Director of Trading
As the director of trading at Independent Financial Partners and Forefront Wealth Partners, I strive to ensure the best execution of all trades executed within accounts managed by IFP Wealth Management and Forefront Wealth Partners. I monitor account balances and ensure a smooth transition into FPWM’s model portfolios. I also serve as a member of IFP’s Investment Advisory Committee.
My investing career began in 1998 when I began trading my own personal accounts. In 2007, I started working on a variety of quantitative trading projects with privately held firms and individual clients. In addition, I was an early investor in Bitcoin and setup a small OTC trading group until late 2012.
I am a graduate of the University of South Florida and hold a bachelor’s degree in Finance.
I currently am a Level II Chartered Financial Analyst (CFA) candidate.