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I have extensive experience in analyzing companies and constructing recommendations and portfolios for convertible, high yield and equity products. Since started trading new discretionary accounts, performance has been excellent (up 31% in 2012 and 43.8% YTD 10/’13 v. SPX 16% and 25.3%, respectively). Employ opportunistic, balanced style.
Specialties: Excellent credit and equity analysis skills. Very strong communication skills and client contacts developed on both the buy-side and sell-side.
Bonds, Dividend stock ideas & income, Energy stocks, REITs, Retirement savings, Stocks - long
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