BA (Economics). Banking background for 30 years. Military service. History & Political buff, in particular to WWI & WWII on the European Eastern Fronts.Hobbies are golf,stamps & coins,soccer and talking world politics. Investment horizons are 1-3 years with value based stocks.Individual investor for over 20 years with geo-political stock, such as oil,pm,natural res. & dividend stocks.In the long run, we are all dead; its the short run that counts!!! Enjoy life!!
Steven Jon Kaplan began TrueContrarian.com in August 1996 as a weekly blog and later expanded this to a daily newsletter with intraday updates in February 2006. Steve provides financial consulting which emphasizes long-term tax and investment planning. He has been trading his own account, and those of family and close friends, since 1981, and handles separately managed accounts for qualified clients. As a registered investment advisor, Steve charges a 20% performance fee on net profits and zero management fees. He has been quoted in Barron's, Market Watch, Dow Jones Newswires, Seeking Alpha, and Kitco. Steve has appeared on Market Watch cable TV with Stacey Delo and was interviewed by Alisa Parenti on Bloomberg. Since 2010, Danielle Kerani Oberdier has served as Steve's business associate.
Steve enjoys running with the New York Road Runners, composing and performing on piano and voice, writing stories, and traveling to unique places. He enjoys hearing from anyone about a wide range of topics, so please let him know what you think about the web site or whatever is on your mind. You can find his music at http://www.reverbnation.com/stevenjonkaplan .
I am a "reformed" ex-financial adviser who made a career change into healthcare for both practical and altruistic reasons. I have over 15 years of past experience in wealth management. During my previous career I specialized in overall portfolio management and relationship management for ultra-wealthy clients. Prior to voluntarily walking away from a very successful but ultimately unfulfilled career, I co-managed a book of business totaling approximately $1.2 billion AUM including stocks, bonds, mutual funds, hedged funds and private equity funds for a private trust company.
However, after a close family member passed away in 2011 I did some deep soul searching and decided to leave the wealth management business in 1012 for a career in healthcare. From an altruistic standpoint, I believe that I can have a more meaningful impact on society in the healthcare field as a clinician. Also, from a more pragmatic standpoint, I believe that disruptive technology will have less of an impact on careers such as physicians, physicians assistants and nurse practitioners; these types of careers are hard to automate for a number of reasons beyond the scope of this bio.
Now that I have successfully completed my career transition into healthcare I would like to leverage my years of financial experience to keep individuals informed and entertained. I would be doing this research for myself so why not write about it in an open forum like Seeking Alpha. Thanks for reading my profile and I hope that you enjoy my articles.
Education:• B.A., Political Science from Valdosta State University (2000) • MBA, University of Georgia (2010) • BSN, Mercer University (2015)
Retired Refinery and Petrochemical Commissioning and Production Manager, having worked for 48 years worldwide in more than 42 countries and on more than 42 small and big projects. Fluent in at least 4 languages and a practical very Hands-on Engineer / peoples Leader and so on. Now staying in Switzerland on a Refinery Project.