Trained as an Economist, for the past 10+ years have been investing in the small bank and energy sectors. Previously worked for the Federal Home Loan bank of Seattle and Fannie Mae.
On the energy side, have invested in actual wells and in many different energy investments.
Analyzing and investing in banks and financial services companies on both the sell and buy side for nearly 20 years, I'm passionate about investing in this complex industry. I manage a long/short hedge fund focused on the financial services sector, and consult with other funds, individuals and organizations about the industry. I am formally a private equity investor in banks and bank director.
Worked as Intern at JPMorgan Securities in high school on the REPO desk, and later did project management. Interned at Cohen Specialists on AMEX floor during college. Currently Studying for CFA. Want to obtain a research position in equities or fixed income. Value Investor, focusing on long-term dividend appreciation. I supplement portfolio dividend income by selling calls against stock owned, and puts against cash held, I do not use leverage ever. Outperformed S&P by 3% in 2013, 2% so far in 2014. Minimal trading.