Chief Investment Officer, Portfolio Manager, Podcast host, Thematics
seekingalpha.com
njcu.edu
brileysecurities.com
thestreet.com
forbes.com
washingtontimes.com
eaglepub.com
Chief Investment Officer and Thematic Strategist
Tematica Research, LLC
• www.linkedin.com/company/tematica-research
Nov 2014 - Present
Washington D.C. Metro Area
Co-author, Cocktail Investing: Distilling Everyday Noise Into Clear Investment Signals For Better...
Tematica Research, LLC
• www.linkedin.com/company/tematica-research
Apr 2016 - Present
Co-host and Producer, Cocktail Investing and Thematic Signals Podcasts
Tematica Research, LLC
• www.linkedin.com/company/tematica-research
Jan 2017 - Sep 2019
Portfolio Manager, TheStreet Pro Portfolio; Host of the TheStreet Pro Podcast
TheStreet
• www.linkedin.com/company/thestreet
Oct 2021 - Present
Contributor, Real Money Pro
TheStreet
• www.linkedin.com/company/thestreet
Oct 2011 - Present
Advisory Board memeber
Innovator's Network
Jan 2011 - Mar 2012
Washington, DC
Principal
Versace Management
May 2005 - Feb 2012
Analyst
Donaldson Lufkin Jenrette
Sep 1996 - Apr 1998
Research Associate
Salomon Brothers Inc.
Dec 1993 - Sep 1996
