DailyForex.com is a leading portal for financial news and Forex broker reviews. The company's goal is to provide Forex traders all of the information they'll need to trade successfully, from choosing a broker to executing trades. DailyForex market news and technical analysis can be received by traders via email or mobile app to ensure that traders are never too far from the latest market developments.
Kario-Paul Brown is a level 3 CFA candidate that is widely respected across the Caribbean. He has over 5 years experience in the fields of forecasting, econometric modelling, equity and bond valuation, and investment strategy formulation. He has worked as a quantitative consultant for the only multilateral bank in the Caribbean, and his modelling expertise has been used on some of the largest capital market transactions in the region. His undergraduate degree is in the fields of economics and statistics, and his post-graduate degree is in the field of financial economics. He has written numerous articles that have been published in the Caribbean media, and he is a co-author of the book Debt and Development in SIDS. He prides himself in being a forward thinker with a wide understanding of business, politics, capital markets, IPOs and M&A transactions.
Marjorie has written seven books on budget travel, family travel and work and study abroad and scores of articles and posts on real estate, personal finance, food, travel and New York history. Most recently she has been a regular contributor to the City Living section of amNY, the most widely circulated morning newspaper in the city, and for Brickunderground.com, a site dedicated to the complexities of buying, renting and living in New York. She has also edited several books on criminal justice and edits a quarterly newsletter on real estate.
Joe D’Allegro is a journalist and advertising copywriter living in the New York area. He has covered business and finance, automobiles and local interest stories for publications such as Institutional Investor, ConsumerSearch and the Jersey City Independent. His advertising work has been profiled in CBS News, The Huffington Post, and Adweek.
Joe is a graduate of Boston University, where he studied journalism and history. He can be followed on Twitter @joeofhappiness.
Barbara Friedberg, MBA, MS is a former investment portfolio manager, author of Personal Finance; An Encyclopedia of Modern Money Management and How to Get Rich; Without Winning the Lottery. Friedberg is a former university Finance and Investments instructor, and publisher of Barbara Friedberg Personal Finance.com and Robo Advisor Pros. Her work has been featured in U.S. News & World Report, Yahoo! Finance, Bankrate.com, and many more publications. Follow her on Twitter, Google+, and Pinterest.
Amanda Abella is a financial expert, speaker and author of the Amazon bestselling book Make Money Your Honey: A Spirited Entrepreneur’s Guide to Having a Love Affair with Work and Money. She is committed to helping millennials (and anyone who wants to join us) have a better relationship with work and money by means of entrepreneurship, online marketing and better money management.
Her work has been featured in Forbes, The Huffington Post, Seventeen and Business Insider among other top publications. She has also spoken at a national level for The Financial Blogger Conference, Femfessionals, American Student Assistance and more. Lastly she is a regular contributor for popular blogs like Money Under 30, Credit Karma, Kabbage and more.
I have a degree in Economics from the University of Florida and have been following financial markets for about 10 years. I enjoy technical analysis of stocks. I am a licensed Realtor in Florida as well. I enjoy all outdoor sports including tennis and golf. I look forward to sharing my investing ideas with you all.
L. Adam Rothman has over two decades' experience in the financial services industry. He has worked for institutional brokerages and independent research firms as an Analyst. In this capacity, he has analyzed a variety of financial instruments across a wide swath of industries. He's also been a freelance writer explaining a variety of topics in personal finance, including real estate, and investing.
Craig Adeyanju enjoys to unearth awesome growth and value stocks and educate investors about the companies behind them. He believes that the best companies to invest in are those that genuinely solve a problem. His work has appeared on sites like TheStreet, The Motley Fool, Benzinga among others.
Peak Advisor Alliance is the country’s leading financial advisor coaching and resources program. Founded in 1993 and based on the experience of Barron’s Hall of Fame advisor, Ron Carson, as well as thousands of elite advisors across the country, Peak helps advisors build more profitable businesses, provide exceptional client experiences, and live a principled and fulfilled life. Peak members receive one-on-one and group coaching support; various resources, strategies, systems, and tools; and participation in a growth-minded community of top advisors. Through this support and guidance, studies have found Peak members grow by 2.5X the industry average, over a two-year period.
Mr. Kushal Agarwal is currently working as an analyst at Bank of America Continuum India. He supports the Global Investment Banking business and covers the Energy and Power sector.
He completed his Post Graduate Diploma and a Masters degree in business and management from Management Development Institute, Gurgaon and ESCP Europe. He has also passed the Level I and II Chartered Financial Analyst exams. He holds an undergraduate degree in Computer Science and Engineering.
He loves writing about finance and investments and believes he will set up a finance advisory or portfolio management firm one day.
Mario Ahjahorie has over 9 years’ experience in the Financial Industry spanning the areas of Information Technology, Research, Strategy and Asset Management. He is a Portfolio Analyst employed to one of Canada’s largest and most international banks operating in the Caribbean. His specialties are in the areas of financial modelling, asset valuation and portfolio management. He possesses extensive knowledge of Caribbean assets, Latin American assets as well as US and Canadian Stocks. Mario is currently a CFA Level 3 Candidate and also holds a Bachelor of Science degree in Electronics and Computer Science from the University of the West Indies.
He is a multiple awards winning analyst in the Jamaica Stock Exchange Research Competition and has published equity research papers on companies across the Caribbean. Mario is also a contributor to the Jamaican newspapers and the electronic magazine, Your Money Ezine.
Mario was promoted to the position of Portfolio Analyst over two years ago and has played a major role in streamlining the portfolio management process for the asset management division. In this capacity, he organizes and ensures the execution of the business initiatives while automating internal processes. Mario resides in Kingston, Jamaica.
Scilla Alecci is a freelance reporter and video journalist currently based in New York. Scilla is from Italy and was previously based in Tokyo, Japan, where she worked for a number of news organizations including Bloomberg News. She has also reported from Fukushima, Nepal and South Korea, and her work has been published by the New York Times, the Huffington Post, Reuters and others.
Catherine Alford is a well rounded professional in the digital space who is best known for her ability to write about difficult topics in an engaging way. With a formal background in American History, Catherine worked for years as an historian before she began to focus her attention on her love of blogging, public speaking, and building online businesses. Her writing has been featured on several top media outlets including The Huffington Post and U.S. News and World Report. She also manages several of her own websites, with her primary site being www.BudgetBlonde.com, a blog she founded in 2010. She is also creator of the course www.GetPaidtoWriteforBlogs.com and is a mother to boy/girl twin toddlers.
The Cayman Alternative Investment Summit (CAIS) is an annual conference that brings together the world’s leading institutional investors, fund managers, academics, economists, regulators and professional service providers to discuss the pertinent topics shaping the global alternative investment space. The main focus of CAIS has been to convert challenges into opportunities and create businesses of enduring value. Visit CAIS at www.caymansummit.com or on Twitter at @CaymanSummit.
Kate started off her career working in a marine lab where she was able to go fishing (and eat seafood) every day. She became interested in personal finance to help ensure that her extremely fun job could support her long-term financial goals. Kate later went to graduate school to earn advanced degrees in marine coastal planning and economics. Kate currently works as an economic analyst for a think tank (which is fun in a different way). You can read more about Kate's experiences managing her finances in a non-traditional career path at her blog, www.twentiesinyourpocket.com
Owen is a tech writer and multimedia enthusiast who has spent several years writing for publications both in print and web format. He is based in Southern California, and is also versed social media, video production, viral marketing, computer networking and cloud technologies. When he's not writing or editing the work of his close peers, he enjoys attending EDM concerts, hanging with his children and looks forward to the Comic Con and E3 conventions every year.
Renee Ann Butler is a freelance finance writer and former management consultant with over 15 years of experience in business management and strategy. She earned an MBA in financial management from Exeter in 2007 and has enjoyed a variety of international business experiences, working primarily in England and Australia. Butler's work is centered on small business, technology, and consumer trends. Her writing has appeared on TheStreet, Marketwatch, Insider Monkey, Seeking Alpha and Motley Fool. Check out her website ReneeAnnButler.com, and connect with her on Twitter, LinkedIn and UpWork.
Sharon Anne Waldrop started writing finance articles in 1999 after leaving her position in Human Resources to work from home while raising four children. Her work has been published in Good Housekeeping magazine and online at Bankrate.com, Mint.com, Insure.com, NextAvenue.com and several others. Health, parenting and green living are her other specialties. She enjoys spending time with her family and pets, riding horses, cooking, baking, reading and drinking lukewarm coffee.
Craig Anthony, CFA, is a financial advisor to high-net worth individuals. He advises his clients on topics such as strategic and tactical asset allocation, investment selection, cash flow planning, retirement planning, tax, risk, and estate-planning. Craig is also the author of the personal finance books "A Simple Plan for Building Wealth" and "An Old Man and A Gentleman". He holds the Chartered Financial Analyst (CFA) designation and the FINRA Series 65. Craig can be reached at firstname.lastname@example.org.
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.
With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
Appleby's wealth of knowledge in retirement plans lead to her making appearances on CNBC's Business News and being quoted in The Wall Street Journal, where she gave her insights on retirement planning. Her expertise and knack for explaining complex retirement plans rules and regulations in a manner which makes them easily understood, has created a demand for her to speak at various conferences and seminars around the country.
Appleby has extensive experience in the field of training the staff and financial advisors of many broker-dealers on retirement plans and related topics.
Appleby has written over 200 articles for several newsletters, including the Pershing LLC's SixtySomething, Pershing LLC's The Pershing Press, Ed Slott's IRA Advisor and Investopedia. She is also an editor, providing technical editing services for books, newsletters, articles and other material on retirement plans and retirement planning. Books edited by Appleby include "Quick Reference to IRAs" by Gary lesser and Don Levy (2003); "SIMPLE, SEP and SARSEP Answer Book" by Gary Lesser and Susan Diehl, "Parlay Your IRA Into a Family Fortune" by Ed Slott.
During her employment with Pershing, Appleby served as a member and firm representative of the Security Industry Association's (SIA) Retirement and Savings Committee. She has also spoken at the SIA Savings & Retirement Symposium, which is attended by financial services professionals from a variety of fields, including marketing, sales, legal, operations, and strategic planning.
Appleby has received several recognition awards for outstanding job-related performances. These include Pershing's leadership award for significant contribution to the development of a system rules engine as well as policies and procedures for dealing with the changes effected by new tax laws. She was also a recipient of the Outstanding Representative Award from the New York Metropolitan Society of Consumer Affairs Professionals
Appleby, a Rutgers State University graduate, holds the following professional certifications:
- Accredited Pension Administrator (APA), National Institute of Pension Administrators, Chicago IL
- Certified IRA Services Professional (CISP), Institute Of Certified Bankers, Washington DC
- Chartered Retirement Plans Specialist (CRPS), College of Financial Planning, Denver CO
- Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE)
- Certified Retirement Services Professional (CRSP), Institute Of Certified Bankers, Washington DC
David Ariosto is an award-winning journalist with more than 14 years of digital, print and broadcast news experience. He has worked as a correspondent, senior producer, copy editor and photojournalist for Al Jazeera America, CNN, CNN International and CNN Digital, where he covered topics that ranged from war and politics to energy, health care and the global economy. He holds a Master’s Degree of Public Policy from George Mason University.
Gary Ashton is an oil and gas financial consultant with over a decade of practical experience, both analysing and advising oil and gas companies across Europe, the Middle East and Africa.
Jim Atkinson serves as the CEO and Chief Compliance Officer of Guinness Atkinson Asset Management, Inc., and the president of Guinness Atkinson Funds. From 1993 to 2000, Jim was the managing director of Guinness Flight Global Asset Management, Ltd. (which merged with Investec in 1998). Prior to 1993, he was a senior vice president of Huntington Advisers, a mutual fund manager specializing in foreign currency money funds. In addition, Jim has served as the president of Max Funds and as the Principal at a mutual fund marketing research and consultancy firm. Jim graduated from the University of California, Los Angeles with a degree in History and emphasis in History of Science & Technology.
New to Betterment? Betterment is the largest automated investing service that helps people to better manage, protect, and grow their wealth through smarter technology. The service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment is a CNBC Disruptor 50 and Webby award winner and has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and at a fraction of the fees of traditional financial services. Learn more here.
Determination of largest automated investment service reflects Betterment LLC’s distinction of having the most accounts, based on Betterment’s review of account numbers self-reported in the SEC’s Form ADV, across Betterment’s survey of automated investment services.
Joel Baglole is a former staff reporter of The Wall Street Journal. Based in Canada and Asia, Joel has written articles from Iceland to Indonesia, and covered topics ranging from macroeconomics and stock market regulation to the airline and high-tech sectors. He currently lives in Ottawa, Canada.
Kate Bahn is an Economist at the Center for American Progress. Her work has focused on labor markets, care work, entrepreneurship, retirement, the role of gender and race in the economy, and inequality. In addition to her work on the Economic Policy team at CAP, Bahn has written about gender and economics for a variety of publications, including The Nation, The Guardian, Salon, and The Chronicle of Higher Education, and she is the co-founder of the blog LadyEconomist.com. She also serves as chair of the communications committee for the International Association for Feminist Economics and as moderator of the organization’s blog, “Feminist economics posts.” Bahn received both her doctorate and master of science in economics from The New School for Social Research, where she also worked as a researcher for the Schwartz Center for Economic Policy Analysis. She is also a millennial.
Keisha Bailey, a CFA and FRM charter holder, is an investment professional that has over 8 years practical experience across the Caribbean. During this time Keisha has undertaken roles in equity research, macroeconomic research, treasury management, portfolio management and risk management. Her bachelor’s degree is in the field of Actuarial Science where she graduated with the highest honours and her master’s degree is in the field of Business Administration and was completed at the Ivey School of Business at the University of Western Ontario. She has extensive knowledge of business, economics, financial markets, and industry trends. Keisha is also an award winning analyst in the Jamaica Stock Exchange Research Competition and has published equity research papers on companies across the Caribbean.
Prableen Bajpai is the Founding Director at FinFix; an enterprise in India, primarily engaged in financial research, reports, training and spreading financial literacy while striving to provide counselling to the economically less privileged. In her previous assignment, Prableen was heading the Research at Vantage Wealth Management Solutions Pvt. Ltd., managing the compilations of the monthly compendium moneytree®, meant to educate investors on stock markets and investments. She has also taught Investment Analysis and Macroeconomics to business students at the Royal Thimphu College (RTC), Bhutan. Prableen has been writing about investing, stock markets, economy, and personal finance for almost a decade. Prableen is a Chartered Financial Analyst (CFA) from ICFAI, holds a masters degree in Economics and is pursuing her CFP® certification.
A graduate of Wellesley College, Barbara Bandy spent over 20 years as a senior executive with Bankers Trust, Wilmington Trust, Bank of America - Private Wealth Management and Merrill Lynch. Serving a HNW client base, she provided strategic advice addressing complex financial issues in three key areas: comprehensive investment management; trust, estate, tax and wealth transfer strategies; customized credit and banking services. Barbara also served as president of a 501 C) (3) organization and as a real estate marketing consultant. Most recently, Barbara transferred her financial expertise into her freelance financial writing business — Bandy Research Group. She has written for a wide range of investment publishers including InvestorPlace Media, Mauldin Economics, Casey Research and Forbes. Connect with Barbara on LinkedIn.
A former Wall Street consultant, Louis Basenese helped direct over $1 billion in institutional capital before co-founding Wall Street Daily, where he served as Chief Investment Strategist. Louis' tenure at the helm of Wall Street Daily was highlighted by a seemingly endless series of double- and triple-digit winners for subscribers.
Pierre-Olivier Baudot is the founder and chief executive of a multi-family office in London, Baudot Private Office (www.baudotprivateoffice.com), which offers unbiased investment advisory services to wealthy families and institutional clients.
Prior to that, he was the Head of Competitive and Market Intelligence for JPMorgan’s Trust Bank in London and Hong Kong. Pierre also worked as a consultant for six years at Cap Gemini Ernst & Young in Paris, London, The Netherlands and Singapore.
Pierre graduated from Ecole Centrale de Marseille, a French “Grande Ecole”, and holds an MBA from the University of Michigan in the United States.
Connect with him on LinkedIn.
Amy Bell is a freelance journalist, copywriter, ghostwriter and owner of WritePunch Inc. With 15 years of experience, she has written for a variety of publications and companies, including NAILBA's Perspectives magazine, The Weather Channel, Turner Entertainment (TNT/tbs/TCM) and Blueprints magazine. She is a University of Georgia graduate with a BA in Journalism. Visit www.writepunch.com to learn more.
Jonathan Berr has been a financial journalist since 1997 and is a former reporter with Bloomberg News and TheStreet.com. At Bloomberg, he was awarded the Loeb award, one of the most prestigious prizes in journalism, for uncovering SEC violations at Raytheon. Berr was also part of a team at DailyFinance that was cited for feature writing by the New York Press Club. He has been a regulator contributor to both MSN Money and AOL's DailyFinance. His freelance writing has appeared in numerous publications including American Banker, The New York Times, The Philadelphia Inquirer, Business Week, the Boston Globe, and Risk and Insurance. Among his passions are his family and his skill in translating gobbledygook into plain English. He is a proud resident of the state of New Jersey.
A.W. Berry is a financial writer professionally credentialed in media marketing, real estate sales, financial services, financial education and corporate documentation. He is the author and editor of "The Moneycation Guide to Personal Finance," "The Moneycation Guide to Business" and "The Moneycation Guide to Investing." His articles have been published on numerous business websites and blogs including the Motley Fool, the Houston Chronicle Online, Degree Match and eHow Money. A.W. Berry served on the Editorial Advisory Board and microsite procurement team for Helium, Inc., an RR Donnelley Company. He earned an M.B.A. in finance and marketing from the University of Missouri and is a Global Post Citizen Journalism Contest award winner. Interviews with Berry are published at Mint and Surety Solutions, LLC. For additional information, or to follow Moneycation's shared posts via social media, please visit Google+. You can also connect with A.W. on Twitter and LinkedIn.
With more than 30 years in the financial services industry, as an advisor, a managing director, directors of training and marketing, and currently as a consultant to the industry, Richard has written extensively on a broad range of financial topics. He is a featured personal finance columnist on the websites of more than 50 regional banks, and is the exclusive content provider for a leading developer of financial advisor websites. Connect with him on Twitter and LinkedIn.
Marty Biancuzzo's technology research is already the most sought after in the industry. Since joining Wall Street Daily, he's broken news on some of the biggest market-moving catalysts of the year, including the digitization of city infrastructures, neuroengineering breakthroughs and the Twitter IPO.
Mona Bijoor is the founder and CEO of JOOR, the world's largest online wholesale marketplace, serving more than 150,000 retailers worldwide. In 2013 Fast Company named JOOR one of the 10 most innovative companies in style.
John Black is currently retired. Previously, he was a senior analyst and trader for a $20bn global hedge fund. Mr. Black earned an MBA from Wharton.
Andriy Blokhin has five years of Big Four public accounting experience in private equity, real estate and technology companies. Andriy holds master's degrees in both accounting and economics, as well as a CPA license (currently inactive). Andriy has done personal investing since 2013 and is a contributor for Seeking Alpha writing investment ideas for short and long positions in equities. Connect with him on LinkedIn and check out his portfolio.
Andrew Bloomenthal is a seasoned financial journalist, with more the fifteen years of experience covering alternative investing, wealth management, trading technology, pensions, ETFs and family offices. He has written for Institutional Investor Magazine, II's Alpha Magazine, and Private Asset Management newsletter. He currently lives in Los Angeles. Contact: email@example.com, www.andrewjbloomenthal.com.
Dan Blystone is a writer and webmaster living in Barcelona, Spain. He worked in the futures industry in Chicago as a floor clerk, trader and broker before founding TradersLog.com. Other interests include travel, photography and languages. Find Dan on Twitter @DanBlystone
Casey Bond is a prolific personal finance writer and currently serves as the managing editor and voice for www.GoBankingRates.com. Her work regularly appears in a number of major national publications in addition to Go Banking Rates, including Business Insider, US News & World Report, and Yahoo! Finance. Casey can also be found on The Street, MSN, Huffington Post, Fox Business, LearnVest, Redbook, Style, and ABC News radio.
Daniel Bonfil graduated from Tecnológico de Monterrey majoring in Financial Management within the top percent of the graduating class. Having held several internships during university, he gained relevant work experience in client relationships, financial planning and cash-flow analysis in three different multi-national companies.
After graduating, he worked as an External Debt Analyst for the Mexican Ministry of Finance where he developed financial analysis and analytical skills. In addition, he gained capital markets exposure participating in liability management and debt issuance for the Government. He participated in developing market and strategy presentations, wrote significant parts of the 18-K prospectus, recent development and due diligence updates working directly with the U.S. Secretary’s and Undersecretary’s offices.
Daniel Bonfil is a Spanish native speaker, proficient in English and French and is currently studying Japanese. He has an active sports life and is an enthusiast of traveling, cinema and Asian cultures. Follow Daniel on Twitter, connect with him on LinkedIn or check out his blog.
H.S. Borji has six years of progressive experience in economic and financial analysis, labour market research, business development and the technology sector. He currently serves as an independent consultant specializing in small business solutions and economic and financial content development. A think tank strategist and published author in both peer-reviewed and industry research, his career has spanned the private, government and not-for-profit industries, where he has authored more than two dozen high-profile reports and more than 4,000 articles, e-books and whitepapers.
Jessica Bosari is a personal finance blogger focusing on topics important to families such as budgeting, home ownership, insurance, household management, retirement and higher education. She has spent the last four years as the lead editor and blogger for Savingtools.com, a site dedicated to saving money and frugal living. Her work has also appeared on Wisebread.com and Forbes.com. Prior to working as a personal finance blogger, Jessica spent 13 years in the insurance industry, managing both personal and commercial insurance matters. She hails from Plymouth, Massachusetts.
Charles Bovaird is a Financial Writer and Consultant with strong knowledge of securities markets and investing concepts. Having accumulated more than six years' worth of experience, he has done work for financial institutions including Moody's Analytics and Citizens Commercial Banking.
An author of 200+ publications, his work has appeared in publications including New York Post, Washington Post, Boston Herald, Chicago Tribune and Fortune. Mr. Bovaird created all the industrial finance training for a company with 300+ people and has given speeches on financial literacy for Mensa and Boston Rotaract.
