The reports that I write are my personal research and opinions. They are not associated with any firm or organization, and are not intended to be taken as investment recommendations or advice. They combine my passions of economics, finance, writing and education, and are intended mostly as educational material. I attempt to write the articles in an easy to understand down to earth style in an effort to help others with their research. This is my effort to bring understandable and educational professional quality research to the public at large free of charge.
General Disclaimer for my Articles:
BS Business, Majored in Finance and Economics, Miami University
MA Economics w/ Managerial and International Emphasis, University of Oklahoma
Past: Economics and Finance Instructor at various Universities
Past: Mutual Fund Portfolio Manager of Family of Mutual Funds
Past: CIO of Mid-Sized Investment Management Firm
Professional: CFA Charterholder
Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.
Stanley J G Crouch is CIO and Senior Managing Director at Aegis Capital Corp in NYC. He also is CEO of EXP Wealth Enhancement, LLC, an affiliate of Aegis. He began his career in 1983 and has served in a number of senior positions in the financial services industry. He has been responsible for over $5 billion of debt, mezzanine and preferred equity transactions as both public offerings and private placements. A nationally recognized speaker, he regularly appears in media such as, CNBC, FOX BN, CBS, Bloomberg News and has been interviewed an quoted in numerous publications like Reuters, Bloomberg, Dow Jones, Institutional Investor among others.
He has co-created a proprietary income-centric investment platform encompassing all facets of income investing and centered on "off-the-run" client solutions. Serving HNW, UHNW, Endowments, Organizations and Family Offices, he helps steward client assets in custody in Aegis accounts.
***The opinions expressed by Mr Crouch are strictly his own and do not necessarily reflect those of Aegis Capital Corp, EXP Wealth Enhancement, LLC, or their affiliates. Nothing expressed constitutes an solicitation to buy or an offer to sell any particular investment or investment program. Any investment involves risk and may result in a loss of principal. Investors should carefully consider their own circumstances before making any investment or embarking on any investment program.***
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.