About the author
The collapse of Lehman Brothers in September 2008 marked the fifth company that I’ve worked for that no longer exists. First of all, I should hasten to add that it wasn’t my fault. Secondly, this makes me an expert of sorts on turmoil in the financial markets.
I’ve been blessed to have worked for some really smart Wall Street professionals who have taught me a tremendous amount about the financial industry, the markets, and financial products. Above all, they taught me to be a skeptic — especially about so-called experts and their opinions. I have little patience for the many investing fads that come and go, and less patience still for those who create complex and expensive products that are pushed on investors. In total I have over 23 years of experience in the industry in New York, Chicago, and Boston.
In addition to advising clients on their specific investments, I have had the opportunity to participate in the public debate about the markets and needed regulatory reforms. My work has been cited or appeared in industry magazines and books, including The Wall Street Journal, The Boston Globe, BusinessWeek, Reuters, Bloomberg TV, Futures Magazine, and MarketWatch. Inexplicably, I seem to be on some list for the German press corps and have been interviewed on German Public Radio, and been quoted in Die Ziet and Frankfurter Rundschau. In July of 2008 I was invited to Capitol Hill to provide expert testimony on the role of pension and investment funds in driving commodity inflation.
I am the son and grandson of immigrants, a native of Hartford and a proud New Englander. In addition to an A.B. in Economics from Princeton University and a Certificate of Proficiency in Near Eastern Studies from that institution, I also hold a Massachusetts Lobster License and Marblehead Clamming Permit.
I am in the midst of a job transition that will take me back to the wonderful city of Chicago and also return me professionally to bank-based wealth management.
I hope you enjoy my blog!