Producer and Host of Money For the Rest of Us, a weekly personal finance podcast with over 15 million downloads. Author of Money For the Rest of Us: 10 Questions to Master Successful Investing published by McGraw Hill.
Editor and Publisher of Money For the Rest of Us Plus, a multimedia investment education platform that provides tools and resources for individual investors to manage their own investment portfolios.
Creative strategic planner and business developer with executive-level leadership experience in portfolio management, investment consulting, manager research and outsourced CIO solutions.
Track record of conceptualizing, building, and selling investment advisory businesses.
Consistent pattern of providing strategic leadership that resulted in double-digit annualized revenue and EBITDA growth.
16+ years of senior-level experience advising institutions, financial advisors and individuals on a discretionary and non-discretionary basis.
Expertise in global macroeconomics, asset allocation, portfolio structure, market sentiment, and alternative investments.
Demonstrated ability through writing and public speaking to make complex economic and investment topics understandable to the general public.
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