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
Jason is a small business owner that has been investing in stocks since 1989. He is a value/growth investor. Jason holds degrees in biomedical engineering and materials engineering from Rensselaer Polytechnic Institute and started his own company in 2001, thus increasing his enjoyment of life considerably. Disclaimer: Jason reminds investors to always do their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
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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