A mechanical engineer and PhD, a dividend guy who is accumulating high quality assets for retirement which is 25 years away. I currently own: BAX,BP,CSX,COP,CVX,GE,GSK,IBM,JNJ,KO,KMR/KMI,MA,MCD,MO,NSC,OHI,PG,PEP,PM,RDS/B,T,V,VZ,VTR,WFC,WMT, and XOM.
I am a "reformed" ex-financial adviser who made a career change into healthcare for both practical and altruistic reasons. I have over 15 years of past experience in wealth management. During my previous career I specialized in overall portfolio management and relationship management for ultra-wealthy clients. Prior to voluntarily walking away from a very successful but ultimately unfulfilled career, I co-managed a book of business totaling approximately $1.2 billion AUM including stocks, bonds, mutual funds, hedged funds and private equity funds for a private trust company.
However, after a close family member passed away in 2011 I did some deep soul searching and decided to leave the wealth management business in 1012 for a career in healthcare. From an altruistic standpoint, I believe that I can have a more meaningful impact on society in the healthcare field as a clinician. Also, from a more pragmatic standpoint, I believe that disruptive technology will have less of an impact on careers such as physicians, physicians assistants and nurse practitioners; these types of careers are hard to automate for a number of reasons beyond the scope of this bio.
Now that I have successfully completed my career transition into healthcare I would like to leverage my years of financial experience to keep individuals informed and entertained. I would be doing this research for myself so why not write about it in an open forum like Seeking Alpha. Thanks for reading my profile and I hope that you enjoy my articles.
Education:• B.A., Political Science from Valdosta State University (2000) • MBA, University of Georgia (2010) • BSN, Mercer University (2015)
I am a 50 something longtime investor and brand new empty nester. My investment style has been mostly growth and momentum. Am in the process of shifting to Dividend Growth Investing and Capitol Preservation with the goal of creating an income stream that will exceed our living expenses.