Ken Boyd is the Co-Founder and Chief Educator for accountinged.com and owns St. Louis Test Preparation (accountingaccidentally.com). He provides tutoring, podcasts, blogs, articles and speaking services on accounting and finance.
Mr. Boyd is the author of Cost Accounting for Dummies, Accounting All-In-One for Dummies, The CPA Exam for Dummies and 1,001 Accounting Questions for Dummies. Ken is a contributing writer for The Logical Entrepreneur.com and the Magoosh CPA Blog. As a former CPA, Auditor, Tax Preparer and College Professor, Boyd brings a wealth of business experience to education. Follow Ken on Twitter or check him out on LinkedIn.
Xavier Boyer studies Finance at Laval University. He works at a business consulting firm and is interested in pursuing a career in corporate banking.
In 2008, Ryan Boykin co-founded DP Assets, LLC, which later purchased and now operates Atlas Real Estate Group. DP Assets was created to capitalize on the nation-wide real estate crash and foreclosure epidemic that began in 2008. DP Assets currently owns a portfolio of real estate across four states comprised of apartment communities, industrial sites, office, retail and single family assets. In addition to these holdings, Atlas Real Estate Group has two other divisions: a full-service real estate brokerage with 20 real estate agents and a property management company with over 1,400 units of residential real estate under management. Over the past eight years, DP Assets and Atlas Real Estate Group have transacted on over $750mm real estate deals for institutional and individual investment funds. Of that, more than $500mm has been directly invested into the Denver Metro real estate market on behalf of Atlas and its investment partners. Boykin is an alumnus of the University of Denver and was born and raised in Denver, CO.
Claire has been writing about retirement planning, tax policy, investing and corporate finance for over a year. After leaving her career in the insurance industry working for high-profile clients, Claire decided to pursue a career in writing. Her keen attention to detail and head for numbers has made her a perfect fit for Investopedia.
Katie Brewer, CFP® started Your Richest Life because she believes that every professional should have access to a financial coach. She believes having a financial plan and a coach to go with it can make the difference in meeting financial goals or not. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. She believes that you don’t have to feel afraid about your money when you are in control of it!
Katie has over 10 years of experience working with clients and their finances. She has worked with financial technology pioneers as well as smaller boutique firms focused on high net worth individuals. She has expertise in balancing retirement planning with debt payoff, figure out where that hole in your budget is occurring, investing in your first or second home, maximizing your employee benefits to create wealth, as well as other financial planning topics.
Katie is an author for Money.com, she has been quoted in articles in The New York Times, Forbes, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. In order to become a CERTIFIED FINANCIAL PLANNER™, Katie had to complete six educational courses, have at least three years of financial planning experience, pass an examination with an average pass rate of 60-65%, and adhere to strict ethics requirements. She earned her Bachelors of Science degree from Texas A&M University, her MBA from Texas Tech University, and she completed her Personal Financial Planning coursework at Southern Methodist University.
Katie lives in the Dallas area, but she’s originally from Austin and gets back there whenever she can. She met her husband at the Mexican food joint where they both worked while in college and it was love over guacamole. They have a four-year old daughter who’s a play-doh artist. When she’s not coaching her financial clients or spending time with her little family, Katie likes to sing soprano in a philanthropic choir, scoot around town on her Genuine Buddy scooter, and get outdoors for a hike or a concert whenever she can.
Sarah Brodsky writes about personal finance and economics. Her work has appeared in the Springfield News-Leader, Mixergy.com, the St. Louis Business Journal, and other publications. She holds a bachelor's degree in economics from the University of Chicago.
Sarah Brodsky writes about personal finance and economics. Her work has appeared in the Springfield News-Leader, Mixergy.com, the St. Louis Business Journal, and other publications. She holds a bachelor's degree in economics from the University of Chicago. Connect with her on Twitter and check out her portfolio on Contently.
Sarah Brooks is a personal finance writer and blogger living in Charlotte, NC. Sarah is passionate about both saving money and increasing her income, sharing her journey on her personal blog, www.thefrugalmillionaireblog.com. She has a degree in finance from Arizona State University and has contributed to sites such as LendingTree, About.com, GOBankingRates, the Penny Hoarder and more. In her free time, Sarah enjoys spending time with her family, hiking and spending time outdoors, baking, and collecting candles from Bath & Body Works (her weakness). She loves all holidays, rainy days and iced coffees.
Floyd Brown boasts a lifetime of political involvement, ranging from political appointee in the Reagan campaigns and consultant to the Bush, Dole and Forbes presidential campaigns - to his current role as the President of the Western Center for Journalism, a nonprofit dedicated to informing and equipping Americans who love freedom.
Gord Nuttall has a passion for finance and investing matched by his award winning writing abilities. Gord is self-taught passive investor who loves to teach others about investing and savings strategies.
Sean Bryant is a Denver based freelance writer specializing in travel, credit cards and personal finance. With nearly 10 years of writing experience his work has appeared in many of the industries top publications. He holds a bachelor of arts degree in economics. He also runs OneSmartDollar.com and CardJournalist.com. When not working Sean enjoys spending time with his wife, daughter and dog Charlie and can frequently be found on his bike or snowboard.
Celan Bryant started her career working for two top-tier investment banks before migrating to the corporate finance arena. After completing a fellowship at Harvard University, she began a career in financial writing with a focus on sustainable business models.
Ms. Bryant has an MBA with a concentration in finance and over 15 years of experience in the financial industry. Celan is currently working on several research papers, including her first book on the impact of Dodd-Frank on banking profitability. Follow Celan on Twitter.
T.D. Bryant II is currently pursuing a Masters of Business Administration with a concentration in Finance from The University of Houston Downtown. He holds a Bachelor of Science in Agriculture with a concentration in Economics from Prairie View A&M University. He has previously worked for Monsanto Company and as a Research Fellow at Kansas State University.
Mr. Bryant is a member of the Houston Economics Club and Alpha Phi Alpha Fraternity Inc. During his time at Prairie View A&M University, Bryant was a member of 2009 SWAC Championship team and served as Mr. Prairie View A&M University 2012-2013.
Ben Buchanan has managed a small family office for the past 7 years, and joined with two colleagues in 2014 to start an asset management company structured as a Registered Investment Advisor. The goal of any portfolio Ben builds for clients is to maximize the long term risk adjusted returns as measured by the CAGR/MaxDrawdown over the period. This is accomplished in most cases by combining assets whose correlations have a high likelihood of diverging (or at the least a low probability of converging) during chaotic periods. In addition to managing vanilla public market assets, Ben has extensive experience analyzing alternative investments, including: commodity pools, start-up companies, frontier investments, and hedge funds. Connect with him today on LinkedIn and Twitter.
Nathan Buehler has a passion for finance and investing. He is a well established writer on the VIX and its related exchange traded products. Nathan also provides coverage on publicly traded companies, commodities, and personal finance/budgeting. Not only is Nathan a writer, but he is also a teacher. His drive to help others doesn't end in the classroom. This is evident by the time and commitment he gives to his readers through personal feedback and open discussion of topics. Follow him on Twitter, connect with him on LinkedIn, and check out his blog.
Stacey Bumpus holds both her Bachelor and Masters degrees in Communications. After spending years in corporate communications, she discovered freelancing was really her cup of tea and fell in love with finding and writing about the latest financial news. Now, providing news and tips about banking, mortgages, taxes (and even logging her own efforts to save for retirement), she’s not only fulfilling her lifelong passion, but also helping others manage their finances responsibly.
Kristin Burgess is an attorney and writer. In her legal practice she has worked in corporate and public finance, with a special focus on municipal finance and government debt. She writes about topics in economics, politics and personal finance. Kristin received her law degree from Yale and studied Economics and Political Science as a Macaulay Honors Scholar at Lehman College - C.U.N.Y. Follow Kristin on Twitter, connect with her on LinkedIn or check out her website.
John T. Burke, Jr. is an alumnus of Boston College and the Illinois Institute of Technology / Chicago-Kent College of Law. His involvement with the markets began in 1975, when he worked in the A.G Edwards booth on the Chicago Board Options Exchange. After starting his own blog in 2008, he has written for a number of financial websites. Connect with him on LinkedIn and follow him on Twitter.
Justin Weidner is a graduate from Kenyon College with a B.A. in philosophy. His favorite philosopher is Michel de Montaigne. Justin has studied The Business of Electronic and Dance Music at New York University and is currently pursuing a certificate in Entertainment and Media Business through the NYU School of Professional Studies. He enjoys pop culture and is writing a book in his spare time.
Ryan C. Fuhrmann, CFA, has a background in portfolio management, overseeing assets for high-net-worth individuals and covering a broad array of industries from a generalist perspective. An active student of investing, he focuses on communicating his ideas as an investment writer and learning from the financial community. Ryan is also actively involved with the CFA Institute. Feel free to visit his website at www.rationalanalyst.com.
After Jason attained his B.S. in Commerce from the University of Virginia’s McIntire School of Commerce, he spent the next eight years at T. Rowe Price serving in various roles from investment counseling to retirement planning. In 2005, Jason took the role of Senior Security Analyst at Wells Fargo Corporate Trust in their Residential Mortgage-backed Securities division as a part of its Bear Sterns team.
While completing his Master’s Degree in Government from the Johns Hopkins University Advanced Academic Program, Jason began writing local blogs about Baltimore City and the state of Maryland's social and fiscal policy.
Over the past five years, he has contributed to several financial newsletters, the Motley Fool website, and InvestorPlace Media LLC.
He resides in Baltimore, MD.
Jennifer Calonia is a reputed journalist covering breaking news about banking, savings, loans and personal finance that matters most to your wallet. Her features and helpful savings tips encourage and empower households across America to achieve financial balance.
Bruce Campbell is a web designer specializing in data visualizations and a writer whose work has appeared in Scientific American Explorations, Working Woman and Industrial Design.
Chase Carmichael graduated cum laude in Finance from the University of Florida and holds over 2 years experience in trading the financial markets. He has come to view stock prices as a function of an underlying trend and a prevailing crowd bias.
While leveraging his experience as a young finance professional, with both a formal and real-time financial education, Chase hopes to provide reader's with a unique perspective on the markets. Connect with Chase on LinkedIn.
Nell Casey is a Melbourne-based writer, speaker and blogger specializing in finance, entrepreneurship and career-focused topics. With over ten years experience across a range of professional and government industries, her work has appeared in a number of private publications, as well as online. Her goal is to inspire young women to find their passion, take charge of their finances and create a life less ordinary.
Anthony Casillas is a versatile and published writer who ties together the economic, psychological, social and historical forces at work in a given situation. He graduated from Saint Louis University with a Bachelor's Degree in Economics. His areas of expertise include analysis of macroeconomic trends, stock valuation and behavioral economics.
Like most adolescents, Warren balances his time between schoolwork and extracurricular activities, but that’s probably the most he has in common with his peers. Warren, 16, is an award-winning entrepreneur, published author and value investor living in the Caribbean.
David Cay Johnston is a Pulitzer Prize-winning investigative reporter and best-selling author who teaches business regulation, property and tax law at Syracuse University’s law and graduate business schools.
Johnston’s innovative coverage of tax issues in The New York Times prompted tax policy changes by Presidents Clinton and George W. Bush that Congress valued at more than $250 billion.
He is the immediate past president of the 5,700-member Investigative Reporters & Editors organization. He is also co-founder and chairman emeritus of a lodging management company.
Johnston wrote a best-selling trilogy on the American Economy – Perfectly Legal (taxes), Free Lunch (subsidies) and The Fine Print (monopolies) – as well as a casino industry exposé, Temples of Chance, and edited the anthology Divided: The Perils of Our Growing Inequality. His next book is The Prosperity Tax: A New Federal Tax Code for the 21st Century Economy. He was a consultant on electricity regulation and rare earths for the Netflix series House of Cards.
When he was 18 years old the San Jose Mercury recruited him, hiring him a few months later as a staff writer. His investigations over the next four decades appeared in that paper and The New York Times, as well as in the Detroit Free Press, Los Angeles Times and Philadelphia Inquirer. He exposed LAPD political spying and brutality; revealed news blackouts and manipulations that forced a six-station broadcast chain off the air; solved an especially vicious murder by confronting the real killer, winning freedom for an innocent man; deconstructed the way foreign agents from South Africa and Taiwan secretly influenced American government policy; and explained the economics of former GE chairman Jack Welch’s retirement perks, prompting Welch to relinquish them.
The Washington Monthly described him as “one of America’s most important journalists,” and the Portland Oregonian called his work the equal of the original muckrakers: Ida Tarbell, Lincoln Steffens and Upton Sinclair.
Gaurav Chakravorty is a co-founder and Head of Strategy Development at qplum, an online asset management firm offering data-driven investment plans. Gaurav has been one of the early pioneers of machine learning-based high frequency trading. He built one of the most profitable algo trading groups at Tower Research from 2005-2010 and was the youngest partner in the firm.
Former CNBC and CNN Senior Correspondent Allan Chernoff is CEO of Chernoff Communications. He specializes in business writing, video production, media and speaker coaching and strategic communications services for corporate and not-for-profit organizations.
His writing has appeared in numerous publications, including The New York Times, The Wall Street Journal, Los Angeles Times, Financial Times, Newsweek and Money.
His book, The Tailors of Tomaszow, co-written with his mother Rena Margulies Chernoff, one of the youngest survivors of the Holocaust, is a communal memoir and history of the survivors of Rena’s hometown, Tomaszow-Mazowiecki, Poland.
Among his honors, Allan Chernoff is a six-time winner of best reporting awards from the Society of Professional Journalists' New York chapter, Deadline Club. He has won two National Headliner Awards; two New York Festival Awards; and a Prism Award. Allan’s reporting contributed to a CNN DuPont Award and his coverage of the Gulf of Mexico oil spill, Hurricane Katrina and analysis of economic issues in the 2008 presidential campaign were each part of CNN's Peabody Award-winning efforts.
Allan is a graduate of Brown University.
Allan Chernoff sits on the board of the Deadline Club of the Society of Professional Journalists, is a member and former officer of the New York Financial Writers Association, a member of the Authors Guild, a reader for EIES of NJ, a volunteer for the Interfaith Food Pantry of the Oranges, a career advisor for Brown University and has been a featured speaker at various charitable events. Allan served as an interviewer for the Survivors of the Shoah Visual History Project.
As a student of finance, economics, and philosophy at UBC (class of 2017), Herman enjoys providing simplifying explanations for what can seem like daunting topics in finance. He believes in the explanatory power of scientific thinking, rigorous, disciplined value investing, and in solving problems through building a better (mutual) understanding. If any of these principles resonate with you, Herman encourages you to take a look at this articles, in which he tries to provide simplifying explanations for the complicated mechanics of financial markets. If not, he hopes you can still enjoy reflecting on his contributions to the investing public’s knowledge, and can find takeaways. In any case, he welcomes intellectual engagement, and encourages anyone who finds the information in his articles useful to get in touch! Be it for information, discussion, or disagreement, he is happy to connect with the wider community on Investopedia, and build upon our understanding of the economy together.
Chris Ciaccia is currently a freelance journalist covering a wide variety of topics, from ETFs to options to technology. Prior to this, he worked for TheStreet as a technology reporter. He's also covered markets for Benzinga and worked as an analyst at GMAC and at Laurus Capital Management. Chris has a bachelor's degree in finance from Seton Hall University.
Jonathan Citrin is a financial advisor, speaker, author, and educator.
A true thought leader in the financial services industry, Jonathan has devoted his career to researching and understanding the interplay between the human brain and financial markets, developing his own unique brand of financial theory and portfolio management, and educating the public in an effort to improve the way we invest, think, and live.
Jonathan has been a financial advisor for over 15 years. He began his career managing investment accounts at Morgan Stanley and Morgan Stanley Dean Witter. In 2003, he founded his own financial advisory practice, which is based in the Metro Detroit area. Jonathan oversees the firm’s investment portfolios, manages relationships with clients, and spearheads strategic planning and business development.
An international speaker and author, Jonathan has established himself as a powerful voice both inside and outside the world of finance. In his speaking and writing, Jonathan takes us on an enlightening journey deep inside the human brain, illuminating our fundamental emotions and their impact on the decision-making process. Using his rich insights into the human condition, he masterfully weaves together elements of financial theory, history, the humanities, and science.
Jonathan is regularly sought out for comment and analysis on the latest financial market developments by leading media including Bloomberg, CNBC, the Wall Street Journal, and Forbes.
Jonathan also possesses extensive experience as an educator. From 2007 through 2013, he was Adjunct Faculty of Finance at Wayne State University’s School of Business, where his classes included Security Analysis, Investment Policies, Advanced Corporate Finance, and International Finance.
The common thread that runs through all of Jonathan’s professional endeavors is his commitment to delivering excellence – in portfolio management, speaking, writing, and education – and driving positive change in our markets, our minds, and our lives.
Tim Clayton is an economist, and has worked in financial markets for over 20 years. He specializes in macro-economic trends, and the global economy and markets, with particular expertise in currency markets (Forex). Clayton's articles can be found on major international sites such as Seeking Alpha. Follow Tim on Twitter.
Mike Colagrossi is an analyst at ActivistStocks.com covering activist investors and major deals at hedge funds. Mike researches current market conditions, trends, and predictions then applies that to his writings. He also regularly contributes to SeekingAlpha.com and has a strong interest in alternative investments and emerging markets.
Edwardo Comacho was born in Brooklyn, NY, was raised in Brooklyn, Queens and Manhattan, and had lived in all five boroughs of NYC by the age of 25. Mr. Comacho is an avid reader, and makes a point to stay current in history, culture, and politics, especially with regard to Middle Eastern and Eastern European affairs. At 25, he moved to Salt Lake City, Utah, where he engaged in a career in hospitality; Mr. Comacho worked at the Hilton Corporation as the manager of operations for the Salt Lake City Airport Hilton. Seven years later, Mr. Comacho moved back to NYC to change careers, and pursue a college degree focused on education and early childhood development. He plans to pursue a doctoral degree in developmental psychology.
Bret is a Software Entrepreneur and Founder of CrowdfundSuite, a Funding Hub that enable crowdfunding channel players and private capital industry stakeholders to successfully navigate and profit from the exploding Alternative Funding sector. CrowdfundSuite provides platform access, services and education across the spectrum of rewards, debt and equity crowdfunding models.Bret is a thought leader in the Alternative Funding space with six years of Crowdfunding Experience including launching Canada's first crowdfunding platform in 2008. A former Executive with FundRazr - he helped raise over $40M for customers in 20 countries for personal, creative and charitable campaigns. He has founded and collaborated on multiple tech start-ups. Bret blogs for ITBusiness.ca Blogger, is a frequent keynote speaker and Ambassador to The National Crowdfunding Association of Canada. His client list has included: InvestNextDoor, New Ventures BC, Angel Forum, Small Business BC, BC Innovation Council, Vancouver Enterprise Forum, EO, Community Futures, Early Exits, New Media BC and others.
His early career was in brand management, advertising, marketing, strategy and technology adoption for Procter & Gamble and BC Lottery Corporation where he led brands including Crest, Scope, Vicks, Lotto 6/49, Sports Action and Scratch N' Win.
He lives in beautiful Vancouver with his wife and two active sons. A wily defence men and oft-injured recreational athlete, Bret plays younger than his years. He can be found off-hours skiing, biking, hiking, surfing and golfing with his family and friends. He has served on the Board of Directors for the Stanley Park Ecology Society and has done extensive volunteer work with North Shore Winter Club hockey and West Vancouver Minor Baseball.
Mary Conroy has spent the past 10 years as an officer in the United States Army. While deployed to Iraq and Korea, Mary was tasked with analyzing the funding sources of local terrorist networks and anti-state organizations which sparked her interest in the financial industry. After deploying home, she had the opportunity to further work within Goldman Sachs’ Internal Audit Department as part of the Veterans Integration Program, gaining greater insight on the rules and regulations that govern the financial industry around the world.
Mary attended the University of South Florida in Tampa, in 2015 and earned her Masters in Business Administration with a specialization in Compliance, Risk and Anti-Money Laundering. Follow Mary on Twitter or connect with her on LinkedIn .
C.W. Copeland, Professor of Financial Services at The American College of Financial Services, a non-profit, accredited, degree-granting institution in Bryn Mawr, PA that has educated one in five practicing financial advisers in the U.S.
Lou has worked as an investment banker and equity analyst at Lehman Brothers, as a credit analyst at Moody's, and as a distressed debt salesman at Merrill Lynch. He has a BA in Economics from the University of Virginia and an MBA from Cornell University's Johnson Graduate School of Management.
William Cowie spent 30 years in senior management (CFO/CEO) before retiring. He has a bachelor's, a master's, and a partial doctorate in management and strategy. He is a staff contributor at GetRichSlowly.org, and writes the blogs Bite the Bullet Investing (investing) and Drop Dead Money (the economy).
Daniel Cross, ChFC has been in the industry as an investment writer and financial advisor since 2005. His experience includes being Editor-in-Chief of a corporate newsletter aimed at employee education regarding investing and retirement planning, crafting thought-provoking whitepapers for financial service firms, and myriad pieces of work that can be seen on StreetAuthority, MoneyUnder30, Investopedia, Seeking Alpha, Morningstar, and many more.
He holds the Chartered Financial Consultant designation (ChFC) as well as Series 7 and Series 66 licenses, and has embarked on the arduous journey of obtaining the coveted CFA designation. Daniel lives in Florida with his wife, daughter, and two pet Tortoises ironically named Twinkie and Fluffy. Aside from contemplating the mysteries of the equity universe, he loves fishing, exploring America on the back of his Harley, and the most electrifying team in football: the San Diego Chargers. Connect with him on LinkedIn.
James D. Hamilton has been a professor in the Economics Department at the University of California at San Diego since 1992. He served as department chair from 1999-2002, and has also taught at Harvard University and the University of Virginia. He received a Ph.D. in economics from the University of California at Berkeley in 1983.
Professor Hamilton has published articles on a wide range of topics including econometrics, business cycles, monetary policy, and energy markets. His graduate textbook on time series analysis has over 14,000 scholarly citations and has been translated into Chinese, Japanese, and Italian. Academic honors include election as a Fellow of the Econometric Society and Research Associate with the National Bureau of Economic Research. He has been a visiting scholar at the Federal Reserve Board in Washington, DC, as well as the Federal Reserve Banks of Atlanta, Boston, New York, Richmond, and San Francisco. He has also been a consultant for the National Academy of Sciences, Commodity Futures Trading Commission and the European Central Bank and has testified before the United States Congress.
