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Experienced financial writer and market analyst with a deep background in global markets, equities, and derivatives. My work draws on more than 10 years of experience as a professional options/volatility trader, along with more than 20 years trading equities. That background includes expertise in strategy development, automated execution, fundamental research, and risk management, allowing me to translate complex financial concepts into clear, actionable insights for a broad audience—from active day traders to longer-term investors.

Financial markets analyst and trading educator with experience across options markets, volatility analysis, live market instruction, and financial media content. I specialize in translating complex market behavior into clear, actionable insights for retail traders, fintech platforms, and financial audiences. My background combines real time market analysis, derivatives education, client engagement, and financial writing across fast moving market environments. Alongside over 2,400 hours of live market instruction and trader development, I also contribute written market commentary and analysis focused on equities, options activity, macro themes, sentiment shifts, and volatility behavior. My experience includes: • Options market analysis and derivatives education • Volatility and market structure interpretation • Financial content creation and market commentary • Live chart analysis and market walkthroughs • TradingView and technical analysis workflows • Risk management and position sizing education • Client onboarding and trader support environments • Live virtual instruction and interactive learning sessions I work with: • Financial media and content platforms • Financial audiences seeking structured market education • Educational and research focused market teams • Traders seeking structured market understanding • Businesses needing market commentary or financial content support My approach prioritizes clarity, structured thinking, risk awareness, and practical communication over prediction driven content or hype. Disclaimer: I provide financial education and market commentary only and do not provide personalized investment advice.

Goal-oriented individual with applied mathematics, statistics, finance, and programming languages background that strives to excel in all given tasks. Has strong financial knowledge with skilled analytics, modeling, and valuation. Adapts quickly to all work environments while maintaining a high level of accuracy and ensures timely completion of deadlines.

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.

Ex-Goldman Sachs | Portfolio Manager for HNW Investors & Founders | Derivatives Strategist | Fractional Hedge Fund Manager | Wealth Management | Investment Advisor | Options Expert ----------------------------------------------------------- I help high-net-worth investors and founders build aggressive, tax-efficient portfolios designed to outperform traditional allocations. My work focuses on capital-efficient portfolio design — combining concentrated equity strategies, derivatives overlays, and opportunistic allocations to pursue higher long-term returns while managing downside risk. ----------------------------------------------------------- Who I Typically Work With • Founders and business owners with concentrated equity exposure • Investors with $5M+ portfolios seeking more sophisticated strategies • Family offices looking for portfolio overlays and derivatives strategies • Aggressive investors looking to outperform passive allocations ----------------------------------------------------------- Where I Typically Add Value Many of my clients come to me with: • Large concentrated stock positions • Significant liquidity following a business exit • Large portfolios sitting in passive allocations • Complex portfolios that lack a cohesive investment framework I design institutional-grade portfolio frameworks that allow these investors to deploy capital more effectively while maintaining disciplined risk management. ----------------------------------------------------------- What I Deliver • Portfolio Architecture – Custom asset allocation frameworks tailored to investor objectives, liquidity needs, and risk tolerance • Concentrated Position Strategies – Hedging, monetization, and capital-efficient ways to manage large stock positions • Derivatives Strategies – Options and structured overlays used for yield enhancement, leverage, or downside protection • Portfolio Optimization – Reviewing existing portfolios and identifying structural improvements • Institutional Strategy Design – Helping investors implement frameworks similar to those used by hedge funds and family offices. Portfolio sizes I've worked with typically range from $30M to $5B+. ----------------------------------------------------------- If you're a business owner, investor, or family office looking for a more sophisticated approach to portfolio construction, feel free to reach out to discuss your portfolio and objectives.

Seasoned finance professional, Duke MBA with over ten years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.