I work with our institutional accounts in the tri-state area, and I focus on generating alpha and adding value. Our O'Neil Methodology is a versatile investing strategy, and I leverage that process for our clients.

Every day in the market is different, and I work to leverage my background and experiences from both the buy side and the sell side. I've worn multiple hats before settling into research sales.

During my 25-year career I've worked in various roles, including portfolio manager, buy-side option, equity, currency trader, and sales trader. I've worked at SSGA, Morgan Stanley, Cowen, Guggenheim, and, most recently, Seaport Global.

I first heard about William O'Neil + Co. when I began investing in college. I've always been impressed with our value-add concept and I knew the company's reputation as stock-picking masters.

My interest in investing and the market began during my time in college at the University of Maine, where I joined an investment club. This drove me to major in finance and head to Wall Street.

My wife and I have five kids, and we're all into sports of every kind: skiing, mountain biking, hiking, soccer, and lacrosse. I also coach sixth-grade boy's lacrosse. We love being active as a family and traveling together when we can fit it in between the kids' sports. We think it is so important for our children to broaden their understanding of the world.