Darius Dale is currently a Director and Partner at Hedgeye Risk Management, a leading independent financial research firm based in Stamford, CT. At Hedgeye, Darius is a senior analyst on the Global Macro team and a core contributor to the firm’s economic outlook and associated investment strategy views. He joined the firm shortly after graduating college in 2009 and is a two-time recipient of the firm’s employee of the year award (2010, 2011).
Darius’ expertise on markets and economies has led him to become a frequent on-air contributor to Fox Business and Fox News, as well as an in-print contributor to Bloomberg News.
At Yale, Darius received a B.A. in Political Science as was a highly decorated member of the varsity football team. He also held leadership roles in several on-campus organizations and received a public service fellowship from the Yale president to help run a summer sports camp for underserved youth in the New Haven area.
His heart for social service continues to this day, as Darius is involved in several philanthropic outreach efforts including serving on the junior board of Domus Kids and volunteering with the Mentoring Partnership of New York, Bulldog Cares and The Future Project. He is also a founding member of Hedgeye Cares, an internal 501c3 organization designed to organize and direct the philanthropic efforts of the entire firm.
Jesse Daley is a chartered financial analyst with over ten years of experience in the financial field with Prudential Financial and Vanguard. At Prudential, he started as a junior analyst with a focus on analyzing companies in the industrial sector. His analysis, research and projections were used to make investment decisions by the investment committee. Later, he took on more responsibilities related to communicating decisions made by the investment committee to clients. At Vanguard, Jesse was part of a team that created prospectuses, marketing material and communication for various sector-based funds. In this role, he helped retail and institutional clients understand Vanguard's sector-based funds and recommended the appropriate fund for their needs. Mr. Daley holds a Master of Science in Accounting from the University of Pittsburgh and a Bachelor of Science in Finance from Duquesne University.
Matt Danielsson holds a B.S. in Finance and has worked as a financial advisor at a large insurance company for the past seven years. He has assisted small business owners as well as individuals in minimizing taxes, preparing for retirement, and creating suitable investment portfolios/insurance packages tailored to the clients. Connect with him on LinkedIn.
Rebecca Engmann Darst has covered financial markets in Europe and the United States for a broad range of online, broadcast and newswire outlets, including Forbes.com and CNBC. She spent several years as managing director of market intelligence on the floor of the New York Stock Exchange, and has since anchored interviews with a range of portfolio and asset managers regarding their views on multiple asset classes and the global macroeconomic landscape.
Greg Daugherty is a former editor in chief of Reader's Digest New Choices magazine and senior editor of Money magazine. He writes frequently on personal finance and other topics.
Ever since I earned my first paycheck, the power of money instilled a lifelong impression on me. When I opened my first money market account, I wanted to know as much as I could about investing and how to make my money work for me. Passing the Series 7 Exam and my time spent working as an Investment Representative truly equipped me with the knowledge to help others understand investing. This is something I have done since I started in the financial services and continue to do even after moving on from that industry.
I perform consulting work now, but I am always willing to help those that are curious to know more about personal finance and investing as I find sincere enjoyment in being a resource that people can rely upon. I have also become involved in real estate investing so that has provided me an additional perspective beyond the investment products commonly available in financial services as well. I’m a strong advocate of financial literacy and have been for quite some time. Any contribution I can make towards this imperative life skill for someone is an accomplishment in itself. Thank you for reading.
Damian Davila is a personal finance writer living in sunny Honolulu, Hawaii. He writes about financial topics because he enjoys helping people save money.
His writing appears on many authoritative websites, such as Time.com, WiseBread.com, Kabbage.com, and BusinessInsider.com. Damian has been quoted in articles for Kiplinger.com, HawaiiBusiness.com, and BusinessWeek.com.
Born in Ecuador, Damian has traveled extensively and held positions in Mexico, Germany, Italy and the United States. He has a Bachelor of Commerce with a major in Finance from the University of Alberta, a Masters in Educational Technology from a joint program between the Tecnologico de Monterrey and the University of British of Columbia, and a MBA from the University of Hawaii. Also, he has over 7 years of experience coaching business professionals to achieve their target GMAT scores.
HomeAdvisor is a leading website and mobile app source providing homeowners with free tools and resources for their home projects. HomeAdvisor also connects homeowners to a network of more than 80,000 pre-screened, customer-reviewed service professionals and now makes the process simple from start to finish with Mhelpdesk. Homeowners can make smart project decisions at home or on-the-go using desktop tools such as Cost Guide and Pro Reviews, along with mobile apps including HomeAdvisor Mobile and DesignMine.
Greg DePersio has over 10 years of experience in finance. He did his undergraduate work in English and graduate work in accounting. This unique educational background has enabled Greg to work successfully in several areas of finance. His background includes mortgage banking, investment real estate and internal audit. Additionally, Greg has served as a consultant for several financial firms in Tennessee and Florida, providing search engine optimized website content, sales and marketing materials, and editing services. Greg's broad base of experience and love of the markets provides him with a unique vantage point to offer relevant perspectives on trending financial issues.
As a digital nomad based out of New York City, Shoshanna enjoys reporting on business and finance, with a focus on the technology sector. Shoshanna is passionate about enhancing the future of work by harnessing productivity and adopting transparent, flexible work cultures.
After graduating from UNC Chapel Hill with a B.A. in Economics and International Relations, Shoshanna worked in international business advisory at KPMG. When she’s not writing, you can now find Shoshanna leading yoga, mindfulness and creative workshops around the world.
Shoshanna’s enthusiastic about forward-driving projects that advance social entrepreneurship, conscious consumerism and sustainability movements. She also publishes on a variety of platforms including her blog, The Loopy Scoop. Join Shoshanna on Twitter and Instagram.
Martin Denholm boasts a wealth of experience in the financial publishing industry. Over the past 13 years, he's worked as an investment analyst, senior correspondent, and managing editor for a number of stock and options newsletters, e-letters and websites, covering a wide range of issues and companies.
Linda Descano, CFA®, is Managing Director and Head of Content and Social at Citi, responsible for social media and content marketing efforts for the U.S. consumer businesses. Linda also serves as President and CEO of Women & Co., Citi’s award-winning digital publisher of financial lifestyle content. Linda is a regular contributor to Citi’s Financial Fitness blog, Women & Co. and Manilla.com and a member of the LinkedIn Influencer program, writing on an array of personal finance, career and leadership, and marketing topics.
David Dierking has worked in the financial services industry for almost 20 years including experience in investment management, marketing, accounting and asset/liability management. He has a Bachelor's degree in Finance from Michigan State University. He has written for websites including Seeking Alpha, Motley Fool and ETF Trends. Connect with David on Twitter and LinkedIn, and check out his work on SeekingAlpha and his website GetSmartGetWealthy.com.
Jared was one of Wall Street’s preeminent risk takers. After receiving his MBA from the University of San Francisco, he got hired by Wall Street giant Lehman Brothers where he worked from 2001 to 2008—first as an index arbitrage trader and then as head of the ETF trading desk. During this time, he was routinely trading over $1 billion a day in volume.
After the demise of his employer, Lehman Brothers, Jared left Wall Street and started a series of financial newsletters to help investors develop the best trade ideas and profit from them. His stock and fund recommendations often go against mainstream consensus, but that’s precisely what makes them so compelling.
Ryan Donovan works as a freelance writer in New York City. He graduated from Carnegie Mellon University with a degree in technical writing. After untangling complicated software for 10 years as a technical writer, he now writes on a variety of topics with a specialty in understanding complexity on both small and large systems. That includes the interplay between international events and your investment portfolio.
Kevin Donovan has more than 35 years of experience as a reporter for the financial press and is a supervisory analyst on Wall Street for several bulge bracket equity research departments. He is a frequent contributor to seekingalpha.com. He is a graduate of the University of Oklahoma and New York University's Leonard N. Stern School of Business.
Iris Dorbian is a former actress turned prolific business and arts journalist. Her articles have appeared in a wide number of outlets that include the Wall Street Journal, Reuters, Venture Capital Journal, Buyouts, CFO.com, Live Design, Media Industry Newsletter, PR News, Playbill, and Backstage. From 1999 to 2007, Iris was the editor-in-chief of Stage Directions. She is the author of “Great Producers: Visionaries of the American Theater," which was published by Allworth Press in August 2008. Her personal essays have been published in Blue Lyra Review, B O D Y, Embodied Effigies, Jewish Literary Journal, Skirt! Diverse Voices Quarterly and Gothesque Magazine. She has a master’s degree in journalism from Columbia University.
Ryan holds a BA in Economics from Notre Dame and has worked for five years as an equity research analyst for hedge funds and sell side research shops. Ryan has also founded two separate companies and is the Director of Research for fintech startup Prudena, which offers an online equity valuation platform for investors and analysts. In his spare time, Ryan offers financial consulting services to small businesses.
Jack Du is currently a junior at Brown University studying Applied Mathematics-Economics. He has been involved in the Brown Investment Group for almost 3 years, where he was previously on the Healthcare Research Committee and currently is on the TMT Research Committee. He is actively interested in value investing, asset management, and personal finance. He loves writing about business and is also a contributor to Seeking Alpha and the Intercollegiate Finance Journal.
Victoria Duff began her career on Wall Street in 1973. One of the very first female institutional bond brokers, she spent the next 20 years either on the sell-side or managing billion dollar bond portfolios. In 1997 she founded aBusinessPlan.com, her startup consultancy. For nearly 2 decades she planned, facilitated and launched new companies and new divisions for her happy clients and became one of the most influential women in the Southern California startup scene. She has a wide variety of interests, rising at 4am every day to catch the close of Asian markets and the open of European markets. She is active in the Oregon startup community and enjoys working with clients all over the world. She is a proud alumnus of the University of California at Berkeley.
Anne Dullaghan is a Los Angeles-based writer specializing in finance, technology, health care and higher education. With more than 20 years of experience, her work has appeared in publications such as Entrepreneur’s Business Start-Ups, Working Woman, Daily Variety, Investment Advisor, National Underwriter, Senior Market Advisor, Small Business Tax News, Green Building & Design, Scripps Magazine and CMC Magazine.
Marv Dumon is a certified content expert who has served as managing editor and writer for FORTUNE 500 companies and several media organizations. His professional background conveys over a decade of experience in editorial, writing, marketing, and corporate communications. He has written over 6,000 articles that discussed current events, business, technology, government, and popular culture. Marv earned MPA, BBA, and BA degrees from the University of Texas at Austin.
April Dykman is a freelance writer, editor, and blogger who specializes in personal finance, real estate, and entrepreneurship topics. Her work has been featured on MSNBC, Fox Business, Forbes MoneyBuilder, Yahoo! Finance, Lifehacker, and The Consumerist.
James McWhinney has been a professional writer for nearly two decades. He has worked for many of the nation's top mutual fund providers and banks in addition to numerous magazines, websites and other publications. He specializes in financial services and travel.
Based in Michigan, Jeanne E. Tepper is a freelance writer specializing in financial services and parenting. Her work can be seen in The Detroit News MichMoms, parenting blog where she covers diverse subjects including how to pay for college. Her blog, Brainmotes, chronicles Jeanne's adventures in motherhood, writing, gardening and sometimes men's fashion. Jeanne is an avid reader and writes short fiction in addition to blogging and articles.
Barbara Weltman is an attorney and best-selling author of numerous books, including the perennial J.K. Lasser’s 1001 Deductions and Tax Breaks and J.K. Lasser’s Small Business Taxes. She is the publisher (www.barbaraweltman.com) of Big Ideas for Small Business® and Idea of the Day®. Named one of the Top 100 Small Business Influencers four years in a row, Barbara is a regular contributor to SBA.gov and other venues.
Carol Wheeler has been a writer and editor for many years. She has worked on staff at Woman's Day, Executive Female and Savvy, among other magazines.
John Edwards is a licensed attorney and currently works in the commodities field. He has achieved Level 1 of the CAIA regarding hedge funds and alternative investments. He has an undergraduate degree in government. He has written for Seeking Alpha and other online financial sites. He is interested in quantitative finance and options trading.
Jesse Emspak is a New York-based journalist who focuses on technology and the science behind some of our favorite gadgets. His work has appeared in The Economist, The Los Angeles Times, Scientific American, The Christian Science Monitor, LiveScience and Tom's Guide. He also is a former Technology and Science editor at the International Business Times.
He spent a decade covering Wall Street for Institutional Investor Newsletters and after that, at Investor's Business Daily. Much of his work focused on telecommunications, consumer and banking technology and later, the systems used in the back offices of financial institutions.
Emspak has been particularly interested in the way science influences technology and the way it spreads to consumer use.
Ashley Eneriz is a financial writer who has been published on a myriad of sites, including Dave Ramsey’s site, Credible, GOBankingRates, MoneyCrashers, Huffington Post, Business Insider Australia, Life Hacker, Fidelity, CBS News, and MSN Money. As a stay-at-home mom, she balances work, home, and the unpredictable life of a preschooler and baby. She loves shopping at thrift stores and garage sales and telling people how to save money.
Lita Epstein, MBA, earned her Master’s degree at Emory University’s Goizueta Business School, where she ran the accounting lab for MBAs and Executive MBAs. After completing her MBA, she worked as the associate director of development for The Carter Center and then as assistant manager of facilities management for the Emory clinics. She is the author of more than 35 books, including The Business Owner’s Guide to Reading and Understanding Financial Reports, Bookkeeping for Dummies, and Reading Financial Reports for Dummies. Prior to earning her Master’s degree, Lita worked as a newspaper reporter, magazine editor and press secretary for a U.S. Congressman. Lita earned her undergraduate degree in Community Development at Rutgers University. She continues to work as a volunteer for community development entities in the community in which she lives.
Christopher Eutaw's love of all things politics – paired with his passion and burning desire to uncover the truth – make him the perfect fit to run Wall Street Daily. His unmatched drive and political expertise ensures that all content on the website is honest, insightful and provocative.
Milton Ezrati is a prominent economist and author who has worked in the financial services industry for decades and currently serves as chief economist of Vested.
He is a contributing editor to The National Interest, a magazine that covers international affairs, and the author of two books: Kawari, which predicted Japan would evolve from an export-oriented economy to one that provides services, and Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live, which examines the impact that an aging population has on the world’s most developed economies. He frequently contributes to and is quoted in a variety of financial publications, including CNBC Fox Business, Bloomberg, BNN, The Wall Street Journal, Dow Jones, and Reuters.
Heather Larson writes about personal finance, health and travel. Her work has been published in Bankrate.com, Insurancequotes.com, Nextavenue.org, Energy Times, Northwest Travel Magazine and Costco Connection. Sometimes she also writes about dogs, disaster preparedness, parenting and grandparenting and small business issues.
David Fay Smith is the author of A COMPUTER DICTIONARY FOR KIDS AND OTHER BEGINNERS (Ballantine), a former Asian desk editor for BUSINESS INTERNATIONAL and columnist for PUBLISHERS WEEKLY, and has managed businesses in Taipei and New York City. He has also worked as a securities analyst for a Wall Street firm.
David is currently a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing actively managed growth and income portfolios using ETFs. David regularly contributes his views on wealth management in his company blog, podcasts, and special reports. Visit www.fmdcapital.com to learn more.
Stephanie Faris is a personal finance writer who got her degree from Middle Tennessee State University. Her work is regularly featured on the small business blogs Intuit and Go Payment and she is a featured columnist for SmallBizTechnology.com and The Motley Fool. She lives in Nashville, TN.
Alan Farley is a private trader and publisher of Hard Right Edge http://www.hardrightedge.com, a comprehensive resource for trader education, technical analysis, and short-term trading techniques. He is author of the McGraw-Hill best-sellers "The Master Swing Trader" and "The Master Swing Trader Toolkit", as well as long-time contributor for The Street.com.
Alan has been on the market scene for well over two decades as a trader, advisor, and author. He is a well-respected educator on swing trading, tape reading and technical analysis, including the original strategies found at Hard Right Edge.
In addition, he is a frequent contributor to CNBC and has been featured in Fidelity Outlook, Forbes, Technical Analysis of Stocks and Commodities, Barrons, Bloomberg, Smart Money, Schwab Investor, Minyanville, Yahoo Finance, Futures Magazine, Tech Week, Active Trader, MSN Money, Technical Investor, Bridge Trader, Online Investor, America-Invest, the Los Angeles Times, and Trading Markets.
Alan consults regularly with industry leaders on the issues facing today's traders and is a strong voice for the revolution changing our modern markets. Follow Alan on Twitter
I don't consider myself some kind of investing "guru". In fact, most of what I share isn't new. Instead, my goal is to help you understand the mountain of information that is out there so that you can make better decisions when it comes to personal finance and investing. By making smart choices and avoiding mistakes, you can learn how to grow long-term wealth.
Todd Feldman is an associate professor in finance at San Francisco State University. He is published in top finance and economic journals, such as the Journal of Behavioral Finance. Formerly, Todd was a senior analyst at a start-up hedge fund and a senior analyst at a valuation company.
Feldmans' research centers around behavioral finance, financial crises, and investment strategies. He has consulting\industry experience in the hedge fund, valuation, and education industry.
Jason Fernando is a Canadian value investor based in Vancouver, BC. At the age of 15, Jason's interest in investing was ignited by the events of the 2008 financial crisis. Ironically, it was the poor investment decisions which contributed to this crisis which inspired Jason to investigate methods of investing which are both fiduciarily and ethically sound. This investigation led him to the tradition of value investing, as represented by figures such as Benjamin Graham, Warren Buffett, and Prem Watsa. Since that time, he has been engaged in a rigorous process of self-education, combining theoretical studies and practical application through the management of his own portfolio.
Having long been an avid user of Investopedia.com, Jason is proud to contribute articles for the benefit of others who are pursuing their own education as investors. In addition to his work at Investopedia, Jason also publishes articles through his personal website, at www.vancouvervalueinvesting.net.
Aaron Fifield is a developing trader, and host of the Chat With Traders podcast. Each week he interviews successful traders and financial thought-leaders to extract their best insight, which is listened to by thousands. On the trading front, Aaron is learning how to code and pursuing algorithmic trading systems.
Chad Fisher spends his time building and promoting websites for people to learn more about electric vehicles and has developed free sites for consumers to compare auto and life quotes from multiple insurance companies. Never shy about giving his unsolicited opinion, you can see and hear him attending many of the leading entrepreneurial conferences such as: Pubcon, Leadscon and Domainfest.
Kerri Fivecoat-Campbell is an award winning journalist who has authored over 3,000 articles for local, national and international publications and websites.
Today, Kerri specializes in writing about travel, animals/pets, business and the environment. She’s a former regular business columnist for The Kansas City Star and has written pieces for dozens of business publications, including Entrepreneur Magazine. Kerri lives in the Ozark Mountains with her husband of 28 years and their 5 recycled (rescue) dogs. Their story of living a downsized, more sustainable life is chronicled on the successful blog, Living Large in our Little House.
Jean Folger is a technical analyst and system researcher with PowerZone Trading, author of the award-winning book Make Money Trading: How to Build a Winning Trading Business, and a private trader specializing in the e-mini markets. Jean is an affiliate of the Market Technicians Association, a regular contributor to Futures magazine and was previously a real estate broker.
Amy Fontinelle is a writer, editor, and personal finance expert. Her clients include personal finance websites, financial institutions, public policy organizations, academic journals and professional economists. She has written hundreds of articles on budgeting, credit cards, mortgages, real estate, investing and other topics. In addition to Investopedia, her articles have been featured on the homepage of Yahoo! and on Yahoo! Finance, Forbes.com, SFGate.com, Bankrate and other websites.
In addition to her personal finance articles, Amy writes business-to-business copy and composes ghostwritten and content marketing pieces. She polishes articles and papers written by economists, consultants and other professionals who need to communicate clearly and compellingly through their writing. She has also defined hundreds of financial terms for Investopedia's online dictionary and written in-depth tutorials on budgeting, banking, investing and home buying. Learn more about Amy at www.AmyFontinelle.com.
Michael Foster has written on stocks, economics, and personal finance for several websites over half a decade. His work has been featured on MSN Money, Bankrate, TheStreet, SeekingAlpha, and several other financial websites. Before writing full-time, he received a Ph.D. and spent a few years teaching at universities in Europe and Asia. He has also helped startups and small private firms develop business plans and pitch to venture capitalists and private investors. Currently, Michael is focusing on developing strategies that combine growth investing in technology sectors driven by deep due diligence and fundamental analysis with diversified high yield investing in alternative asset classes.
Tess Frame is a journalist, a mom, and a home-and-family blogger based in sunny San Diego, Calif. She writes about personal finance topics including budgeting, mortgages and increasing income, as well as wallet-friendly DIY and home improvement projects. She graduated with a bachelor's degree in English from BYU-Idaho and has been writing for various websites since 2009.
Catherine Fredman writes and edits extensively about personal finance. Her articles have appeared in Consumer Reports Money Adviser, Fidelity Viewpoints, TIAA-CREF, The New York Times and consumer magazines. She is also a ghostwriter/collaborator of blogs, books and memoirs, including the best-selling Direct from Dell by Michael Dell, Use the News by Maria Bartiromo, and Swimming Across by Andy Grove.
Harrine Freeman is a financial expert, speaker, counselor, freelance writer, CEO and owner of H.E. Freeman Enterprises. H.E. Freeman Enterprises is a financial services company that provides personal finance consulting services such as credit repair, debt reduction, budgeting, saving, retirement planning and financial literacy education. She is the best-selling author of "How to Get out of Debt: Get An “A” Credit Rating for Free," a self-help book that provides consumers with a step by step plan on how to get out of debt, increase their credit rating, track their spending and plan for the future. She has made over 150 media appearances, and has been a guest on NPR, CBS, Fox, NBC and ABC. Ms. Freeman has been featured in many major publications including, Market Watch, Forbes, Newsday, MSN Money, The Washington Post, The Huffington Post and The Wall Street Journal. Visit Harrine's Website or check out her blog.
Nicholas is an avid value investor with a longstanding passion for business. This combination led him to naturally focus on the investment industry, from investing family assets to working on business and investment strategy projects with two consulting firms from Frankfurt, Germany. Nicholas expects to graduate from the University of British Columbia with a bachelor of commerce in December, 2015 and is also actively pursuing the CFA designation. Nicholas strives to challenge himself and believes that life-long learning, taking initiative and daring to fail (because we all do eventually) is the surest way to achieve positive long-term outcomes. To see how this works out, please get in touch in a decade or two!
