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I am the co-founder and CEO of stoxdox, Inc., a universal platform for professional quality stock and investment research. I started in the investment industry in 1996 and spent the first half of my career as a portfolio manager at Merrill Lynch then UBS Financial Services. Later, I founded and served as the portfolio manager at both Kapp/Scanlon Financial Group and Oasis Capital. I am a CFA® charterholder and earned a BS in Industrial Management and a BS in Economics at Carnegie Mellon University. My experience combined with a strong foundation in strategic management and economics offers a uniquely full-spectrum, full-cycle, and global perspective.
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