My 25+ years of experience in finance and economics brings a unique perspective to my role as Chief Market Strategist. Over that time, I’ve worked as an academic researcher, educator, asset manager and financial advisor serving individual clients. My job is to integrate my finance and economic background to manage multi-asset portfolios, mitigate risk and deliver advice that promotes informed decision-making. Ultimately, our goal as advisors is to apply these concepts in the context of a financial plan to facilitate investors in achieving their short-and long-term investment goals.
I lead the asset management team at Nexa Financial Group and Great Valley Advisor Group, overseeing the security selection and asset allocation of the customized portfolios that are used by our clients. I also provide economic, market, and investment related analysis and communications to our clients as well as the broader financial media. As a long-time published columnist for Seeking Alpha, I have written well over 1,000 articles for the platform and have also appeared as a live guest on CNBC, CNN, Money Matters TV, NPR-Marketplace, Seeking Alpha, and CFA Magazine.
Prior to joining the team, I was the Founder and Director of Gerring Capital Partners, a Registered Investment Advisor, serving clients nationwide. I also previously served as the Director of Investment Communications for SEI Investments and as an Economist at Moody’s Analytics. I’m also an active member of the CFA Society of Philadelphia and the Global Interdependence Center.