Donna Fuscaldo is a freelance journalist hailing out of Long Island, New York. Donna writes for numerous online publications including Bankrate.com, Glassdoor.com, Goodcall.com, and SigFig. As a personal finance reporter for years, Donna provides invaluable advice on everything from saving money to landing that dream job. Previously, Donna was an equities reporter for Dow Jones Newswires and a special contributor to the Wall Street Journal.
Marianna Galstyan is originally from Yerevan, Armenia. She currently lives in Vancouver, Canada and speaks four languages: English, Armenian, Russian and French. Her undergraduate degree is in Romance and Germanic Philology and Linguistics. To diversify her specialized linguistic background, she went on to receive her Master’s degrees in Finance, International Business Administration and Global Finance, Trade, and Economic Integration from the University of Denver.
Her professional career, which spans over a decade, has been devoted predominantly to financial and quantitative analysis and research. Her background covers a diverse range of assignments – from writing economy digests for the President’s Office and the international community in Armenia, to teaching investments and corporate finance, carrying out complex financial risk and performance analyses for corporations, and providing business advice to international start-ups. Marianna is presently working on her Chartered Financial Analyst certification and is a CFA Level III candidate.
David Garrity is Principal of GVA Research, a New York-based consulting firm. He has more than 25 years of experience in the financial services industry. He has served in many senior roles including CFO and Board Director for both publicly-held and private companies, and has extensive experience in several disciplines including advisory, operating and research. David is a thought leader in technology sector developments and their application to the broadening of the financial sector, as well as in the areas of banking and finance, capital markets, and technology innovation. He is a sought-after advisor for technology companies and consults with The World Bank Group on financial inclusion and mobile technology, as well as the development of technology strategy for health initiatives in southern Africa. His paper on mobile money and disaster relief is published in "Technologies for Development: What is Essential?" (Springer Verlag, June 2015). You can find him on LinkedIn here and follow him on Twitter @GVAResearch.
Michael A. Gayed, CFA, co-author of four award winning papers which challenge market efficiency, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners.
Channing Joseph is a veteran journalist with more than a decade of experience writing and editing high-profile news and feature stories for publications like the Associated Press, The New York Sun, and The New York Times. His bylined stories -- on topics ranging from the tax rates paid by political candidates to the sudden death of the singer Whitney Houston to the military's research into soldiers' intuition -- have also appeared in The International Herald Tribune, The Washington Post, Entertainment Weekly, U.S. News & World Report, and Publishers Weekly as well as online at USA Today, The San Francisco Chronicle, The New Zealand Herald, The Huffington Post, CNN.com, Salon.com, and many others. Previously, he taught editing and reporting as a visiting assistant professor of journalism at the State University of New York.
Mrs. Sumera Ghias, a CFA charterholder, has more than five years of experience in transaction advisory services in Saudi Arabia. She has extensive experience in valuation, due diligence and financial modeling, and has prepared several feasibility studies, business plans, private placement memorandums and banking memorandums. Additionally, she has conducted internal valuation seminars for junior staff at her financial firm.
Prior to commencing her professional career, she obtained her BBA degree in Finance from CBA, Jeddah, Saudi Arabia in 2008. Mrs. Sumera Ghias was awarded with a ‘Merit Award’ at CBA thrice for being a distinguished student with a high GPA. In addition, Sumera received partial scholarships for six consecutive semesters at CBA.
Besides her academic achievements at CBA, she played active roles in two extra-curricular streams. One was the college newsletter, CBA Focus, where she started out as a reporter. The following semester she was promoted to co-editor due to her impressive writing skills. She also served as an accountant in CBA’s SWIFT project, which focused on equipping Saudi business women with IT skills. This project was awarded a runner-up placement in the Jeddah Economic Forum Business Venture 2007, where Sumera had the opportunity to give her opinion of JEF to Arab News after its conclusion. (http://www.arabnews.com/node/295152)
Teresa Ghilarducci, is a professor of economics at The New School for Social Research in New York. She is widely known for her progressive views about how to solve the upcoming retirement crises and has written two books this year. One is a snappy and warm personal finance book called "how to retire with enough money" from workmen publishers and the other is written with an unlikely partner, the president of one of the largest private equity firms in the world, Blackstone, Tony James. It is a bold blueprint for a public option to our bewildering array of 401(k) and IRA system. That book is called "rescuing retirement" by Disruption Books.
Jim Gibson is a South Florida-based writer specializing in finance and accounting. He uses his education and real-world experience in corporate accounting and small-business operations to bring a personal touch to his writing. Jim’s work can be found on sites such as Huffington Post, Your Finances Simplified and more.
Anthony Giorgianni is a longtime consumer and finance journalist who is committed to helping people make decisions about buying products and services, managing money, donating to charity and avoiding fraud. He spent nearly 10 years as a staffer on the Consumer Reports money team and more than a decade as the consumer affairs writer for Connecticut's Hartford Courant. He specializes in fraud and scams; product advertising and marketing; consumer law; shopping and saving money; car buying, leasing and maintenance; saving and banking; consumer credit; money management; charitable giving; and identify theft and personal privacy.
James Glass is a New York attorney with more than 30 years of experience in the areas of personal taxation, estate and related financial planning. As a writer he has worked with major accounting firms and leading tax professionals nationwide in helping them bring their expertise to the public.
Lisa Goetz is a real estate agent, freelance journalist and media consultant from Charlottesville, Virginia. Lisa contributes to numerous websites including TurboTax USA, TurboTax Canada, ReMax, Office Depot, Bridgepoint Education and the Houston Chronicle. As a real estate agent for 17 years, Lisa provides invaluable advice on everything from saving up for that dream home to working with real estate agents. Previously, Lisa was an editor with Lexis Nexis and a health economics researcher at the Center for Health Economics and Policy in San Antonio, Texas.
Kathy Goins is well-suited to answer your questions about finances. She most recently worked as the finance clerk for the FAA, handling over $3,000,000 in accounts monthly. She currently manages the budget for the American Spaces Center at the U.S. Embassy in Lusaka, Zambia. Ms. Goins has an M.A. in Education, a B.S. in Accounting (minor Business Administration) and a B.A. in English Literature. Follow Kathy on Twitter or check out her site: WallStreetisWaiting.
Todd Gordon is the founder of TradingAnalysis.com and a contributor to CNBC. He’s appeared frequently on Fast Money, Squawk on the Street, Money in Motion, Futures Now, and Street Signs. TradingAnalysis.com provides actionable market analysis and clear trading strategies in the currency, commodity, and equity markets for both amateur and professional traders.
In 2001, Todd began his career trading the equities market in San Diego, California, and then with Connors Capital, a hedge fund based in Los Angeles.
Most recently, Todd served as a Managing Partner for two and a half years at a trading and research company specializing in the foreign exchange markets. Prior to that, he served as the Senior Technical Strategist at FOREX.com for six years while simultaneously trading at GAIN Capital Asset Management, its parent company. The fund managed over $25 million and traded primarily in the G-10 currency markets.
While attending school at St Lawrence University in upstate New York, Todd competed on their Division I alpine ski team with several future Olympians. Realizing that he preferred his working in a warm trading office rather than freezing on a mountain, Todd transferred to the University at Albany, where graduated with a Bachelor of Arts in Economics. He currently lives in New Jersey with wife Tricia and their two twin baby boys, and enjoys the golf course during the slower trading days of summer.
Valued as one of the most respected Elliott Wave practitioners in the industry, Todd’s international following comes from his ability to translate Wave Theory into clear and concise trading strategies. His highly enthusiastic, easy-to-understand presentation style and TV presence has sent him around the world to the Middle East, Europe, Asia, and Australia, and he has appeared frequently on CNBC, Bloomberg, Sky News, BNN, and Fox news . His research clients value his clear and concise analysis and discipline as he consistently applies his analysis to his personal accounts.
Todd lives by the mantra Plan Your Trade, Trade Your Plan.
David Gorton is licensed as a Certified Public Accountant (CPA) and has successfully completed the Certified Managerial Accountant (CMA) examination. Mr. Gorton holds a bachelor’s degree both in Professional Accounting, as well as, Finance. He has volunteered on numerous finance and budget committees and currently works for the City of Seattle.
Aarpee Graph is an investment writer with extensive expertise in analyzing equity and fixed income asset classes. His specialization is in structured finance and interest rate products, widely used in the asset management industry.
Aarpee is also a CFA Level 3 candidate and an alumni of the London School of Economics (LSE) and has worked full-time for nearly eight years at a Chicago-based value investment fund that focused on international equities. Mr. Graph's passion is international economics, global economic history, value investing and welfare economics.
Rowan Gregory is a seasoned finance and legal writer and editor with 20 years of experience. She has worked on business and tax publications for Lexis Nexis, Aspen Systems and the University of Virginia. Her personal finance and small business advice has been published in the SF Chronicle.
Ms. Gregory has a BS in Business Administration and MBA from Drexel University.
IG Group is an established member of the FTSE 250 with a market capitalisation of £2.9 billion (31 May 2015). We operate worldwide under the IG brand, and in the US as the Nadex derivatives exchange.
Rahul Gupta is a Manager at the Debt Capital Markets Desk under the Global Markets Group (Treasury) at ICICI Bank, India.
He received his P.G.D.M from Indian Institute of Management, Ranchi and secured fifth position in his batch. He has cleared all three levels of the CFA program, one part of the FRM program and has served as the Secretary of the Finance Club at IIM Ranchi, where he was instrumental in organizing inter-college competitions, simulation events and article writing competitions.
In addition to being a finance enthusiast Rahul likes to travel, read books and actively follow tennis.
Penny Gusner, the consumer analyst for CarInsurance.com, has been working in the car insurance business for more than 10 years and answering consumer questions for most of that. She has seen it all, and she researches the routine and the bizarre with equal enthusiasm. Penny is an expert on procedures, rates, policies and claims. With three very active children and a husband with a zeal for quirky cars, Penny is a consumer of insurance as well.
Eric Hananel is a principal at accounting firm UHY Advisors, NY INC. He has more than 35 years of professional experience consulting with business clients and high net worth individuals on profitability enhancement, corporate structuring, succession, estate and financial planning. His wide range of experience enables him to advise and assist individuals and corporations over a wide range of additional tax matters. He can be reached at: firstname.lastname@example.org.
Jaishri Hanuman is a seasoned finance professional, having worked in both buy and sell side advisory roles. After graduating Magna Cum Laude from a top tier finance program, Jaishri Hanuman worked as an investment banking analyst at a top tier investment bank in New York City, focusing on providing financial service advisory to clients in the Technology, Media and Telecom space. Thereafter, Jaishri Hanuman worked as a generalist hedge fund analyst for a multi billion dollar hedge fund in New York City. Additionally, Jaishri Hanuman played a pivotal role in launching a venture capital fund abroad as well as building the initial pipeline for the fund.
Sarita Harbour is a former financial adviser with over a decade of banking experience, and has been writing for American and Canadian audiences for the past three years. Sarita specializes in the personal finance and business sectors.
Her work is featured regularly on Yahoo! Homes, Bob Vila, and Business News Daily, and also appears on sites such as Fox News,Transunion, Equifax Insights for Small Business, and Intuit Small Business Canada.
Sarita graduated from the University of Guelph where she studied Psychology and Computer Science, and she holds the Personal Financial Planning designation from the Institute of Canadian Bankers. Sarita is also a member of the Professional Writers Association of Canada.
Cherith Harrison has been in the financial services industry for more than 30 years. She has worked for such companies as Merrill Lynch, Dreyfus, Calvert Investments and Diversified Investment Advisors, among others. Cherith's financial writing has been published in magazines such as More, Mergers & Acquisitions, Employee Benefit News, and Atlanta Woman. She has also been a featured speaker at numerous financial services industry symposiums and conferences. Cherith holds a B.A. in Economics from Michigan State University.
Ian Harvey has been trading on the stock market since 1986, with a particular emphasis on options trading. With a background in finance and marketing, Ian ran a highly successful investment advice business from 1986 to 1998. In 1998, Ian decided to sell his business and make trading his primary source of income. He and his family wanted to travel and live abroad, and trading on the stock market was the perfect way to work from anywhere in the world. All that is needed is a computer and an Internet connection.
Ian loves the freedom and flexibility that comes from trading. There is no need to be tied to an employer or employees, clients, an office or place of work. One can be anywhere and still work, make money and play! He feels that trading is so energizing, with its ups and downs, thrills and spills - as long as the ups and thrills outweigh the downs and spills!! Ian’s focus is on two areas of trading - stock and options trading. By concentrating on these aspects, he has developed a high level of knowledge and expertise.
Since 1998, he has been an independent financial writer and researcher, and this combination of practical trading and technical knowledge has created great results. Prior to starting his website, Ian was constantly approached by people wanting him to trade for them. He decided that rather than ‘giving them fish,’ he would teach them to fish so that they could create their own profitable source of independent income. This was the basis for the creation of stock-options-made-easy.com (SOME). Ian wanted to share his knowledge, techniques, and straight-forward methods of explaining options trading with a wider number of people.
Through the website, individuals are able to become members and this provides them with all the real-time information they need to follow the proven and profitable strategies employed by SOME to conduct their own options and/or stock trading successfully and simply. Ian’s goal is to continue making money doing what he loves, and helping others to do the same by sharing his wealth of knowledge through his writing and consulting services.
Julia Hawley combines her writing skills with her experience in the field of personal wealth management. After earning a degree in English Literature, she initially worked as a high school English teacher at a prestigious private school. However, she soon transferred into a new professional area, working at a prominent wealth management company in New York City. She now works full-time at writing on investments, business, economics and personal finance.
Kali Hawlk is a financial writer and the marketing manager for XY Planning Network. She's passionate about helping others actively do more with their money, their careers, and their lives.
Deacon Hayes is a Financial Expert who is best known for paying off $52,000 in consumer debt in 18 months. He has helped thousands of people develop a financial game plan so that they can achieve their financial goals in life. He started out as a Financial Planner for an investment advisory firm assisting high net worth individuals. After realizing that his passion was to serve the average person, he quit his job to start his own financial education company called Well Kept Wallet in order to help average people get from where they are to where they want to be with their career, money and lifestyle. He has been featured in the US News & World Report, MSN Money, Yahoo Finance and more.
Financial Analyst at MarketPysch LLC and student at California Polytechnic State University in San Luis Obispo, CA majoring in Aerospace Engineering with a concentration in Astronautics.
Valencia Higuera holds a B.A in English from Old Dominion University and currently lives in Chesapeake, Virginia. As a personal finance junkie, she enjoys reading articles on budgeting, saving money and credit cards. After scoring high on her junior high literacy test, Valencia considered a career as either a writer or an English teacher. Writing won because unlike teenagers, the keyboard doesn't talk back.
Thomas Hill is a full-time published freelance writer. Featured in American and world-wide publications, he is a successful writer and journalist that writes on a multitude of financial, legal, and general topics. He has attended Central Connecticut State University in New Britain, Conn. and has direct legal experience.
Shelly Hod Moyal is the Founding Partner of iAngels, an angel investing platform that allows private investors to invest in high-tech companies in Israel alongside professional angel investors and VCs. Shelly has 10 years experience evaluating investment opportunities in private and public markets for investment firms, private individuals and corporations in the US, UK, Canada, Germany, Australia, Switzerland, Hong Kong and Israel. At UBS, she was part of a team that tailored investment portfolios for over 100 high net worth individuals in the US based on their risk appetites and personal dispositions, providing principal protection and recurring income throughout market volatility. Shelly worked as a research analyst at Avenue Capital’s flagship fund, which manages billions of dollars of investment capital. In this position, she and her team identified and analyzed distressed investment opportunities. At Goldman Sachs Investment Banking Division, Shelly analyzed several high profile M&A, IPO, Private Equity and restructuring transactions in high-tech, telecommunications, Internet, financials, retail and venture. She has an MBA from Kellogg Recanati, Chicago and earned her degree in Economics (Summa cum laude) at Hunter College, New York.
Rupert Hope is a Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team. Prior to joining Lazard in 2014, Rupert was a Managing Director and Co-Head of Global Equity Distribution at Renaissance Capital. Previously, Rupert was at Deutsche Bank where he served as a Managing Director, running various emerging markets equity teams across the global platform. He has been involved in global finance and investing since joining Baring Securities in 1994. He has a BA (Hons) in history from the University of Durham and holds a global executive MBA from TRIUM (NYU/LSE/HEC).
Louis Horkan is a veteran trader, analyst and business strategist with more than 27 years of experience trading in and writing about business and the global financial markets. His background includes work as a professional trader, and thereafter as a corporate copywriter (B2B focus), group editorial director, editor-in-chief, senior financial writer, newsletter editor, strategist and start-up adviser. He was also the former Expert/Guide for the About.com Day Trading website.
Past achievements include creating two national trade magazines for approximately 40,000 independent financial advisors throughout the U.S. (editor-in-chief: Variable Product Specialist and Boomer Market Advisor magazines) and helping create a large group of trading Web sites (including a Forbes “Best of the Web” award winning Web site) and associated newsletters.
His articles and commentary have been featured online, in newspapers and in magazines, and he's appeared on radio and TV as a strategy/trading expert.
Melissa Horton is a financial literacy professional who is passionate about educating individuals, families and entrepreneurs about the power of smart money management and the importance of financial literacy. She has used her undergraduate degree in finance and her master's in marketing to establish and co-own a comprehensive financial planning firm in Washington, D.C. During her decade in the financial services and planning industry, Melissa has taught thousands of clients how to create and sustain financial health through better understanding what their money has the potential to do for them. In addition to working with clients, Melissa contributes content for a number of online and print resources focused on financial education. Follow her on Twitter and check out her posts on P2Binvestor and iGrad.
A Sydney-reared, NYC-based communications all-rounder, Julia frequently collaborates with design agencies, brands, start-ups and publishers in both hemispheres on all aspects of copywriting and editing. Backed by a Master of Arts (Professional Communication) and over ten years of wordsmithing, Julia caters to a spectrum of verticals, from beauty and fashion, to property and tech. With a background in real estate marketing, investment and renovation, Julia is well versed in identifying (and seizing) investment potential, and has mastered the property finance maze in the process. She’s spent her adult life honing sharp personal finance instincts, balancing day-to-day life enjoyment with the big financial picture, in two of the “Top 10 Most Expensive Cities on Earth.”
Tim Mullaney was a national economics correspondent at USA Today and E-Business Editor of BusinessWeek. His work has been honored by the New York Press Club, the Deadline Club of New York and others. He writes about the economy, technology and health care.
Michael Grossman has been a business, marketing, and technical writer for more than 20 years. He has been contracted by companies from a wide commercial spectrum to write and edit business plans, marketing collaterals, articles for internal and external company publications, and web content on products, services, and technologies.
During the 1990s, he operated his own writing services business as a contract writer. Since 2000, he has been a full-time marketing writer and technical editor of marketing communications, proposals, award submissions, and technical reports to clients for prominent firms in the architecture-engineering-construction industry. He continues to take on writing assignments as a freelancer.
Michael has written business plans for companies and entrepreneurs seeking start-up or expansion capital for telemetry services, metal fabrication, fast food restaurants, retail and specialty service enterprises. He has written press releases, speeches for executives to trade organizations and honorary events, and facilitated writing articles on various topics by company professionals for print and online trade publications.
He graduated from the University of Massachusetts at Amherst with a Bachelor of Arts degree in History, minor in English, and completed the Technical Writer’s program at California State University at Dominguez Hills.
Michelle L. Jacko, Esq. is the Managing Partner and CEO of Jacko Law Group, PC, a securities law firm which offers securities and corporate legal services to broker-dealers, investment advisers, hedge/private funds and financial professionals. In addition, Ms. Jacko is the Founder and CEO of Core Compliance & Legal Services, Inc., a compliance consultation firm.
Ms. Jacko specializes in investment advisory and broker-dealer firm formation, hedge and private fund development, mergers and acquisitions, transition risks and investment counsel on regulatory compliance and securities law. Her practice is focused on the areas of corporate and compliance risk management, contracts, policies and procedures, testing of compliance programs (including evaluation of internal controls and supervision), performance advertising, soft dollar arrangements, best execution, separation agreements and much more.
Previously, Ms. Jacko served as Of Counsel at Shustak & Partners, PC. Prior to that, she was Vice President of Compliance and Branch Manager of the Home Office Supervision team at LPL Financial Services, Corporation (Linsco/Private Ledger). Ms. Jacko also served as Legal Counsel of Investments and Chief Compliance Officer at First American Trust, FSB and held the position of Compliance Manager at Nicholas-Applegate Capital Management. In addition, Ms. Jacko was with PIM Financial Services, Inc., and Speiser, Krause, Madole & Mendelsohn, Jackson.
Ms. Jacko regularly presents at conferences throughout the nation, and is a frequent contributor to various industry journals. In 2013, Ms. Jacko was appointed to the Editorial Advisory Board for the Wolters Kluwer publication Practical Compliance and Risk Management for the Securities Industry. She is Speaker's Bureau Chair and Co-Founder of the Southern California Compliance Group and is involved in the American Bar Association (Business Law Section), State Bar of California (Corporations Committee, where she serves Chair of Education/Publications) and San Diego County Bar Association. She also is a FINRA Arbitrator. Ms. Jacko was named as a Top 20 Rising Star for "Who's Who" in Upcoming Compliance Professionals by Compliance Reporter magazine in 2006. In 2014, Ms. Jacko was named as a finalist for San Diego Magazine's 2014 Woman of the Year Award. She was also recognized as a finalist for San Diego Business Journal's 2014 Women Who Mean Business Awards.
Ms. Jacko received her J.D. from St. Mary’s University School of Law and B.A., International Relations, from the University of San Diego. She is admitted to the State Bar of California and United States District Court, Southern District of California. Michelle is a past two-term board member for the National Society of Compliance Professionals (NSCP), holds NSCP’s Certified Securities Compliance Professional (CSCP) designation, and is an active member and presenter.
