I am the newest member of Ascent Wealth Partners and bring 20 years of financial market and media experience to the team. My primary responsibilities are to manage client relationships, advise on portfolio strategy, direct our social media efforts, and I appear regularly on CNBC television offering market commentary as a contracted on-air contributor.
Prior to Ascent, I founded my own financial market trading advisory and analysis business called TradingAnalysis.com, which still operates today. We provided analysis of the financial markets, and based on that analysis executed live trades and investments in my personal accounts in a transparent manner for our clients to follow. I continue to share my market commentary on CNBC television, as well as the various social media channels for Ascent.
Prior to running my own business, I was a trader and technical market analyst for a hedge fund and brokerage firm on Wall St. in New York. Prior to that I held two other trading positions in San Diego and Los Angeles.
My education began at St. Lawrence University as an economics major while competing on their Division I alpine ski racing team. I completed my education at the University at Albany with a BA in Economics. I’m originally from Queensbury, NY, recently relocated back to Saratoga Springs from the New York City area, and can be found enjoying the beautiful outdoors of upstate New York on the weekends with my wife and 3 kids.
I am extremely proud to have recently joined Ascent as they take great pride in leveraging the partner’s respective backgrounds to go beyond just portfolio management and put a great degree of importance on integrated planning with the balance of investment clients’ lives.