Experience

Navellier & Associates, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Investment Strategist

  • Jun 2011 - Present

  Personally formulated the firm's private client (direct to retail) business model and pitched the new strategy to the CEO in June 2011. Right now Navellier PCG is the firm's largest contributor to revenues by a wide margin. Responsible for leading the sales process and allocating over $700 million+ of private client accounts into the firm's strategies. Responsible for regular reports covering the firm's institutional portfolios and communicating the firm's investment strategy to clients. Show less



IvestorPlace Media LLC

• Editorial Director/ Consultant

  • Mar 2010 - Jun 2011



The Motley Fool

• United States
• Financial Services
• 400 - 500 Employee

• Contributing Analyst

  • Jan 2009 - Aug 2010

  • Responsible for commentaries on financial markets also distributed through MSNBC, Dow Jones, et al. • Responsible for commentaries on financial markets also distributed through MSNBC, Dow Jones, et al.



Leeb Group

• Buyside Analyst

  • Jan 2008 - Nov 2008

  Asset Management and Financial Publishing • Investment committee member: provided weekly investment outlook and strategy for natural resource equities and commodities; Bloomberg proficient • Responsible for generating options and equity trade and investment ideas • Participated in constructing and rebalancing firm’s growth, income and sector model portfolios • Launched a new research product that focuses on energy and other natural resource markets Asset Management and Financial Publishing • Investment committee member: provided weekly investment outlook and strategy for natural resource equities and commodities; Bloomberg proficient • Responsible for generating options and equity trade and investment ideas • Participated in constructing and rebalancing firm’s growth, income and sector model portfolios • Launched a new research product that focuses on energy and other natural resource markets



Capitol Information Group (formerly KCI)

• Financial Editor

  • May 1998 - Nov 2007

  Financial Publisher • Analytical responsibilities included: manage, research, and report on a number of investments aimed at several types of investors; generate trade and investment ideas/themes; construct and manage model portfolios. Responsibilities increased in importance and scope since initial employment as Analyst in 1998, later rising to Associate Editor (2000) and Editor (2001) • Management responsibilities included: provide direction and focus for a number of publications, overseeing start to finish process for premium subscription products aimed at both professional and individual investors; ensure content is on topic, appropriate, and accurate; coordinate with various offices and locations to deliver final product to subscribers (200,000+) • Editor of Louis Rukeyser's Mutual Funds (Mar. 2007 – Nov. 2007, formerly edited by Louis Rukeyser) and Vital Resource Investor (Feb. 2006 – Oct. 2007); Associate Editor of Personal Finance (Nov. 2000 to Nov. 2007); and Co-editor of Wall Street Winners (Oct. 2001 – Jan. 2006, ranked #1 in the US)—job responsibilities were similar to those of an equity analyst • Designed and implemented a new parent company retirement plan in order to improve returns Show less



Leeb Capital Management

• Portfolio Manager

  • Nov 2000 - Mar 2002

  Asset Management • Concurrently employed as portfolio manager serving high net worth clients, with investment strategies tailored for individual goals and needs; Series 65 licensed • Responsibilities: portfolio rebalancing and monitoring, buy/sell decisions, client interface • Rebalanced and evaluated numerous client retirement plans held outside of Leeb Capital Asset Management • Concurrently employed as portfolio manager serving high net worth clients, with investment strategies tailored for individual goals and needs; Series 65 licensed • Responsibilities: portfolio rebalancing and monitoring, buy/sell decisions, client interface • Rebalanced and evaluated numerous client retirement plans held outside of Leeb Capital