Hillary Jackson has worked as a professional journalist for more the 20 years, covering general interest topics and financial markets around the world. As a financial journalist, Hillary has worked for Euromoney Institutional Investor in New York and London and for Dow Jones Newswires in London. She also has experience in Southeast Asia, having held the Cambodia bureau chief position for Reuters in Phnom Penh in the early 2000s. She has had bylines in Institutional Investor, Traders Magazine, Alpha, The Wall Street Journal Europe, and Bethesda Magazine, as well as several newspapers and trade publications. Most recently, Hillary has developed an expertise in the U.S. mutual fund industry as the editor for four years of trade magazine Fund Directions and before that as a reporter for sister magazine Fund Action. Hillary holds a bachelor’s degree in journalism from the University of Connecticut and lives in the Washington, D.C., metro area with her husband, a wildlife conservationist, and two children. She can be followed on Twitter at @hilljax and reached via email on email@example.com.
Chris Jagers is the CEO of Learning Machine and enterprise software company serving verticals in higher education, non-profits, and mission driven organizations. Chris is also collaborating with the MIT Media Lab on creating an open platform for issuing digital certificates using the Bitcoin Blockchain.
Pratik is a finance professional from India with strong inclination towards events in the financial markets. He has graduated with MBA with majors in Capital Markets and has cleared Level I of CFA course curriculum. His other areas of interest include personal finance, behavioral economics as well as the football.
Mohamed Jalloh, MS is a financial analyst focused in the analysis, pricing and valuation of equity, fixed income and derivative securities. Mohamed earned, with honors, his Bachelor’s and Master’s Degrees in Business Finance from New Jersey Institute of Technology in 2011 and 2012, respectively, and is actively pursuing a CFA charter (preparing for the CFA level II exam). His experience is related to working as an analyst of SaaS software for hedging exposures in financial assets, cash flows, commodities and currencies with derivative contracts at a technology firm.
Specialized in investment analysis, he can address a wide array of topics in the financial and economic world, including - but not limited to - equities, derivatives, fixed income (Structured Products) debts and alternative asset classes, financial statement analysis, credit analysis, monetary and fiscal policies, capital markets, and market analysis.
With an ever-evolving breadth and depth of knowledge in finance and economics, he is eager to share with readers his knowledge in this vast, complex and intellectually stimulating field of finance.
Rustam is a PhD student in economics at London Business School. Prior to doctorate studies, he has worked in investment management (State Oil Fund of Azerbaijan) and central banking (Central Bank of Azerbaijan). Rustam is a co-editor of the book “Neo-Transitional Economics” and is an author of multiple academic papers, book chapters, policy reports, and newspaper and journal articles. He has consulted multiple international organizations such as the World Bank, United Nations, and Economic Cooperation Organization. He holds an MSc degree in economics from the London School of Economics and Political Sciences, a bachelor in economics from Bocconi University, and a bachelor in business administration from Central European University Business School.
Daniel Jark has gained professional experience as a Wealth Management Advisor and Portfolio Manager at Genève Invest (Europe) S.A. in Luxembourg as well as inside the firm's headquarter based in Geneva, Switzerland (Genève Invest S.à.r.l.). Moreover, he is Co-founder & CEO of his own venture and always showed a highly distinct interest with respect to content management, economic and financial research as well as active writing.
Among other detailed tasks, his main responsibilities are in the field of client relationship & portfolio management, fund management contribution, information processing and risk analysis of advanced financial data as well as supervising junior professionals and interns. He possesses among other things advanced Bloomberg and S&P Capital IQ skills which include intensive training courses at Bloomberg Geneva and work experience as well as essential training programs in Commodities, Equities, Fixed Income and FX essentials.
Throughout his young career and extracurricular activities he has demonstrated outstanding communication and interpersonal skills interacting with managers, peers, and customers as well as obtained education in compliance & the Swiss money laundering act. Besides his proactive and team-player attitude, he provides highly effective presentations, demonstrates strong technical & problem solving skills and thrives in fast paced, deadline driven environments. Both his English and German are on native speaker level and full professional proficiency is guaranteed.
Daniel graduated with two Bachelors (Dual-Bachelor programme) in International Business from Cambridge and Berlin and holds a Master’s degree in Finance & Management from St Andrews University with distinction. As a highly inquisitive person, he always strived for learning and understanding by looking at problems from different angles, scrutinizing every detail. Studying the Dual-Bachelor programme in International Business helped him to grasp the forces and motives behind different actors’ and organizations’ actions on an intuitive and qualitative level, while the Masters strengthened his competencies for quantitative analysis. Recently, Daniel has successfully finished an Internet Journalism course (Diploma) at the London School of Journalism. He has always showed in-depth interest in global financial markets, investment strategies as well as financial theories and at the present day is an acknowledged investment specialist. His specific expertise is within the field of Portfolio Management, Fixed Income & ETFs.
Matthew Jarrell is a Retirement Wealth Manager in Portage, MI where he owns a firm that services high net worth individuals and custom work plans. He was raised in rural SE Michigan and still believes in small town family values. Matthew believes that creating unique relationships with his clientele allows for a teamwork approach to the investor’s long term goals. His passion for life is only exceeded by the desire to get to know everyone he meets. Matthew spends his leisure time taking care of the physical self, golfing, Brazilian Jiu-Jitsu, children’s ministry, and guitar. He is a graduate of Western Michigan University and is currently pursuing a Master’s degree from the Institute of Business and Finance.
Vikram Jhawar is a young and enthusiastic finance professional with a deep passion for research and teaching. He has qualified all levels of the CFA Program and is eligible to receive his Charter on completion of requisite work experience. As a child, he wrote poems for local newspapers and now aspires to engage his writing interests further.
Vikram graduated from BITS Pilani, India where he majored in Biological Sciences and hopes to integrate his knowledge of biology, especially ecology, with finance. His friends and mentors have described him as creative, bright, driven, likeable and a friend forever. When not working or chasing financial markets, he is out capturing nature through photography and chasing its many creatures, entertaining friends with his uncanny observations and exploring the spiritual mysteries of life and beyond.
Adam Johnson is Founder and Author of Bullseye Brief, an investment newsletter which presents thematic and actionable ideas several times each month. His podcast reaches 27,000 investors. He regularly hosts events for several Fortune 500 companies, including J.P. Morgan Chase, NASDAQ and Time Inc.
Prior to launching Bullseye, Mr. Johnson anchored several business programs at Bloomberg Television over six years, interviewing CEOs, heads of state, and prominent investors. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz, trading listed equities and equity options. He also traded jet fuel and heating oil for Louis Dreyfus Energy. Adam began his career at Merrill Lynch as a financial analyst, following his graduation from Princeton University with a degree in economics.
Holly Johnson is a wife, mother of two and frugal lifestyle enthusiast. She writes her own blog, Club Thrifty, and she is a staff contributor to GetRichSlowly.org. She describes herself as” obsessed with getting the most out of her money, her work and her life.”
Caralee Adams is a freelance writer based in Bethesda, Maryland. She has been a journalist for more than 25 years. She covers personal finance, education, parenting, health and other topics. Adams has a bachelor’s degree in journalism from Iowa State University and a master’s in political science from the University of New Orleans.
Kevin Johnston has written about stocks, finance and investing for Zack’s Investment Research, Standard and Poor’s, Ameriprise Financial, Nation’s Business, Business Age, The Houston Chronicle and The San Francisco Chronicle.
His expertise includes deep knowledge of how news affects stocks and trends in prices. He brings a well-rounded financial background to bear on understanding specific stocks and how crowd behavior is affected by news on those stocks.
After completing a bachelor’s degree in Interdisciplinary Studies at St. Stephen’s University in the Canadian maritime province of New Brunswick, Matt went on to earn his MA in economics at the New School for Social Research in New York City. His research interests revolve around topics in economic history and political economy, especially the political economy of money and banking. Currently, he resides in Montreal, Quebec, where he tries to stay warm in the local pubs, drinking good beer and practicing his French.
Art director and graphic designer Joy Makon has created editorial content for publishers including Hearst, Scholastic, Inc., Scientific American, Time Inc, Gruner+Jahr USA, The New York Times, Consumer Reports and Fairchild. As a mentor and teacher, Joy has been an instructor in magazine design and digital art at Parsons School of Design and New York University. She currently consults on print and online graphic design for start-ups, book publishers and not-for-profits, while spinning off a new career path as a fine-art watercolorist.
R. Julius Mandelbaum writes about business and finance. He's based in New York.
Amelie Jung earned a Masters from the New School for Social Research in Liberal Studies in 2012. Her interdisciplinary studies and living in New York woke her interest in economics and she started taking economics classes as part of her degree. Her thesis focused on business history - particularly on women in the financial sector in the 1960s and 1990s. After graduation she worked for a start-up company in market research and strategic consulting in New York and worked with various Fortune 500 clients. In order to pursue her continued interest in economics and increase her understanding of financial markets she took online classes at Yale and Wharton in her free time. She recently moved back to Europe to pursue a career in management consulting.
Nikki Jurado is a licensed financial advisor, entrepreneur, forex trader, and writer. She has contributed for TheNewSavvy.com and Holdfolio.com. She authored Money, Love, and Rock n’ Roll, which aims to promote financial literacy and education among millennials.
Brooke Kaelin is a freelance editor and writer with ten years of experience. Her areas of expertise include: credit, deal-hunting, affiliate marketing, parenting and psychology. Kaelin is the author of one ghost-written book and over two thousand online articles. Her work has been featured in US News and on the front page of Yahoo. Brooke lives in Louisville Kentucky with her husband and kids.
For the past seven years, Chris Katje has written finance related articles that can be found across the internet. Chris Katje's work is featured on Seeking Alpha, Motley Fool, and The Street. He has also been featured in Variety magazine and been interviewed for leading newspapers in Canada and Ireland. A stock trader himself, Mr. Katje uses his knowledge of the stock markets to help others make wise investment decisions and also see upcoming catalysts that others may not be aware of. Connect with him on Twitter and LinkedIn
Joshua Kennedy is a Boston-based investor and writer. He began his career in financial journalism prior to transitioning to professional investment management focused on global equities. His writing and quoted opinions have appeared in The Wall Street Journal, Barrons.com, Forbes.com and Institutional Investor.com in addition to other publications. He maintains the blog EconomicMetaphor.com. Connect with him on Twitter @econ_metaphor.
Elyssa Kirkham is a member of the GOBankingRates editorial team. As a journalist her work has been featured in media ranging from international magazines to local news sites.
Rami Kiwan holds a Master’s degree in Economics from the Université de Montréal in Canada, where he graduated with distinction. His short experience in academic research and teaching has helped him develop statistical analysis skills and expand his knowledge of academic literature and economic theory. He also has four years of experience as an economist in the public and private sectors where he analyzed several proposals on economic policy, budget measures, fiscal policy, taxation, labor market, immigration, public utilities, natural resources, credit rating methodologies, and business conditions. Besides economics, his interests include history, geopolitics, photography, wine, whiskey, bartending, and (lots of) jokes. Learn more about him on LinkedIn and follow him on Twitter.
Kim Klaiman is a full time options trader and has been trading stocks and options for more than 10 years. Kim is a founder of educational blog and forum http://steadyoptions.com/. He likes to trade a variety of non-directional trades with low correlation to limit the total portfolio risk. Kim holds a BSc degree in Computer Science. He lives in Toronto, Canada.
Mark Kolakowski has had a long multidisciplinary career. His higher education includes an A.B. magna cum laude in economics from Harvard and an M.B.A. in finance from the Wharton School of the University of Pennsylvania.
At AT&T, he developed a comprehensive system of econometric models to forecast the impact of the 1984 Bell System breakup on telecom equipment sales. He later worked in project analysis.
At Touche Ross, which later merged with Deloitte, he was a management consultant with engagements in mutual fund accounting, systems design and implementation, bank operations, retailing, forensic accounting and merger analysis.
During a 14-year career at Merrill Lynch, Mark had a number of roles and responsibilities in the financial organization. These included: the estimation and implementation of new transfer pricing methodologies to enhance management reporting, profitability analysis (at product, client segment and individual client levels), business forecasting, product pricing, IT liaison and the design of sales force compensation schemes. As controller and chief of staff for the high net worth client marketing department, he also led efforts in market research and data mining.
Since 2001, Mark has been self-employed as a consultant, first to JPMorgan Chase and since then to an Internet entrepreneur. His book Career Confidential: An Insider’s Guide to Business uses case studies from his own experiences as lessons in career management, corporate culture and organizational politics. He has edited books in both fiction and nonfiction genres, as well as academic papers in economics. From 2008 to 2016 he was the Financial Careers Expert for About.com.
Susan Konig is a freelance journalist based in New York. She covers general news, business, politics and personal finance for a variety of national publications, including The New York Times and Crain's New York Business. She has a bachelor's degree in Journalism from Adelphi University (Garden City, NY) and studied broadcasting at The New School in Manhattan. Find Susan on LinkedIn.
Petar Kotevski is a forex trader and writer with 9 years of experience in financial markets. He has been following bitcoin since 2010. Last year, Petar started getting more involved by writing articles for Forex News, on bitcoin and other alternative currencies.
Leslie Kramer has worked as a journalist for over ten years covering a wide range of topics, mostly focused on corporate finance and investment and personal finance. She has also produced and hosted video interviews and pod-casts, developed conferences featuring executive speakers and written for public relations firms and non-profit organizations. Her portfolio of work includes magazine articles, news stories, Web pieces, marketing material, press releases, and White Papers.
Michael Kramer is the Founder of Mott Capital Management and runs MCM's actively managed long-only Thematic Growth Portfolio. Additionally, he the premium author of Reading The Market an exclusive offering on Seeking Alpha's marketplace.
Michael's professional skills, first honed in high-risk trading environments, have now matured into a comprehensive, in-depth financial analysis of public companies, with a particular focus on finding new generational themes and trends in society. Additionally, he has dedicated a significant amount of his research to global macro economics and Central Bank policies impact on financial markets.
Tahnya Kristina is a Certified Financial Planner turned content marketing expert. She helps financial advisors grow their business online through blogs, website content and social media. With over 15 years of experience in the investment and financial services industries she can get your brand message across and your products sold. Follow her on Twitter @TahnyaKristina for content tips and digital marketing best practices.
Jeff Krohnfeldt spent 22 years in the financial industry working as an account manager, option principal and in private equity. For the last 10 years, he has applied that experience to providing first-hand information to readers on a variety of topics including technical trading, derivatives, option strategies, fundamental analysis and market events. Krohnfeldt uses his background in finance to extract the essential elements from complex topics and present them in a format that provides actionable insights. In addition to covering financial topics, he provides financial and marketing consulting services to small business owners in and around his hometown - Laguna Beach, Ca.
Pam Krueger is the founder of "WealthRamp," co-host of "MoneyTrack" on PBS and national spokesperson for The Institute for the Fiduciary Standard.
In 2015, Pam launched Wealthramp, an online solution to help consumers find qualified financial advisors who adhere to the highest fiduciary standard, and who are not commission-driven. Wealthramp uses an eHarmony style algorithm to match individual investors to the best-fit advisors, and is available to consumers at no cost.
Pam also created the award-winning MoneyTrack investor education television series seen nationally on over 250 PBS stations. She is the recipient of a 2010 and 2009 Gracie Award, educating the public about personal investing, and finding the right financial advice. Watch for Pam’s newest one-hour special, MoneyTrack: Money for Life on PBS stations starting in late 2016.
Pam serves on the board of directors of the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens, and she received the Financial Educator of the Year Award in 2010 from the Financial Literacy Institute.
Justin Kuepper has many years of experience in the market as an active trader and a personal retirement accounts manager. He spent a few years independently building and managing financial portals before obtaining his current position with Accelerized New Media, owner of SECFilings.com, ExecutiveDisclosure.com and other popular financial portals. Kuepper continues to write on a freelance basis, covering both finance and technology topics.
Zina Kumok writes about paying off $28,000 worth of student loans in three years. She has been featured in DailyWorth, LifeHacker and Time. Her blog, Debt Free After Three, inspires educates people on how to save, budget and pay off their loans. A former sports writer, she has written for the Associated Press and has covered the New York Yankees, NBA Draft and Final Four. She also teaches workshops on budgeting, how to save money and how other people can pay off their loans. In her free time, she loves to play with her dog Lyra, read Nora Ephron and plan her latest European adventure.
Daniel Kurt is a Washington, D.C.-based freelance writer whose work has appeared in a variety of well known media outlets. His professional interests include educating everyday investors, covering interesting business trends and interviewing some of North America's most dynamic executives. He has a Bachelor's degree in Business Administration and a Master's degree in Communication.
Alison Deutsch is a New York-based nonprofit consultant, freelance writer and finance enthusiast. In the past five years, she has independently raised in excess of $1.5M for an amalgam of small and mid-sized New York City organizations and brings development expertise in project-based and capital campaigns, donor relations, and corporate responsibility. With years of experience fundraising and marketing in the nonprofit sector, she is now transitioning into the arena of public policy and international politics. She received her Bachelor’s Degree from New York University and will pursue her postgraduate studies in 2015 as she begins working towards her Master’s Degree in International Relations.
Alison is especially interested in finance research, entrepreneurship, and forex. To which she ascribes her background in nonprofit and advocacy for accessibility, Alison emphasizes the importance of transparency and exercises it in her writing. As such, she is pleased to join Investopedia and its contributors.
Jane L. Levere is a New York-based freelance journalist who writes for top newspapers, magazines and Web sites worldwide, covering travel, aviation, advertising, the media, commercial real estate and the arts.
I am working as Research Analyst with Ematrix Knowledge Processing Ltd for more than 5 years. I am a MS Finance and CFA charter holder from ICFAI University.
My role involved preparation of equity research reports primarily on US listed stocks. It included building of P&L, Balance sheet and Cash flow statement for the next 3-5 years based on historical trend as well taking future plans and projects into consideration, Ratio Analysis, Company profile and significant events that shaped the company, Mergers & Acquisitions, Covering Significant developments that took place in the company YTD, Product/services coverage in details, Industry analysis and forecasts and SWOT analysis.
Presently we are working on a new project concerning governance and sustainability quotient for the S&P 500 companies. It mainly involves calculation of scores based on the risk factors and risk mitigating factors encompassing a company's governance which will enable the investors to manage and plan their portfolio accordingly. The risk factors have been broadly categorized into Audit, Reporting & Dispute, Shareholders Right, Board, Management, and Environment & Social.
Rebecca Lake is a freelance writer living along the North Carolina coast. Her articles on student loans, investing and credit have appeared on sites like The Huffington Post, Daily Finance and Business Insider. In addition to writing about personal finance, she's also a homeschooling mom of two energetic children. For the latest updates on all things finance and freelance, follow her on Twitter @SeeMomWrite.
Jackie Lam is a self-described money nerd who writes about personal finance for millennials and freelancers. Her blog, Cheapsters, is dedicated to helping freelancers manage their time and money in the gig economy. She has been featured in Forbes, Kiplinger, and Yahoo! Finance. Her writing has appeared in The Bold Italic, Cat Fancy's CatChannel.com, and The Freelancers Union. Besides writing about money, her other loves include volunteering, writing short stories, and roller derby.
Lee Langton is a proprietary trader and hedge fund manager who has successfully traded global derivatives markets for more than 16 years. He has a Bachelors degree in Economics and a Masters in Business Administration, and previously worked as a proprietary trader at a leading Wall Street bank.
Ciara Larkin is a New York-based writer, focusing on topics related to personal finance and lifestyle. She resides on Long Island and holds a Bachelor's Degree in English from Long Island University- C.W. Post. Her published work can be found on both MainStreet.com and Patch.com. She also carries a professional background as a copy editor and legal assistant. Connect with her on Twitter and LinkedIn.
Christina Lavingia is a politics and finance reporter, as well as editor for GOBankingRates. Christina previously interned on the production team of NBC's Meet the Press and held editorial internships with Santa Barbara Magazine,The Santa Barbara Independent, and The Valley Sentinel. She was the online editor for Daily Nexus, ranked in the top 10 collegiate newspapers in the nation by Princeton Review.
Jacko Law Group, PC is a full service corporate and securities law firm with experienced and accomplished attorneys who provide counsel related to regulatory examinations, general corporate counsel matters, mergers and acquisitions and regulatory compliance matters. This article is for information purposes and does not contain or convey legal or tax advice. The information herein should not be relied upon in regard to any particular facts or circumstances without first consulting with a lawyer and/or tax professional.
Mara Lesemann spent more than 30 years in the finance industry, specializing in foreign exchange and interest rate hedging advice for corporate customers. She has extensive experience in NYC trading rooms.
Her 2nd career is as a screenwriter and producer; her first feature film, "Surviving Family," is available on iTunes and Amazon Prime. Her 2nd feature, "Detours," will hit the film festival circuit in 2016. She is currently working on a new screenplay entitled "American Casino," which is set against the backdrop of the 2008 financial market meltdown. Connect with her on Twitter, LinkedIn, and Google+, and follow her blog.
Aaron Levitt is a SABEW investment journalist and analyst living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web.
As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios.
Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book on midstream industry as well as studying for the CFA Level 1 exam.
Follow his picks and pans on Twitter at @AaronLevitt
Daniel Liberto is a freelance journalist based in Italy. Prior to going freelance he lived for several years in London, writing about equity markets and personal finance for various publications across the Financial Times. He has a masters degree in journalism, an impressive stockpicking resume and is very passionate about all things investment-related.
Larry Light is an award-winning financial journalist who writes about economics and the markets for CBS Moneywatch. Most recently, he was editor-in-chief of AdviceIQ.com, an investment and personal finance website. He previously was the corporate finance reporter at Business Week (where he was part of a team that won the National Magazine Award), the senior editor for money and investing at Forbes and deputy personal finance editor at The Wall Street Journal, where he created the Weekend Investor section. Larry is currently the blogger on advisors for Forbes.com, and a contributor to the Journal, Yahoo Finance and Barron′s. In addition, Larry is an author of numerous books, most recently Taming the Beast, an investment guide published by John Wiley & Sons.
Jo Ling Kent joined Fox Business Network (FBN) as a reporter in May 2013 and covers the global technology sector. Since joining the network, she has led reporting on the Alibaba IPO and interviewed technology heavyweights like Box CEO Aaron Levie and T-Mobile CEO John Legere.
Prior to joining FBN, Kent served as an on-air reporter for NBC's owned and operated station WVIT-TV in Hartford, CT. In this role she covered local businesses as a general assignment and investigative reporter. She was a member of the reporting team awarded a Peabody Award for coverage of the Newtown school shooting. Kent also covered the 2012 presidential campaign as an embedded reporter with NBC news. Before joining NBC, Kent covered the Chinese economy, human rights, Taiwan trade and environmental issues as an associate producer in CNN's Beijing where she covered the Beijing Olympics, 2008 Taiwan elections, unrest in Tibet and the 2008 Sichuan earthquake.
