Matt is Head of the iShares Fixed Income Strategy team. He and his team focus on product strategy for iShares ETFs in North and Latin America. He has over fifteen years of experience in the fixed income markets and is a CFA charterholder. He writes about fixed income and ETF education.
Michelle Waymire is Director of Marketing for Finworx, a company dedicated to helping financial advisors engage, connect, and build relationships with their clients through sophisticated behavioral technology. As Director of Marketing, Michelle sets Brand and Public Relations strategy for the company, oversees BPV’s in house production and creative staff, and develops messaging for BPV’s diverse product lines. In addition to her marketing expertise, Michelle has a passion for demystifying the investment world through clear communication. She is a behavioral finance junkie, served as an MBA student portfolio manager for the University of Tennessee’s Haslam Torch Fund, and worked as a graduate assistant in the Finance department. MBA, University of Tennessee; BA, University of Chicago; CFA Level III Candidate. You can find her on Twitter @wayfire
Everyone deserves to invest their money in the safest, most flexible way possible, without paying huge fees or sacrificing meaningful returns. Hedgewise strives to become the first wealth manager to take the best ideas from hedge funds and institutions and make them available to anyone, while keeping fees low and capital requirements to a minimum. There have been tremendous innovations in finance over the past decade which have only benefited a select few, and I believe it is time for that to change.
Hedgewise is owned and run by Mr. Lee Tobey, who previously worked at one of the largest hedge funds in the world and has all of his own wealth invested in Hedgewise products.
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is a CFA Charterholder, and has presented numerous papers to quantitative discussion groups (Sample topics include: How Global are Resource Sectors).
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.
Charles (Chuck) C. Carnevale is the creator of F.A.S.T. Graphs™. Chuck is also co-founder of an investment management firm. He has been working in the securities industry since 1970: he has been a partner with a private NYSE member firm, the President of a NASD firm, Vice President and Regional Marketing Director for a major AMEX listed company, and an Associate Vice President and Investment Consulting Services Coordinator for a major NYSE member firm. Prior to forming his own investment firm, he was a partner in a 30-year-old established registered investment advisory in Tampa, Florida. Chuck holds a Bachelor of Science in Economics and Finance from the University of Tampa. Chuck is a sought-after public speaker who is very passionate about spreading the critical message of prudence in money management. Chuck is a Veteran of the Vietnam War and was awarded both the Bronze Star and the Vietnam Honor Medal.
I am an individual investor and entrepreneur based in London, United Kingdom. My primary focus is on systematic trading strategies, low volatility investing and tactical asset allocation. I am also a founder a freely available portfolio risk analytics tool investspy.com.
Howard is the CEO and co-founder of Stock Rover.
Prior to that he founded a company called Heroix, which has now been in business for 35 years providing advanced system management software for large scale corporate data centers. Howard's expertise is in engineering large scale enterprise class software systems. He remains the Chairman of the Board of Heroix Corp.
Howard is Phi Beta Kappa and magna cum laude graduate of Brown University, where he earned degrees in mathematics and in economics.
He is passionate about investing.
Daniel Morillo, PhD, Managing Director, is the Global Head of Investment Research for iShares. Dr. Morillo's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he served in a variety of senior research and portfolio management roles including, Head of Global Equities within the Scientific Active Equity group.
Prior to joining BGI, Dr. Morillo served as a Senior Research Manager at PanAgora Asset Management for three years, where he developed US Equity risk and alpha models. Dr. Morillo earned a BS degree in economics from Universidad San Fran de Quito in 1995, a MS degree in statistics from the University of Illinois in 1998, and a PhD in econometrics from the University of Illinois in 2000.
President of MLP Protocol, investor, trader, and proponent of Master Limited Partnerships. Also on StockTwits and Twitter as @MLP_Protocol.
The primary driving force behind 99%+ of the activity on Seeking Alpha appears to be investors' confirmation bias. Do you want to be part of the 99% or are you trying to get to the 1%?
IF AN INVESTMENT GENERATES A K-1 INSTEAD OF A 1099-DIV I WON'T INVEST IN IT USING ANY TAX ADVANTAGED ACCOUNT. Here's why: http://www.wsj.com/articles/thousands-hit-with-surprise-tax-bill-on-income-in-iras-1447427436