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I am a financial adviser and Registered Investment Adviser specializing in emerging growth stocks. I am also a market technician with an article written in the Wall Street Journal about one of my market hedging techniques (Google: Moving The Market-Tracking The Numbers, Edward Levi, The Wall Street Journal). I've spent 11 years at Dean Witter, 18 at Smith Barney, and 8 at Morgan Stanley. I've decided to join Beverly Hills Wealth Management so that I can concentrate on building private hedge fund portfolios for clients, whether related to growth or income, or both.

I specialize in emerging growth investments that run the gamut from medical devices and therapies, technology, and alternative energy.

I've ...More
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Closed End Funds, ETFs, Energy stocks, Stocks - long, Stocks - short, Tech stocks
Beverly Hills Wealth Management I build private hedge funds for clients seeking growth, income, or a combination of growth and income. I hedge these portfolios when sentiment is extreme.
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Moving The Market-Tracking The Numbers, Edward Levi, The Wall Street Journal The Wall Street Journal wrote an article about my use of proprietary sentiment measures based upon a call/put ratio I helped put together at The International Securities Exchange, the largest electronic options exchange. This is only one of a substantial number of sentiment and momentum indicators I follow ...More