A graduate of the London School of Economics and Peking University, Kent holds two Master's degrees in international affairs, in addition to a Bachelor's of Arts degree from Rice University. She is a U.S. Fulbright Fellow to China, specializing in the effects of legal aid for underpriveleged women in the criminal justice system under China's preeminent women's activist lawyers. She originally hails from Minneosta and is fluent in Mandarin. She sits on the board of Minnesota YMCA Youth in Government.
John enjoys financial theory, fundamental analysis, and international investing. He likes searching for undervalued assets and identifying opportunities in international markets. John has diverse finance and investment experience and has previously worked in international investing and commercial banking. He holds an MBA from Johns Hopkins University and obtained a bachelor's degree in finance and economics from the University of Colorado, Boulder.
Will Lipovsky began investing in the stock market at age 10. He quickly saw the value in building wealth early in life. He grew up on a farm in Nebraska. He began working off the farm at age 14. After high school, he majored in business, communications and political science. Upon graduating with his bachelor's degree, Will began working for a financial technology company as an analyst. After two years, he decided to become self-employed. Will is now a personal finance freelance writer and webmaster. Besides helping people with their money via the internet, Will enjoys working on cars, cycling, reading and traveling. His personal finance blog is FirstQuarterFinance.com.
Student Loan Hero is an educational website on a mission to help individuals take control over their financial lives. With its student loan tools, calculators, and personal finance resources, the company is helping 100,000+ borrowers manage and eliminate over $2 billion in student loan debt. Student Loan Hero is on a mission to help 44 million Americans manage their student loans smarter.
Allison Lounes is a consultant who assists students and expats deal with the administrative and bureaucratic hassles of living in France. She has been helping students move to France and study abroad independently for less since 2010. Her company, Paris Unraveled, founded in 2013, provides a range of services to support people moving to and arriving in France.
After studying abroad in France in 2007-2008 with Columbia University, she moved to France permanently in 2009 after graduating with a B.A. in French and Romance Philology from Columbia University and an M.A. in French from Middlebury College. She has twice participated in the Teaching Assistant Program in France (TAPIF), and has completed one and a half Master 2 degrees in French universities.
Allison writes extensively about living in France as a student and an expat on her website, parisunraveled.com, where she explains French administration and laws from an outsider’s perspective. She currently lives in the greater Paris area with her French husband and her bilingual, bicultural baby boy.
Carol Kopp is a veteran producer, developer, writer and editor for Internet news sites. She has been an online news professional since 1982, when she joined a team that created one of the world’s first electronic news prototypes for CBS News and AT&T. She was senior news manager of the pioneering Prodigy online news service in the 1990s. More recently, she has been a senior news producer for CBSNews.com, created personal finance features for CNBC, and developed a travel database for a national business consortium. She has contributed articles on a wide variety of subjects, from travel to technology and entertainment. She has written personal finance and business news features for AOL, CNBC and Minyanville.com, among others.
Anne M. Russell is a writer and editor living in Los Angeles. She is the former editor in chief of VIVmag, previously having served as editor in chief of Shape. Prior to that, she was the editorial director of Fox Television’s Health Network, where she oversaw the Network’s website as well as on-air content.
Anne joined Fox after serving as interim editor in chief of Vegetarian Times. Before that, she ran her own custom-publishing company, Extra Special Media, whose clients included Family Circle and Woman’s Day. She has also been the editor in chief of Living Fit, a sister publication of Shape, and was the technology editor at Working Woman.
Early in her career, she was the founding editor of two trade magazines: Photo District News and, later, Digital Creativity. She also has been the editorial director for a trade-publishing group serving the magazine industry, as well as a book editor for technical photo books. She is a magna cum laude graduate of Yale University.
Regan’s love of new experiences has unintentionally led him to become a generalist, able to draw on various bodies of knowledge to solve specific problems. Though raised in small town Calgary, he has been lucky enough to live in London, Vancouver and Shanghai. Regan has also spent time gaining wisdom while on extended backpacking adventures.
His more formal education has been with the Sauder School of Business (Accounting), and the London School of Economics. Regan loves to learn, reading everything from financial literature (The Intelligent Investor, Black Swan and What I Learned Losing a Million Dollars) to science fiction (The Diamond Age, Rendezvous with Rama and The Gunslinger).
Being raised by self-employed parents, Regan has inherited the entrepreneurial spirit as well, starting a clothing company while at university. He has first-hand experience of everything from bootstrap financing from a dorm room, to the accounting department of a large company. Regan has had further work experience in a wide range of fields, such as financial analysis, teaching and sales. In his spare time, Regan likes to practice the impossible language of Mandarin Chinese, compete in powerlifting, and attend theatre.
Julie Mahanay is a Registered Client Investment Assistant, working to support several Financial Advisors at an independent broker-dealer and Registered Investment Advisory firm. Julie and her team work with average individual investors, institutional clients and small businesses to build solid financial plans and investment strategies tailored to each client's needs and goals. She has held FINRA Series 7 and 66 securities licenses since 2007 and has previously held a Life, Accident & Health Insurance producer license. Julie obtained a Bachelor of Science in Finance in 2011 while maintaining her full-time career. In her early career, she worked at a regional retail bank in both account management and consumer lending capacities.
With a background in journalism, Julie enjoys writing about complex finance and investment subjects and bringing such knowledge to average readers.
Mitra Malek is a journalist who worked in the investment industry. She's covered business, government and human-interest issues as a staff writer for the Sarasota Herald-Tribune, Tampa Bay Business Journal, Palm Beach Post and Chattanooga Times Free-Press. These days, she writes for multiple outlets including The Washington Post. She's also been a yoga teacher since 2006 and was a senior editor of Yoga Journal magazine. In a past life, she was an assistant bank manager and acrobat for Club Med at its resorts overseas. An avid rock climber, she lives in Chattanooga, Tenn., for its fantastic outdoor scene. Follow her on Twitter @mitramalek.
Chartered Financial Analyst (CFA) Charterholder, Master of Science in Banking and Financial Services, Honors in Finance and Banking, PhD candidate
I am an ambitious finance professional with a strong track record of delivering top performance, profoundly talented and resourceful Treasury Investments Manager with 7 years proven track record in conducting studies to improve the treasury operational effectiveness. I have been involved in extracting data from various accounting and Information systems then performing complex statistical, cost and financial analysis of financial reports and data and preparing subsequent narrative analysis of a public listed bank (ZB Bank). I am currently a senior lecturer at the University of South Africa in the department of Finance, Risk Management and Banking and have been in this position in the past five years. I am an external examiner for University of Pretoria, University of Johannesburg for their masters and honors programmes. I have published 3 academic journal articles focusing on: Bank performance and liquidity, Derivatives and capital markets development, and Performance of SRI and ETFs.
Miranda is a freelance journalist focused on money and investing. She has been writing in this space for almost a decade. Miranda's work has appeared in numerous media outlets related to money, investing and business, including AllBusiness.com, FOX Business, Yahoo! Finance, NPR, Forbes, and U.S. News & World Report. She is also a contributor to a number of well-respected financial blogs, including Wise Bread. When she's not writing, Miranda enjoys spending time with her son, reading, travel and the outdoors.
Allison Martin is a digital content strategist and personal finance junkie. She also travels around the nation facilitating financial literacy workshops for nonprofits, governmental organizations, colleges and universities. When she's not writing away or speaking at an event, Allison enjoys spending time with her family and traveling.
Elle Martinez helps families at Couple Money achieve financial freedom by sharing tips for reducing debt, increase income and building net worth. Learn how to live on one income and have fun with the second.
Lee Masterson is a full-time finance writer from South Australia. Lee began her banking and investment career in 1993 working as a credit assessor for one of the largest banking institutions in the Southern Hemisphere. From there, Lee extended her qualifications and accreditations to become a mortgage broker, specializing in investment finance and business/commercial lending.
Learning that she had a passion for helping people understand the intricacies of investing, Lee completed a degree in Economics and began work as an investment banker, first in the margin lending/equities sector and then as an investment advisor.
Lee now writes full time for a variety of finance and investment related publications around the world.
Brian is currently an Associate Vice President of Investments at an investment firm based in South Florida. As a Financial Advisor, he provides investment advice to retail and institutional clients, in addition to helping clients develop and implement strategies for building wealth and reaching their goals. Brian attained his Bachelor’s degree in Finance from the University of Miami, and has also earned the CERTIFIED FINANCIAL PLANNER™ or CFP®, practitioner designation.
A former commodity futures broker and stock market analyst, J.B. Maverick has been an active trader since 2001. He began writing articles on forex trading in 2007, and has written extensively on trading, finance and business since then. In addition to authoring hundreds of articles on the stock, futures, and forex markets, as well as a book on futures trading, he is also the author of a novel, the psychological thriller "A Cross of Hearts." Mr. Maverick's varied background includes work as a Zen meditation instructor, rape crisis counselor, and book editor. Besides financial articles, he also writes political, social and religious commentary. One of his current projects is a film script for a movie about the life of legendary trader Jesse Livermore. Although he travels extensively, J.B. Maverick's home base is Gallup, New Mexico. Connect with him today on WordPress, LinkedIn and Twitter.
Tim Maverick boasts decades of experience in the investment world. He spent 20 years at a major brokerage firm - as a trading supervisor and broker working directly with clients.
Rebecca McClay is a financial journalist who has covered stock market trends for publications like MarketWatch, Bloomberg and TheStreet. She has written and edited for real-time news feeds as well as for several financial services institutions, covering a variety of personal finance and investing news.
Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
Keith routinely appears on financial TV and radio including CNN and Fox Business, and has been a contributor for CNBC and Bloomberg. He writes regularly for Fortune and Forbes and is the author of the popular book, Diary of a Hedge Fund Manager. Keith is currently co-chair of the NYC Bipartisan Policy Center, the only Washington, D.C.-based think tank actively promoting bipartisanship to address the key challenges facing the U.S.
Keith began his career as an institutional equity sales analyst after earning an economics degree from Yale University, where he captained the hockey team to win a Division I Ivy League Championship.
TK McDonald has worked as a Financial Advisor for the military for past 13 years. She has taught Personal Financial classes on every subject from credit, to life insurance, as well as all other aspects of financial management. Ms. McDonald is an AFCPE Accredited Financial Counselor and has helped her clients to meet their short-term and long-term financial goals.
Greg McFarlane is the co-founder of Control Your Cash, a personal finance website for people who want "results, not coddling." He's also the author of its companion book, Control Your Cash: Making Money Make Sense, a full personal finance primer in one volume. Greg has been with Investopedia for three years and also writes for several tourism and general interest magazines. Originally from Vancouver, Greg splits his time among Las Vegas, Costa Rica and Maui with his wife and three cats. The opinions expressed are his own.
WILLIAM J. McGEE is the author of the nonfiction exposé Attention All Passengers from HarperCollins. He also is an award-winning investigative journalist and the former Editor of Consumer Reports Travel Letter. He has written a monthly travel column for USAToday.com and has contributed to Condé Nast Traveler, The New York Times, The Washington Post, Newsday, Time.com, Yahoo.com, CNN.com, HuffingtonPost.com, TheDailyBeast.com, Money, New York, Zagat, and many other magazines, newspapers, and websites. In 2010, on behalf of Consumers Union, he served as the lone passenger advocate on the U.S. Department of Transportation’s Future of Aviation Advisory Committee. Prior to his journalism career, he worked in the airline industry; he is an FAA-licensed aircraft dispatcher and served in the U.S. Air Force Auxiliary. He received an MFA from Columbia University and for many years taught Creative Writing at Hofstra University.
Brianna McGurran is a freelance writer based in New York. She graduated from the CUNY Graduate School of Journalism in 2014 with a concentration in business and economics reporting. Her work has appeared in the New York Observer, City Limits and the Mott Haven Herald, and on the radio on WNYC and Oregon Public Broadcasting. Prior to studying journalism, Brianna ran after-school tutoring programs for low-income students in NYC and worked as a paralegal at the U.S. Department of Justice.
Beth McKenna is a writer specializing in investing and related topics, though she also occasionally delves into other topics of interest, such as clean energy and health and wellness. She has a BA (Lafayette College) and MBA (Rutgers University), and has previously worked in the risk management field in the financial services industry.
Kari McLeod is a seasoned financial services professional with over 15 years experience in retirement planning, reporting & analysis, and relationship management. Kari takes pride in her reputation with clients and business partners built on trust and integrity. Experience and focuses include: product development, financial planning, life insurance, millennial and women focused, and social media marketing.
Follow Kari on Twitter
Jane Meggitt is a freelance writer focusing on investing. A graduate of New York University, her work has appeared in LegalZoom, Zack’s, The Motley Fool and dozens of other publications.
Shiv has cleared three levels of the CFA Program (USA) on the first attempt and is a Certified Financial Planner in India. He currently works with Brickwork Ratings (fifth credit rating agency in India) as a Credit Analyst, where he engages in rating bank loan facilities and non-convertible debentures of large corporations and MSME companies. Previously, he worked with Ameriprise Financials as a financial planner where he was involved in preparing financial plans for low net worth and high net worth individuals, along with making asset allocation and investment strategies for clients to achieve their financial goals.
As a 27-year veteran of the financial services and investment industry I’ve served as a broker, advisor, and portfolio manager. I’ve combined this nearly three decades of experience with my love of value investing in order to help investors worldwide to multiply profits and build their nest eggs.
As an avid value investor, I’m a strict practitioner of “asset based value investing” in the tradition of Graham, Schloss, and Whitman. Never having attended B-School, except as a lecturer—I take pride in the fact that I’ve not been corrupted by EMH, CAPM, or other silly theories that harm long-term investors.
I’ve written and lectured extensively on the markets, with work appearing on RealMoney.com, DailySpeculation.com, as well as numerous articles posted in Active Trader and the Wall Street Digest. I’ve published several investment guides in Wiley’s “Little Book of” Investment Series.
I’m also the author of the Junior Chamber Course on Value Investing— an education program geared towards young adults that teaches the principles and techniques of basic value investing, conveying Graham’s principles to a new generation of investors.
In my personal life I’m married with three children, recently abandoning the brutal cold of the Northeast for the warmth and distraction that a life in Windermere, Florida, provides. I’m an ardent fan of baseball, books, and burgundy as well as palm trees, pelicans, and alligators.
Mark Mersman is the chief marketing officer at USA Financial and one of the co-hosts of the nationally syndicated USA Financial Radio Show. The firm is committed to empowering financial advisors and clients by helping advisors grow their practice and serve their clients with a wide array of financial solutions and technology offerings. The USA Financial family of companies includes USA Financial Securities (FINRA-registered broker-dealer and registered investment adviser), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Exchange (a UMA/TAMP platform), USA Financial Plug-N-Run® (technology and marketing firm), and USA Financial Media (multimedia firm and producer of the nationally syndicated USA Financial Radio Show). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.
Mark entered the world of finance by launching his own firm at the age of 22, a planning firm committed to helping educators further understand their pensions and retirement planning and investment options. He has written numerous educational seminars on a wide-ranging list of financial topics and serves as a business-building consultant to financial advisors across the country. Mark has been published in numerous industry publications, including The Wall Street Journal, Barron’s, WealthManagement.com, and Financial Advisor magazine, in addition to being featured as a guest blogger for the National Christian Foundation. He also served on an advisory board to one of the largest insurance companies in the world.
Investment Advisor Representative of USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisory firm located at 6020 E. Fulton St., Ada, MI 49301
Holds Certified Financial Planner (CFP) Designation
MS Health Education (1982)
BS Physician Assistant (1975)
Author: 'Retirement Investing for Income Only: How to Invest for Reliable Income in Retirement Only from Dividends' 2014 Edition
Author: 'IRA: A Quick Reference Guide' 2015 Edition
Over 30 years of providing objective, Fee-Only financial planning services to clients. Served as Instructor to University-based CFP Certificate course, teaching retirement planning, Employee Benefits and fundamentals of household cash flow analysis.
Currently fully retired from the financial services industry working as an independent author.
Mr. Minerd is a founding Managing Partner at Guggenheim. In his role as Global Chief Investment Officer, Mr. Minerd guides the firm’s investment strategies and oversees client accounts across a broad range of fixed-income and equity securities. Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units.
Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse.
Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania
Elvin Mirzayev is a finance professional specializing primarily in Financial Risk Management. He is a Financial Risk Manager certified by the Global Association of Risk Professionals (GARP) and is a CFA® charterholder.
Born in Bolnisi, Republic of Georgia and raised in Baku, Azerbaijan, Elvin obtained his bachelor’s degree in Public Administration at the Academy of Public Administration in Baku in 2008, followed by a Master’s degree in International Finance at Nürtingen University of Applied Sciences, in Nürtingen, Germany in 2010. Upon obtaining his Master’s degree Elvin started his professional career as a market risk manager at a local commercial bank. Currently, Elvin is a Senior Advisor at a local advisory company. He has great interest in tutoring and is an instructor of Investment Management at Khazar University in Baku. With an interest to pursue finance and economics research, he is excited to join the team of Investopedia contributors.
While finance is his major area of interest, he also has a passion for theoretical physics and enjoys his leisure time by reading detective books.
Cory Mitchell is a proprietary trader and Chartered Market Technician (CMT) specializing in short to medium-term technical strategies. He is the founder of VantagePointTrading.com, a website dedicated to trader education and market analysis.
After graduating with a business degree, Mitchell has been trading multiple markets and educating traders since 2005. He has been widely published and is a member of the Canadian Society of Technical Analysts and the Market Technicians Association. He's the author of the Forex Strategies Guide for Day and Swing Traders - an eBook introducing traders to the basics of Forex, the formula for success and price action trading strategies.
Paul Mladjenovic is a CFP, national seminar leader, author and consultant. Since 1981, his specialties have been investing, financial planning and home business issues. During those 30-plus years, he has helped thousands of students and readers build wealth through his nationwide seminars, workshops, conferences and coaching program.
Paul has written Stock Investing For Dummies (all four editions), Zero-Cost Marketing, Precious Metals Investing For Dummies, the Job Hunter’s Encyclopedia and the latest book, Micro-Entrepreneurship For Dummies. He has done many national seminars such as “The $50 Wealth-Builder,” “Ultra-Investing with Options” and the “Home Business Goldmine” among others. The full details on his (downloadable) financial & business start-up seminars are found at www.RavingCapitalist.com.
He has been interviewed or referenced by numerous media sources such as Comcast, CNN, MarketWatch, Bloomberg, Futures Magazine, GoldSeek.com, Minyanville.com, FinancialSense.com and many more.
Paul was born in a communist country (Yugoslavia) and he came to the United States in 1963. This is why he refers to himself as a ”Raving Capitalist.” This background helps him understand the “big picture” so that he can provide better guidance and forecasts for his clients, students and readers.
Since 2000, he has built a reputation as an accurate economics and market forecaster. Paul’s long record includes accurate forecasts for the Housing Bubble, Energy crisis, the “great recession,” the rise of precious metals and much more.
As a writer, Paul is also the editor of the Prosperity Alert, a popular financial email newsletter. In addition, many have seen his articles and essays appear at popular financial websites and publications. Read more of Paul’s essays at his blog www.Mladjenovic.blogspot.com.
For some video commentaries on the economy, financial markets and personal financial strategies, go to Paul Mladjenovic’s video channel at www.youtube.com/user/paulmlad. You can view Paul’s LinkedIn profile at www.linkedin.com/in/paulmladjenovic/ and follow him on Twitter @paulmlad.
As a national speaker, Paul has done over 2,000 national seminars and workshops since 1983. He emphasizes a “two-pronged” approach to wealth-building. “Passive wealth-building” which means having your money work for you (with investing and financial strategies) and “Active wealth-building” strategies such as starting your own home business or other active business part-time activity.
Natalie Monbiot SVP Managing Partner, Strategic Innovation, at UM Worldwide, a global media agency. In her role, Natalie is responsible for product innovation, thought leadership, and keeping clients on the cutting edge on how to engage their consumer.
Karl Montevirgen has been working for GlobalFutures.com as a Forex and Futures Broker since 2011 andis currently the Head of FX Operations at the firm. He can be reached at firstname.lastname@example.org.
Registered with the CFTC and an NFA member since 1998, Global Futures Exchange and Trading Company, Inc., is located in Tarzana, California with several contracted foreign consultants around the world. In this fast-paced and aggressive industry, Global Futures offers a competitive commission structure, an extensive selection of trading platform options, liberal day-trading margins for futures trading and low pip spreads for forex trading. In addition to being one of the original deep-discounted brokerage firms, Global Futures has grown into one of the largest Independent Introducing Brokerage firms in the United States offering futures, options and foreign exchange services on all major exchanges around the world.
Michele Morris has written for many national publications, including Travel Holiday, Money, More, and Working Woman. She graduated from the University of Arizona and the Columbia University Graduate School of Journalism. An adjunct professor at the University of Utah, she lives in Park City, Utah. When she’s not reading or writing, she’s biking, hiking and skiing and has the war stories and injuries to prove it.
Jason Morris is a senior finance professional with experience in the investment banking, wealth management, commercial real estate, and telecommunications industries. He is passionate about asset valuation and financial modelling techniques and has aided numerous organizations in making optimal capital and investment decisions throughout his career. Jason also has a deep experience working in capital markets, with particular focus on futures and options contracts associated with agricultural commodities. An alumnus of Texas A&M University, he holds a Bachelor of Science degree in Agricultural Economics as well as a Master's degree in Land Economics & Real Estate from the Mays Business School. Follow him on Twitter and connect with him on LinkedIn.
My name is Rachel Motter, an Economics Major and Finance Minor recent graduate at McGill University in Montreal. I was born and raised in Montreal, Canada and have also lived in Florida and Mexico. I am fluent in English, French and Spanish, orally and written, and Italian at an intermediate level.
During my 4 completed years as an Economics major and Finance minor at McGill University, I have excelled in most of my courses, showing my dedication to one of my foremost assets, my education. During my jobs at Citizenship and Immigration Canada, La Ronde and The Hudson Bay, I strengthened my ability to work efficiently, both in teams and exclusively, to organize and prioritize workload, and to multitask in a fast paced environment, as well as to meet my client’s needs with excellent customer service and develop my communication skills with them.
