I’m excited to be a part of the William O’Neil + Co. team. It is a great firm that attracted me because of its broad financial database, robust services, and open office culture.

I enjoy looking at fundamentals and technicals and I believe in the O’Neil Methodology as it identifies and keeps you focused on the very best stock market winners. There’s a long history and the methodology has proven itself through multiple market cycles for more than 50 years.

Our Datagraphs tell you so much about a stock in just one glance—past, present, and future. With so many inputs on one page, the Datagraph is extremely efficient; it is a productivity enhancer that allows you to quickly analyze and form an opinion on any stock.

I have more than two decades of institutional equity sales experience from Deutsche Bank, Morgan Stanley, RBC, Macquarie Capital, and MKM Partners.

I am client-oriented and offer a consistent balanced approach. Understanding your client’s business is key to building a solid and lasting relationship, and allows you to deliver solutions and be additive to their investment process.

I live in Bedford, New York with my wife Cindy and our four children. I enjoy the outdoors, especially golfing, hiking, swimming, and skiing.