CIO The Sherpa Funds, a non-discretionary, automated trading, rules based (G10 FX) fund. I have been trading in the financial markets for 18 years, primarily for Credit Suisse (also TD Securities) and have been based in London, New York, Tokyo and Singapore. I traded short term interest rate products, foreign exchange and fx options with daily VAR limits upto USD $5 mio. I am also a holder of the Chartered Market Technicians qualification from the Market Technicians Association, and have appeared live on Bloomberg television on numerous occasions. Outside the office I have rowed for Great Britain and now I compete regularly in Ironman triathlons.
An MBA/JD, I worked as an attorney as a state Assistant Attorney General early in my career. After that, I took work at The Federal Reserve Bank of New York and was trained as a bank analyst. After several years there, I took work at Kidder, Peabody on Wall Street as a bank analyst for roughly ten years.
For the last 20 years, I have been managing money for individuals in Atlanta.
BA: University of North Carolina, Chapel Hill.
MBA: College of William and Mary.
JD: Loyola University, New Orleans.