I would like to gain experience in my field, while putting in practice the knowledge I have acquired from previous jobs and education. I strive for excellence in all I do, but more importantly, I seek the knowledge that comes with every challenge I undertake. I am a reliable person able to deliver work within time limits. I have learned to budget my time and assets, but most importantly, I have learned to be responsible, flexible and a fast learner. I have good analytical, quantitative, organizational and communication skills. In addition, I have strong skills with Microsoft Office, as well as organizing data and researching.
Terry Mullen, the current CEO of Truelytics, is a seasoned executive, board member, entrepreneur, and active private investor. After a 29-year career in financial services distribution as a Senior Executive with AIG, Lincoln Financial and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. Terry’s deep knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice. Using data analytics and benchmarking tools, Truelytics software shows financial advisors how to easily value their business but more importantly, identify and close any gaps they currently have. Terry received a Bachelor’s Degree in Business Administration and Finance from the University of Delaware. He holds Series 6, 7, 26, and 63 FINRA licenses.
Casey Murphy previously worked as the Product manager of Investopedia's markets, active trading and forex channels. Casey's areas of specialization include active trading, technical analysis, ETFs, commodities, options and forex.
Ehab completed his Bachelor in Science at the University of Guelph, focusing on Molecular Biology and Genetics, in 2013. He finished his Masters of Global Affairs Candidate at the Munk School of Global Affairs in 2015. During this time Ehab has focused on political economy and the role of investment and finance in influencing the economy and the global system. His research interests cover a broad spectrum of disciplines and but would describe his main focus as finance, specifically global investment trends. He is currently pursuing his CFA.
Chiedza Musvosvi, CFA, FRM, currently works in corporate finance advisory specialising in valuations. She has several years experience in finance and risk management. Key areas of expertise include derivative valuation, market and credit risk, and financial modelling. Chiedza studied actuarial science and financial mathematics at the University of the Witwatersrand in South Africa.
Trevir Nath graduated in 2011 from Rutgers University with a Bachelors in Economics & Psychology. His Psychology and Economics degrees increased his understanding of financial markets from a human behavior perspective. Looking to further his understanding of financial markets, he went on to obtain his Masters in Economics from the New School graduating in May 2014. He focused his research efforts in macroeconomic effects in developing countries with econometric analysis. Over the past 2 years, Trevir has worked in the field of accounting and finance supporting the hospitality industry in New York City. He has also worked with non-profits to promote developmental causes in third world countries.
Donna Nebenzahl writes feature stories for newspapers and magazines in Canada and the U.S. She is a veteran editor and author of a book on activist women, Womankind: Faces of Change Around the World, published in 2003 by Raincoast Books. The documentary film that she conceived, researched and wrote, Twice Upon a Garden, won the 2011 Audience Award at the International Festival of Films on Art and she is currently at work on several documentary film projects. She teaches in the Journalism Department at Concordia University in Montreal, Canada.
Dorothy Neufeld is a writer for VancouverValueInvesting.net with a personal fascination for behavioral finance and the principles of Benjamin Graham’s investment philosophy.
Founded in 2014, VancouverValueInvesting.net provides a comprehensive learning guide to Benjamin Graham's The Intelligent Investor with forthcoming articles on The Interpretation of Financial Statements and articles on behavioral finance. Dorothy was previously a radio programmer at CiTR 101.9FM in Vancouver, Canada, with multiple programming awards.
Jesse Neugarten has a bachelor's degree in the field of mathematical economics from Oberlin College. His current research is focused on financial crisis, real estate, and sustainable development infrastructure. He has a great deal of experience with econometric modeling and real estate valuation. He is a current Research Associate at the Wharton School, University of Pennsylvania in the Real Estate and Finance Department. He has published work in The Columbia University Journal of Economics and Political Science. Connect with him on LinkedIn.
Mr. Newell is a lecturer in Beijing, China where he designs and delivers courses in economics for international high school and university students. He has experience in promoting international investment opportunities, and has a growing role as a freelance economics and financial markets writer. His writing has been featured on SeekingAlpha.com, where he focuses on macro trends and global risks relevant to American investors.
Steven Nickolas has nearly ten years of experience working on the sell-side and buy-side, as well as consulting retail and institutional clients on hedging and risk management solutions. Steven holds a Bachelor's degree in Mathematics and Economics, and a Master's degree in Economics. His writing is primarily drawn from experience in multiple fields.
Mr. Nikolaev works at Mitre Media and is an analyst and content strategist for their website properties, which include but are not limited to: ETFdb.com, MutualFunds.com, and Dividend.com. He writes financial articles for these properties on a weekly basis. Kiril also spent time at BMO Financial Group as a Financial Analyst, and has been interviewed and quoted in the Wall Street Journal. Kiril is the owner of InvestorAcademy.org, and holds a bachelor’s degree with honors and a major in finance. Find Kiril on LinkedIn or check him out on ETFdb.com.
Brian O’Connell is a Doylestown, Pennsylvania-based freelance writer with 15 years experience covering business news and trends, particularly in the finance and investments, real estate, and Internet and technology sectors. He is a former Wall Street bond trader, and an author who has placed two business books in "The Book of the Month Club". O'Connell's byline has appeared in dozens of top-tier national business publications, including The Wall Street Journal, CNBC, The Street.com, Yahoo Finance, CBS Marketwatch, and many others.
He has appeared as an expert financial commentator on CNN, NPR, Fox News, Bloomberg, CNBC, C-Span, CBS Radio, and many other media broadcast outlets.
Stefanie O'Connell is a millennial finance writer and founder of thebrokeandbeautifullife.com. Her work has been featured on Forbes, USA Today, The Huffington Post, Business Insider and Yahoo! Finance. Stefanie has also appeared on various podcasts, radio shows and television programs including "Good Day Street Talk" on Fox 5 and "Dr. Oz" on ABC. For the latest news and appearances visit stefanieoconnell.com.
I am a supply chain professional with a nine-year experience in Fast Moving Consumer Goods (FMCG) industry. I have a Bachelor's degree in Philosophy and Masters' degree in Supply Chain and Logistics Management. I am also a member of Supply Chain Management Association of Canada and Chartered Institute of Logistics and Transportation, UK.
I have worked as Logistics Project Lead, Admin-Planner and Supply Chain and Logistics Manager.
Ibikunle has over 10 years experience in the provision of international tax services having worked in both Nigeria and South Africa. He has significant experience in advising multinational companies in respect of their investment and transaction structures across Africa. Specifically, he focuses on the tax and exchange control aspects of structuring and optimising cross-border investments into, across and out of Africa. He is presently based in Johannesburg, South Africa.
Sheila Olson is a freelance writer in Charlotte, North Carolina. After a 20-year career in health IT, Sheila semi-retired to pursue her passion for writing. Her clients include Fortune 500 companies and entrepreneurs, although her true niche is tech startups. Sheila is an avid investor with over 30 years in the market; she loves to dig deep to discover new angles—what motivates the decision-makers of the companies she follows. When she’s not tracking tickers, you’ll find Sheila in her kitchen creating new recipes to tempt her family and friends.
Stella Osoba is a freelance financial writer who holds the Chartered Market Technician (CMT) designation. She has been published in Technical Analysis of Stocks and Commodities, the Journal of Technical Analysis, TradersAdvantage.com, TraderPlanet.com, GoBankingRates.com and in other financial publications and websites.
Andrew Osterland is a freelance journalist with more than twenty years experience writing on a variety of business subjects including wealth management, investments and markets, accounting issues and corporate finance. He has written for a number of magazines(BusinessWeek, CFO Magazine), newspapers(Crain's New York Business, InvestmentNews), and websites(CNBC.com, InvestmentNews.com.) He currently divides his time between New York City, Vermont and Montreal.
Twenty Over Ten helps financial advisors create unique, beautiful and compliant websites tailored to their unique brands. With its name meaning perfect ocular (20/10) vision, Twenty Over Ten’s mission is to help financial professionals effectively communicate their brand visions via modern, tailored websites that meet the highest standards of design, accessibility, and user experience.
Jeremy is an MBA graduate who has been active in the Forex industry for more than 7 years, both as an analyst and trader. He is passionate about finance and writing, and has penned articles on various financial topics for several years. He currently consults for http://www.trade-24.com.
John Schmoll, MBA, is a former stockbroker, mutual fund administrator and veteran of the financial services industry. His interest in investing and passion for financial literacy led him to leave his career with a well-known brokerage house to grow an advertising business with his wife and start a personal finance site, Frugal Rules, in 2012. Today he manages multiple personal finance sites and writes for many online publications. His work has been featured in Forbes, Fortune, U.S. News & World Report, Yahoo!Finance, CNBC, Daily Finance and more. Follow John on Twitter.
Vanessa has been obsessed with becoming rich since she was a teenager. After a brief period of unemployment after high school, she vowed to never again be poor and financially dependent on others. By working two (sometimes three!) jobs throughout university, she finished her degree in Economics from McGill University with a positive net worth.
Vanessa has traveled to over 25 countries and yes, she has a favorite -- Bulgaria, a country that has both cheap food and snowy ski mountains. Currently, she is taking graduate-level business courses because, as a self-professed nerd, she finds it impossible to stop learning. In addition, she is working on a book that will examine some untraditional topics in personal finance.
JC Parets is the founder of Allstarcharts.com, a research platform for market investors around the world that uses a top-down technical analysis approach.
Before starting Allstarcharts in 2010, Parets worked on the sell side as a broker, analyst and investment banker. He started his career as an intern at Merrill Lynch and while attending Fairfield University, where he graduated in 2004 from the Charles Dolan School of Business. In 2008, he earned his Chartered Market Technician (CMT) designation and in 2012-2013 served as a co-chair of the New York City chapter of the Market Technicians Association.
His research has been featured by the Wall Street Journal, Bloomberg, CNBC, Fox Business, Traders Magazine, CNN, Barron's, ABC, Yahoo Finance and Business News Network. Business Insider chose his twitter handle @allstarcharts as one of the “Top Finance People To Follow On Twitter”.
Melissa Parietti is a literature enthusiast who employs great discernment in matters of business and finance. A writer of fiction and nonfiction with previous work experience in the debt collection and finance industries, her creative efforts have been published by various journals. She enjoys analyzing data and finding trends. Melissa holds a Bachelor of Science in Business Administration from SUNY Geneseo. Melissa can be found on Twitter @MelissaParie and also on LinkedIn.
John Parker has over 20 years of experience as a business executive specializing in accounting and finance. John has built a career through extensive experience as a senior audit executive at a Big 4 accounting firm and in progressive financial and management leadership positions for a NYSE registrant. Throughout his career, he has developed a unique skill set combining strategic thinking with a track record of effective tactical execution in emerging, private-equity sponsored, and new public company environments.
As a business writer, John's principle focus is helping investors understand the financial fundamentals of companies, and to move beyond behavioral biases that prevent them from making data driven investment decisions. Follow John on Twitter or connect with him on LinkedIn.
Tim Parker has a Bachelors and Masters in Education and is the owner of ECS, a company specializing in financial and small business content for print and online media. His work is published on many of the best known media outlets as well as magazines, industry publications, and newspapers. He also runs breakingfinancenews.com and bibledollar.com. He loves all things creative and is passionate about volunteering in the nonprofit sector. Tim lives in Florida where he often sets up a mobile office on the Gulf of Mexico beaches.
Colleen Paulson is a versatile writer and analyst with experience across problem solving, consumer products, marketing, career changes, and MBA admissions. Her broad mix of experience gives her a unique perspective on both financial markets and the career development process. She started her career with Procter & Gamble, delivering engineering and manufacturing leadership across the United States and Canada. After receiving her MBA, Colleen moved into a Senior Analyst role for FedEx and specialized in product pricing for Fortune 500 clients.
For the past 10 years, Colleen has been a contributor to top online and print resources. In addition, she has served more than 600 executive clients as a Certified Professional Resume Writer (CPRW), delivering customized resumes and career advice. She has also evaluated and interviewed MBA school candidates through seasonal support of a Top 20 MBA program. Connect with her on LinkedIn.
Editor and writer Barbara Peck is a former executive editor of Travel + Leisure and editor-in-chief of Endless Vacation. She writes about gardening and outdoor style for Gardenista.com. Recent business articles have covered subjects in the fields of information management and the pharmaceutical industry. A graduate of McGill University, she lives in New York City and practices her favorite sport, rowing, on the Harlem River.
Head of Personal Investing for BlackRock's US Wealth Advisory where she is focused on personal investors across the US. As part of this effort she leads teams focused on driving distribution relationships with our direct platform partners and also represents investor research and insights as the BlackRock Personal Investor Strategist.
Ms. Pelant was most recently head of Retail and Private Bank Distribution for Hong Kong, Singapore and Southeast Asia and head of iShares Exchange Traded Funds distribution in Asia ex Japan.
Ms. Pelant's service with the firm dates back to 2003, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Within BlackRock's North American business she was Head of Distribution Strategy for the US iShares Private Wealth. Prior to this she was Head of iShares at Barclays Global Investors Canada. Her extensive financial service industry experience includes representing Morgan Stanley Asset Management and the Morgan Stanley Consulting Services Group in Honolulu, Seattle and San Francisco.
Ms. Pelant earned a MBA degree from the Kellogg School of Management, an MA degree in Asian Studies from the University of Hawaii and a BA degree in Asian studies from the University of Victoria.
Dan Pelberg is an entrepreneur and freelance consultant. Having an educational background in economics and finance, he has successfully started an e-commerce company that has grown to doing over $1 million in sales annually. He currently writes for start-up companies, financial blogs, and news sites. Additionally, he has previous experience in financial planning, software consulting, and nonprofit management. Connect with him on LinkedIn.
Nicholas Pell is a freelance writer living in Hollywood, California. His writing has been featured on Made Man, The Nervous Breakdown, Strange Horizons, Chron.com, DocStoc, LiveStrong and USA Today. Pell has been a featured guest on CBS Radio’s Overnight America.
Howard Penney is a managing director and restaurants analyst at Hedgeye Risk Management.
Howard’s research coverage focuses on the restaurant industry and other Consumer Staples sectors in the U.S. He has nearly two decades of experience following consumer related sectors including tobacco, beverage (including Latin America), gaming, and restaurants. Prior to Hedgeye Risk Management, Howard spent 14 years at Morgan Stanley, including working on the Macro team covering small company strategy. During his tenure at Morgan Stanley, Howard was ranked #1 by Institutional Investor (Restaurants) and #1 in the WSJ poll (Tobacco). Following Morgan Stanley Howard worked at FBR and SunTrust Robinson Humphrey.
Howard received his bachelor’s degree in finance and economics from Florida Southern College.
Dr. Richard L. Peterson is an expert on the psychology of the financial markets. His firm MarketPsych (www.marketpsych.com) produces sentiment and macroeconomic indices derived from language analysis of global news and social media in partnership with Thomson Reuters. In the educational field he developed popular financial personality tests, published widely in academic journals including Games and Economic Behavior and Journal of Neuroscience, and is an associate editor of the Journal of Behavioral Finance. His newest book is Trading on Sentiment: The Power of Minds over Markets (Wiley, 2016). His prior books, Inside the Investor's Brain (Wiley, 2007) and MarketPsych (Wiley, 2010) were both named top financial books of the year by Kiplinger's. Dr. Peterson received cum laude Electrical Engineering (B.S.), Arts (B.A.), and Doctor of Medicine degrees (M.D.) from the University of Texas. He performed postdoctoral neuroeconomics research at Stanford University and is Board-certified in Psychiatry. Dr. Peterson lives in California with his family.
Aaron Phillips is a financial journalist based in Michigan. As a contributor to financial sites across the web, Aaron has interviewed CEOs, dug through SEC filings, and talked to whistleblowers in search of the truth. He's committed to bringing transparency to investors in order to help them make informed decisions about their portfolio.
Elvis Picardo is Vice President-Research and a portfolio manager at Global Securities Corporation in Vancouver, Canada. He brings a global perspective to investment research and portfolio management, obtained through more than two decades of international capital markets experience in Canada, India and Hong Kong. His experience spans a wide range of asset classes – equities, options, fixed income and currencies. Elvis is a chartered financial analyst (CFA) and holds the Canadian Investment Manager designation; he also has a Bachelor’s degree in Engineering and a Master's in Management Studies. Opinions expressed herein are his own.
Duncan Pike is a Master of Global Affairs graduate from the University of Toronto’s Munk School of Global Affairs. He graduated in 2010 with a B.A. Honours in history from the University of Victoria. Prior to graduate school Duncan interned at the Canadian Embassy in Washington D.C., and worked for two years with the an Analyst for the UN Development Program in Istanbul and a Policy Analyst for Aboriginal Affairs and Northern Development Canada in the Indian Residential Schools Adjudication Secretariat. In the summer of 2014 he worked as an analyst for the UNDP Istanbul International Center for Private Sector in Development.
Lawrence Pines has 25 years of experience as an equity and foreign exchange options trader for multinational banks, proprietary trading groups and market maker firms. Mr. Pines has traded on the NYSE, CBOE and Pacific Stock Exchange as an options market maker and for Chase Manhattan Bank and Bank of New York as an OTC market maker. In 2011, Mr. Pines started his own consulting firm through which he advises hedge funds, law firms and other investment professionals on issues related to capital markets, trading, and derivatives.
Lawrence's recent work includes advising a multi-strategy Asian hedge fund on electronic trading platforms and an Australian mutual fund on foreign exchange trading strategies. In addition, he recently served as an expert witness on options trading for several trials related to the Bernie Madoff Ponzi scheme. Mr. Pines is a graduate of Princeton University. Connect with Lawerence on LinkedIn.
Patrick Poulin practiced as a tax and business lawyer in large private firms for nearly 20 years. He has always taken a direct interest in the practical functioning of his clients’ businesses and in doing so has acquired broad real world experience in several fields such as finance, hotel operations, import-export, real estate and light industry. Patrick has been a member of the board of directors of several businesses and non-profit organizations over the years, including a law firm with revenues in excess of 20M$ and more than 100 employees. For more than 15 years, Patrick was his firm’s representative in international groupings of law firms (Lawyers Associated Worldwide and Pannone Law Group), which allowed him to build a worldwide business network. In so doing, he visited 28 countries on 5 continents, broadening his world and business perspective.
Iris Price is a single Baby Boomer whose antidote to a lack of retirement funds was to launch a long-delayed career as a writer. She bought a new-construction home and now obsessively creates lists of must-have home improvements. She specializes in writing about home services and self-motivation.
Jim Probasco is a freelance writer and editor with more than 25 years’ experience writing for online, print, radio and television media. Currently, Jim writes business and finance related content for a variety of online and print outlets. Areas include personal finance, the stock market and profiles of industry leaders.
Jim was head writer for a series of Public Broadcasting Service television specials and staff comedy writer for the Marconi Award winning Gary Burbank Show on WLW radio. He continues to write radio short form comedy that airs on more than 200 stations nationwide.
As managing editor for The Activity Director’s Companion, Jim wrote and edited numerous articles used by activity professionals with seniors in nursing homes, hospitals, independent living facilities and drop-in centers. Jim has been a guest presenter and lecturer at the Kentucky Department of Aging and Independent Living Conference and several Resident Activity Professional Conferences in Ohio.
Jim is the author of A Parent’s Guide to Band and Orchestra and A Parent’s Guide to Teaching Music, as well as several other books in the field of music education. He has written numerous article in print and online about music.
Jim has served on the boards of a number of local nonprofits in the Dayton, Ohio area, including the Kettering Arts Commission, Dayton Philharmonic Education Advisory Committee and the University of Dayton Arts Series Board. He is currently president of the Kettering Education Foundation, which serves teachers and students in the Kettering (Ohio) City School District.
Jim volunteers as leader of Celebration Brass, a church-sponsored group for senior musicians. He has directed several adult and youth community and corporate sponsored bands in the past, including serving as director of the NCR Corporation Youth Concert Band for 20 years. Jim retired from public schools after 34 years as a music teacher and supervisor of music and fine arts. He holds both bachelor’s and master’s degrees in Music Education.
The Alliance for Education recognized Jim with an Excellence in Teaching Award in 1995. He was a member of the Ohio Music Education Association for 32 years, serving as both district Vice President and President. He was also a member of the Music Educator’s National Conference.
When he is not writing, Jim enjoys hiking, fishing, reading, fantasy football and playing his trombone. Spending time with his six grandchildren and traveling with his wife round out Jim’s life.
Chris Pulver is a 6-year Forex trading veteran and expert analyst for Market Traders Institute’s Analyst on Demand. As a full-time trader focused on consistently conservative trading methods that provide high percentage wins on a regular basis, this Ferris State University graduate dedicates his time to teaching traders the art of harnessing limitless trading opportunities with limited capital. A meticulous trade planner passionate about fundamental and technical analytical alignment, and a PGA certified instructor and coach, Pulver helps traders of all skill levels find their personal action plans for long-term trading success to give them the freedom they need to lead lives they love.
Brent Radcliffe is a digital analyst with a software company based in the Washington, DC area. He is a graduate of the University of Florida with a degree in International Economics, and minors in both French and International Relations. Radcliffe is a freelance writer covering topics related to economics, trade and investing.
Karthik Raghavan is an engineer, manager and economist currently researching the potential of leveraging alternate currencies to solve complex global problems such as sustainability and climate change. He uses a design approach in his work, drawing on his experiences working and interacting with consultants and businesses, administrators and bureaucrats, entrepreneurs and activists, intellectuals and academics, on three different continents and coming from numerous cultural and institutional backgrounds.
With an expertise in emerging markets and energy, Karim Rahemtulla is regarded as one of the country's foremost resource and developing world analysts. Educated in England, Canada and the United States, Karim is fluent in several languages. His undergraduate studies were completed in Economics/Foreign Languages, and his graduate coursework was completed in Finance. Learn More >>
Aseem Rastogi is a CFA level III and CA final candidate.
Rebecca Schwartz has worked for over ten years in public health, education and the arts. She has held positions in a variety of industries with companies including Memorial Sloan Kettering Cancer Center, Manhattan Theatre Club, Waterwell and Culture Project. She served as a Peace Corps Volunteer in Guatemala and holds a B.A. in History from Yale University.
Nathan Reiff is a writer and musician based in the New York City area. He holds degrees from Yale University and the University of Michigan. Nathan has previously worked for Orion Consultants and Partners in Performance and has written for Internet Brands on subjects ranging from money matters to personal and home development. His interests include technology, travel, and food.
