Gene is an economist and portfolio manager of several multi-asset strategies at United Capital Financial Advisers, LLC. He previously was a columnist for The Street’s Real Money site, covering economics, in addition to his role as Chief Investment Strategist at an RIA that manages investment grade bond separate account strategies. Previously, as Director of Investments at Genworth Financial Wealth Management in Los Angeles, Gene helped manage $9 billion in assets as a strategist and portfolio manager. At Genworth, Gene helped drive asset allocation, risk management and manager selection decisions for a multi-asset, multi-manager Unified Managed Account series of model portfolios. Prior to Genworth, Gene was Director, Investment Management & Guidance at Merrill Lynch & Co. in New York. At Merrill Lynch, Gene led a six-member quantitative analysis team and served as the asset allocation strategist for the firm’s Institutional Consulting Group, which oversees $350 billion in assets. At Merrill Lynch, he was a member of the committee that determined the forward-looking capital market assumptions for risk, return and correlations used in financial planning and asset allocation throughout the firm. He began his career in 1989 at Oppenheimer & Co. in New York as a research analyst, helping manage fixed income portfolios.
He has an MBA in Finance from Columbia University and a BBA in Finance from the University of Houston, where he attended on a full National Merit Scholarship. Gene is a Chartered Financial Analyst. He is a member of the CFA Society of Dallas/Fort Worth and the CFA Institute.
I retired as CEO of an Automotive Parts supplier, and manage an investment portfolio for myself and family. I have a BA in History from Royal Military College of Canada and an MBA from the University of Western Ontario. My first career was as a fighter pilot in the RCAF, and, following my MBA I joined McKinsey & Company, Inc. leaving them for Canadian GE. I left CGE as a Vice President in 1984 and founded The Enfield Corporation Limited ("Enfield") which grew from 243 employees in 1984 to over 10,000 in 1989 when Enfield was taken over and I was replaced as CEO. In 1989, I acquired control of Algonquin Mercantile Corporation, renamed Automodular Corporation in the late 1990's when I turned it to focus exclusively on automotive parts sub-assembly. Along the way, Algonquin turned a few ageing drug stores into Pharmx Rexall Drug Stores Ltd., sold to Katz group in 1997 and today a major Canadian drug store chain. I have been a private investor since 1971 both directly and through a private company controlled by myself and members of my family.
Siddharth is a software engineer with a keen interest in personal finance and renewable energy. He blogs at http://www.s1dd.com at night and makes embeddable financial widgets and portals at http://www.chartiq.com/ by day.
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I developed my own trading system, based on magnetism (physics) and velocity vectors...I find the center of the compression, and factor time with volume which determines the outward velocity vector (linear expansion) thereby predicting price and time.
I have a market update service
I've been in the markets since 1984