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dowjobber

dowjobber
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ABOUT
I began to follow the market and invested in 1963 after receiving a small inheritence. In 1966, I went to work as a broker for a small NYSE firm. In 1978 I realized that more capital was needed by Wall Street firms and spent the next 20 years at Merrill Lynch and was very successful but was burned out at age 55 and was fully vested so I retired believing that the business model that the large investment firms were pursuing no longer made sense. After 3 years in retirement I was recruited by a trust company to be the chief investment officer responsible for $220 million in individual portfolios. I lasted there for four years realizing that the same thing that made me quit Merrill was once again working against me at the ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Weekly
  • Interests: Bonds, Dividend stock ideas & income, Gold, Retirement savings, Stocks - long, Stocks - short, Tech stocks
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ddd Aug 20, 2013