought my first mutual fund at age 14. I have been an active trader and investor for 30+ years now. Along the way, I have worked in real estate, and as an investment and insurance representative. I am also a Chartered Financial Consultant.
I currently run a Commercial Finance Brokerage.
I am a value investor specialized in analyzing small/mid-cap companies and good at identifying under-valued fast growing companies.
A believer of value investmenting and a follower of Warren Buffett, Charles Munger, Peter Lynch and John Neff.
Andy Li, Ph.D, CFA, FRM is currently an active investor and works for a global financial institution.