I have been investing since late 2005. Interested in high yield stocks, options, E&P names, and financials Currently work as a commercial real estate appraiser. Graduated Rutgers University in 2009 with a degree in Economics and completed my MBA at Rutgers Business School in 2015. @TheFreeMaherket
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-I am an RIA located in NYC and have over 30 years of experience in the investment business from both the dealer and investor side of markets.
- I have developed an any asset class yield style using high yield municipal bonds, closed end funds, master limited partnerships, dividend stocks, and REITs.
-My focus in this style for clients is to obtain high cash flow after tax with an attractive risk profile.
- For retirement portfolios my investment style is less focused on income except where client preferences would dictate high cash flow. -In retirement accounts I usually invest in ETFs as my core style.
- A big focus of my investments in both cases is managing risk to match client's risk appetite and ability to take risk