Brett is a thought leader, growth hacker, and power influencer in the social media, mobile, and digital marketing strategy space. He is the Founder of Launch & Hustle, a valued digital marketing consultant & speaker, and the author of Imperative - How any business can quickly and easily leverage mobile marketing for radical success. Brett was also named in 2015 as one of the Top 100 Social Media Power Influencers. Join him on Twitter and Google+ today.
Garret/Galland Research provides private investors and financial service professionals with original research on compelling investments uncovered by our team.
F. Richard Mora is a professional trader with 20 years of experience trading the Forex, Futures, and US Stock Markets. His professional credentials include three NASD/FINRA licenses including a Series 7, Series 63, and a Series 55 Equity Traders License. His education and training background includes multiple BA degrees in both Economics and International Relations/Politics from the University of Southern California, and completion of an intensive financial training program with a highly reputable Wall Street firm. Richard’s professional trading experience with investment/trading firms includes market-making, proprietary trading, system trading, and private equity placement. He has extensive knowledge in all facets of trading and investing in financial markets, and an in-depth understanding of Technical and Fundamental analysis of markets. He has been involved in every aspect of developing and executing trading systems including concept development, modeling, programming, statistical testing, implementation, and maintenance. Currently, Richard is an independent proprietary trader.
Beth Rifkin has worked in the business, finance and technology sectors since 2005. Her experience includes personal finance, asset management, real estate, and developing marketing campaigns. She holds a Bachelors of Business Administration from Temple University. Follow Beth on Twitter or connect with her on LinkedIn.
Best known as the author of Rich Dad Poor Dad — the #1 personal finance book of all time — Robert Kiyosaki has challenged and changed the way tens of millions of people around the world think about money. He is an entrepreneur, educator, and investor who believes the world needs more entrepreneurs. With perspectives on money and investing that often contradict conventional wisdom, Robert has earned an international reputation for straight talk, irreverence, and courage and has become a passionate and outspoken advocate for financial education. His most recent books include Unfair Advantage: What Schools Will Never Teach You About Money and Midas Touch, the second book he has co-authored with Donald Trump.
Ethan Roberts is a real estate writer, editor and investor. He’s a frequent contributor to InvestorPlace.com, and his work has been featured on Money.msn.com, Reuters.com and Auction.com. He’s also written for SeekingAlpha.com and MarketGreenhouse.com, and was one of five contributing editors to TheTycoonReport.com. He’s been investing in real estate since 1995 and has been a realtor since 1998. He also teaches classes on investing in residential real estate.
During his 15+ year career as a leading Wall Street equity analyst, Jordan developed a reputation as a thought leader on media, eCommerce, advertising technology, search, lead gen, and social media business models. He provided investors with a differentiated view on relative value in the Internet ecosystem, and was personally involved with dozens of IPOs, including Facebook and Google.
Jordan has appeared frequently on leading news programs on CNBC, Bloomberg, and ABC News, and was cited broadly in print publications such as the New York Times and Wall Street Journal. He won many awards during his tenure as an analyst, including the WSJ's Best on the Street in both 2005 and 2007.
Jordan earned an MBA from Stanford's Graduate School of Business, and a B.S. in Economics from the University of Pennsylvania's Wharton School of Business. He also worked in strategy and business development for the Walt Disney Company.
Keith Rolland has extensive financial experience in economic and market research. He has been frequently referenced in newspapers for his keen insights and opinions on the economy and political affairs. Mr. Rolland is currently semi-retired but still runs a private equity fund. He holds B.A. and M.S. degrees from the University of Wisconsin-Madison.
Jeff Rose is a certified financial planner professional, CEO and Founder of Alliance Wealth Management LLC, an investment advisory firm.
Jeff is an Iraqi combat veteran having served in the Army National Guard for 9 years, including a 17 month deployment to Iraq in 2005.
He is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of their Top 10 money blogs you should read, and author of Soldier of Finance -- his book that combines his military background with his financial planning knowledge. He is also the editor of LifeInsurancebyJeff.com.
He currently writes for Forbes, US News & World Report and MarketWatch and has been featured in major sites such as Huffington Post, The Wall Street Journal, Reuters, USA Today and Fox Business.
In his free time, he loves hanging with his family, tortures himself with Crossfit workouts, and daydreams frequently when he can chow down on an In-N-Out Burger again.
Richard Rosen is a practicing financial planner with more than 20 years of experience helping clients design and implement comprehensive wealth management plans. He is an adjunct faculty member teaching undergraduate and graduate courses in finance and investment management. He has also helped startup, manage and sell two small companies as well as consulted on the startup and operation of several other ventures.
Robert Rosenberg is a journalist and financial writer whose work has appeared in BusinessWeek, The New York Sun, Treasury & Risk, Alpha Magazine, Crain’s New York Business as well as other publications and numerous online magazines. He writes and edits thought leadership pieces for such clients as Bloomberg, Morgan Stanley, JPMorgan, Legg Mason, Northern Trust, Oliver Wyman, Towers Watson, Salesforce and others. He also is a regular contributor to Bloomberg Vault, writing about compliance, regulatory and risk management issues.
Eric Rosenberg is a finance blogger in Portland, Oregon. He has both an undergraduate degree and MBA in finance and writes about personal finance at Personal Profitability. He has experience working as a bank manager and in corporate finance and account.
Sean Ross is Director of Business Development at Financial Poise™, an education and training website for investors, attorneys, accountants, and business owners/executives. He also operates an independent business consulting and writing practice. Mr. Ross earned degrees in Economics and Political Economy from Regis University, where he specialized in monetary policy and theory. Sean previously worked as a bankruptcy specialist, consultant, broker and financial advisor. He is a frequent contributor to many financial websites and contributes regular content for audiences in the United States, United Kingdom, and Australia. Connect with him on LinkedIn.
Kimberly Rotter is a personal finance writer and small business owner, usually located in San Diego, CA. She holds an MBA (Management) from San Diego State University's School of Business. Kimberly has successfully founded and operated three small businesses, including her current venture, a content creation and strategy service. She is a bankruptcy survivor and now, with her husband, owns two homes and a few investment accounts. Kimberly believes in managing money conservatively and avoiding debt wherever possible. She is also a mother, and enjoys researching and writing about topics that affect parents and families. Connect with Kimberly on LinkedIn, Google+ and Twitter.
Hussein Saddique is a New York-based writer and producer, who has spent 15 years covering politics, business and the economy for national television news outlet, like CNN, CBS News, and most recently, Al Jazeera America. His reporting has taken him from financial crises on Wall Street to fiscal crises on Capitol Hill, and even security crises in the Middle East. Follow him on Twitter @Hassouny.
Md. Shibli Sadek, CFA, is a credit analyst and free lance writer of finance and risk management. He works as a deputy manager in BASIC Bank Limited, a Government owned specialized commercial bank, since 2009. As a credit analyst he performs extensive macro and micro economic financial analysis to culminate the financial forecast and economic outlook for a prospective/ existing customer. He is passionate about finance and credit risk management.
Arvin Sahakian is Co-Founder & Vice President at BeSmartee, a mortgage technology company which empowers mortgage lenders to deliver an exceptional online mortgage experience to borrowers.
Arvin leads BeSmartee's marketplace initiatives in developing business-to-consumer and business-to-business relationships nationwide through strategic partnerships and online marketing.
Previously, Arvin founded and led Orion Home Loans, a nationwide mortgage brokerage based out of Pasadena California. Within 2 years, he grew the company from startup to several million in annual revenue through 15 mortgage lending partnerships while managing a team of 20 full-time employees.
Arvin holds a Real Estate Brokers License with the California Bureau of Real Estate, and a Mortgage Loan Originator License with the Nationwide Mortgage Licensing System. He is also a contributor to BeSmartee’s Blog and other media publications and has been mentioned in sources such as the Harvard Business Review, Investopedia, Yahoo Finance, U.S. News, and The Street.
In his personal life, Arvin enjoys family, world events, reading, music, and philosophy.
After having spent 20 years in the IT industry serving in various roles from system administration to network engineer, Richard Saintvilus became a finance writer, covering the investor's view on the premise that everyone deserves a level playing field. His background as an engineer with strong analytical skills helps him provide actionable insights to investors.
Saintvilus is a Warren Buffett disciple who bases his investment decisions on the quality of a company's management, its growth prospects, return on equity and other metrics, including price-to-earnings ratios. He employs conservative strategies to increase capital, while keeping a watchful eye on macro-economic events to mitigate downside risk. Saintvilus' work has been featured on CNBC, Yahoo! Finance, MSN Money, Forbes, Motley Fool and numerous other outlets. You can follow him on Twitter at @Richard_STv.
Ronni Sandroff began her career as a fiction writer, publishing two books with Alfred A. Knopf and short stories in such magazines as Redbook, Cosmopolitan, McCalls and Prairie Schooner. She holds a bachelor’s degree in English from Hunter College and a graduate degree from the Writers Workshop at the University of Iowa (M.A. in writing), where she studied with Kurt Vonnegut, Nelson Algren, and Vance Bourjaily.
In the mid 80s Sandroff shifted her focus to journalism, publishing articles in top mass circulation magazines, such as Life, The New York Times Magazine, Psychology Today and Sports Illustrated. She was a long-standing contributing editor at Working Woman and a health columnist for McCalls. At the same time, she pursued an editing career which began at RN Magazine, where she was features editor. She later served as editor-in-chief of Medica, a lifestyle magazine for women doctors, On The Issues, a women's political quarterly, and Oncology Times, a newspaper for cancer doctors.
In 1999, Sandroff became health editor for Consumer Reports, where she worked for 15 years and was promoted to Editorial Director for Health and Family. During her tenure, she brought readers cutting-edge coverage of such key health issues as drug pricing, dangerous nutritional supplements, vaccine safety, hospital ratings, health reform and the secrets of successful dieters. She headed up the monthly newsletter Consumer Reports on Health (circulation 680,000); and oversaw health, food and family coverage for Consumer Reports magazine (circulation 4 million) and ConsumerReports.org (circulation 3 million). She also created the annual magazine Food and Fitness and pioneered the AdWatch video series, which critiqued the messages of TV drug ads for consumer audiences. Sandroff supervised a staff of 14, including physicians and other experts, editors and writers, and worked closely with the product testing, advocacy and health ratings staff.
Sandroff has awards from the American Society of Magazine Editors, Sigma Delta Chi journalism society, Association of Health Care Journalists, National Mental Health Association, American Academy of Orthopedics, American Academy of Dermatology, American Geriatric Society, New York Newspaper Guild and the American Business Press, and received fellowships in fiction writing from the Breadloaf Writers Conference in Middlebury, Vermont. She is a member of the Association of Health Care Journalists and the PEN American Center.
Gayatri Sapru is a writer with a background in research writing. She has previously worked as Editorial head for Culturetrip.com (India) and writes on topics ranging from culture and identity to business, technology and politics. She obtained her Masters in Anthropology at the University of Oxford and has been writing freelance articles for various international organisations since.
Sally Saville Hodge has written about business and financial matters for many years, and has numerous journalism and communications awards to her credit. Her career has come full circle from her start as a business and financial reporter and editor with major print news outlets in Chicago; as owner of a communications firm specializing in thought leadership strategies and writing; to her work today writing and ghostwriting on business and financial topics. In addition to articles and blog posts, Sally has written executive summaries, white papers, brochures and e-books on topics as diverse as brand and marketing strategy, management, insurance, the law and investment and finance. For more about Sally, visit her website at www.hodgemediastrategies.com and check out her blog where she holds forth on just about anything that tickles her fancy.
Phil Scott is a freelance journalist, author of seven books, and a big Ernest Hemingway fan.
Rick Seaney is an internationally known air travel expert and airfare analyst, making him the media’s go-to source for breaking aviation industry news. The CEO and co-founder of FareCompare.com sees his mission as helping consumers save money every time they fly. Rick writes weekly columns for ABC News, USA Today and FoxNews.com. He is quoted regularly in the pages of the New York Times, Wall Street Journal and Huffington Post.
Kabir Sehgal was a vice president in emerging market equities at J.P. Morgan in New York. He has traveled to over twenty-five developing countries to gather and generate investment advice for large multi-strategy institutional investors. He helped place the Alibaba IPO, the largest in history. He began his career by founding an online educational network.
He is the New York Times and Wall Street Journal bestselling author of six books includingCoined, Walk in My Shoes (with Andrew Young), A Bucket of Blessings, The Wheels on the Tuk Tuk, Festival of Colors, and Jazzocracy.
He has written for Fortune, Foreign Policy, MarketWatch, New York Observer, Harvard Business Review, TheStreet, CNBC, Quartz, ZeroHedge, and Atlanta Business Chronicle. He has appeared on CNN, PBS, NPR, C-SPAN, CNBC, Bloomberg, Fox News, and Fusion.
Sehgal is a Grammy-winning producer, composer, musician, librettist, and liner note writer. He produced “The Offense of the Drum” by Arturo O’Farrill and the Afro Latin Jazz Orchestra, which won the Grammy for Best Latin Jazz Album. He also produced “Cuba: The Conversation Continues” that was recorded in Havana and Grammy-nominated for Best Large Jazz Ensemble Album. He has been featured as a record producer in The New Yorker, and he co-founded an arts non-profit organization that merged with the Afro Latin Jazz Alliance.
He serves as an officer in the United States Navy Reserve, served as a speech writer on a presidential campaign, and is a term member of the Council on Foreign Relations.
Sehgal is a graduate of Dartmouth College and the London School of Economics. He is an Atlanta Braves fan.
Shobhit Seth is a freelance financial writer, derivatives trader and consultant specializing in derivatives pricing and quantitative research. His career spans over 14 years as a Product Manager (Derivatives, Financial Data & Risk Management) at leading financial services companies across the UK, Europe, US and India. He has written extensively on topics pertaining to Derivatives Pricing, Derivatives Combinations & Structures, and Derivatives Trading Strategies. A lot of his work is available at www.FuturesOptionsETC.com, a site on Derivatives Trading which Shobhit owns and maintains. Shobhit also has expertise in index based products and ETFs, and he conducts training sessions on derivatives and related financial topics.
Shobhit has a Master’s degree in Financial Management (Specialization in Derivatives & Quantitative Research) from the Netherlands and a Bachelor of Technology degree (Electronics & Communications Engineering) from India.
Sarrah Shah is currently a financial manager for Children’s Hospital Los Angeles, overseeing the portfolios of USC’s Keck School of Medicine’s Developmental Neuroscience research faculty. She has over eight years of experience in research finance with a focus on asset management, financial innovation, research strategic planning, internal consulting, and forecasting. She is presently a CFA candidate and formerly graduated from the University of California, Berkeley with a concentration on political economics. Her other expertise includes SQL querying, risk assessment, and economic indicator strategy analysis for the foreign exchange market. Connect with her today on LinkedIn.
Rakesh Sharma is a freelance journalist interested in the intersection between business and technology. An alumnus of the Medill School of Journalism at Northwestern University, he has written for Active Trader, India Abroad, InvestorPlace, and Forbes.
Todd Shriber got his start in financial markets as a reporter with Bloomberg News. Later, he became a trader at a Southern California-based long/short hedge fund where he specialized in trading sector and international ETFs leading up to and during the financial crisis. He would later become the web editor at ETF Trends and is now back for his second stint as the ETF editor at Benzinga.
Shriber has been quoted in the Barron's, CNBC.com and the Wall Street Journal. His work has been published on Web sites such as Benzinga, ETF Daily News, ETF Trends, Minyanville, MarketWatch, Fox Business and Nasdaq.com.
Shriber has a degree in broadcast journalism from Texas Christian University.
David Siegel is a digital media executive with over 18 years of experience leading organizations through innovative product development, rapid revenue growth and traffic acceleration. He is currently the CEO of Investopedia, the largest finance and investing education site, which currently reaches over 20 Million monthly unique visitors. He most recently served as President, Seeking Alpha, a crowdsourced investment research business with over 4 Million registered users. There, he oversaw all U.S.-based functions - sales, marketing, product and business development. Under his leadership, digital media sales grew by 30% and subscription sales by over 300%.
Prior to Seeking Alpha, he served as the Senior Vice President and General Manager of Everyday Health’s Local Division, which connects consumers to health care professionals. Leading a large team, for the fastest growing division of the company, he built out specialty content sites, directories and marketing services for physicians, payers and hospitals.
Ellen Simon is freelancer who previously worked for The Associated Press and The Star-Ledger, Ms. Simon has covered the economy, the stock market, telecommunications and the retail industry. Ms. Simon was part of a team that won the “Best in Business” award from the Society of American Business Writers for “Meltdown 101” in 2008; she also won the Newswoman’s Club of New York Front-Page Award in 2005 for coverage of a Colgate program that paid for executives’ movie rentals and dog walkers. Ms. Simon is a graduate of Northwestern University’s journalism school, where she was a campus stringer for The New York Times.
Neha Sinha holds an MBA in Finance and Strategy from Indian School of Business, Hyderabad and is a qualified Chartered Accountant from India. She has been an auditor at the Deloitte Mumbai, India office and has also freelanced for the website wikinvest.com, creating profile pages on listed Indian companies. She is currently pursuing her CFA certification.
Neha's expertise, by virtue of her education and work, lies in accounting and auditing. However, she enjoys tracking sectors and companies - especially new age technology and internet-based ventures and emerging markets. Writing has always been her first love and she is always thrilled to travel.
Tim Smith has over 10 years of experience in the financial services industry and has worked for top tier investment banks such as Goldman Sachs, Merrill Lynch, Citigroup and Morgan Stanley. He has a strong passion and in depth knowledge of the financial markets, particularly in equities, forex and CFD’s (contracts of difference) and helps investors and traders seize opportunities in the market leveraging from his commercial experience.
Tim has a Bachelor of Commerce from Deakin University, where he majored in management and marketing. Today, Tim is a part time trader and freelance writer.
Currently I am a stay at home mom of two, living in Southwestern Montana. I graduated from SUNY Plattsburgh with a degree in Environmental Studies. After graduating I moved to Alaska where I lived for 9 years working for the Forest Service.
Shehryar Sohail is a senior financial services advisor at one of the world’s most reputed, respected and largest professional services firms, EY. His clients include some of the most recognized Banks, Investment companies, Asset Management companies, and Insurance companies. Shehryar’s diversified and in-depth professional work experience together with a variegated skill-set and a record of academic performances (including a national position, and several high-achiever awards in Financial Management and Performance Management) makes him a valuable contributor for Investopedia. Shehryar is currently a CFA Level III candidate, an ACCA Affiliate, and a Certified Accounting Technician. He will be earning his Bachelors Honors Degree from Oxford Brookes University early this spring, and already holds an Advanced Diploma in Accounting and Business. Further, he has been teaching Economics and Finance to college students for several years, and has recently identified his love for trading and investing in the stock exchange. He is known as a guy whose experience, education, and maturity are much advanced for his age. You can reach Shehryar at email@example.com or connect with him through his Linkedin account.
Lex Sokolin (@lexsokolin) is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous, the leading research firm for the financial sector, helping clients understand, leverage and invest in innovation. Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform built on roboadvisor DNA. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine. Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank.
Lex is a contributor of thought leadership to CNBC, Techonomy, ThinkAdvisor, Investment News, and RIABiz, was named to the InvestmentNews “40 under 40” list of industry leaders and is one of ThinkAdvisor’s IA25 influencers. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.
Brandon Spottswood is the Founder & CEO at AdvisorBid™, the first and only patent--pending company to automate financial advisors' transitions through a social media marketplace. Brandon’s deep industry knowledge and experience has helped well over a billion AUM of advisors transition to a new network and find a new home. Connecting to opportunities and transitioning in the financial services industry prior to AdvisorBid™ generally originated as a referral from a friend within the industry, or exposure to a company’s marketing through advertisements. While word of mouth will always be one of the strongest marketing resources, it's only a drop in the ocean full of opportunities available for advisors. AdvisorBid™ saves advisors valuable time and money, and maximizes money-making potential for them and their clients.
Join The Leading Financial Services Network for FREE with no membership fee at www.advisorbid.com
- Receive offers from the nation’s leading broker-dealers simultaneously
- Bid on book of businesses for sale
- Sell your business for top dollar
- Recruit advisors to your network
- Breakaway and start or join an existing RIA
- Advertise your company on advisor dashboards
Investopedia AdvisorBid Unique Link: http://advi.so/INVESTOPEDIA
Crystal Spraggins, SPHR is an HR practitioner and freelance writer with a niche in careers and the workplace.
Crystal has 27 (yikes!) years of work experience, 15 as an HR generalist helping small- to mid-sized companies develop policies, programs, and procedures that increase profits, maximize efficiency, and enhance positive employee relations; 9 as an editor, and 3 as a dual HR writer/HR practitioner.
Crystal is an advocate for healthy workplaces, civil discourse, and the benefits of not taking oneself too seriously. She writes for clients and on her blog, HR BlogVOCATE.
Bill Sprouse is a freelance writer and editor with ten years experience covering commercial real estate, mutual funds and banking regulation. He also covers local news in and around his hometown of Atlantic City, New Jersey.
His writing has appeared in The Philadelphia Inquirer, Roads & Kingdoms, the Beijing Youth Daily and Balloon Life magazine.
Ravi Srikant recently graduated with an MBA in Finance and has cleared all three levels of the CFA exam. The financial crisis of 2008 was a life-changing event for Ravi as it helped him decide on his future career path. His other areas of interest include geopolitics and history, and their interaction with the economy.
Julie Rains is a mortgage-free, debt-free personal finance writer. She began investing in her 20s soon after landing her first real job. She writes about personal finance, mortgages, investing, and related topics at various online media outlets, including her own blog Investing To Thrive. Julie is a graduate of The University of North Carolina at Chapel Hill, where she earned a Bachelor of Science in Business Administration and a concentration in Finance. In her free time, she enjoys cycling, running, hiking, and hanging out with her husband and two sons. Follow Julie on Twitter @CarolinaRains.
Josh Steiner, CFA, is a Managing Director and Financials Sector Head at Hedgeye Risk Management. He has over a decade of buy-side and sell-side experience at firms including Amaranth Group and Millennium Partners. He holds a bachelor’s degree in economics from the University of Rochester. You can follow him @HedgeyeFIG.
Anthony Stich has one goal: to develop a team of exceptional marketing leaders across the globe, empowering them with the latest methods of strategic planning, content development, and lead generation to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand.
Jeremiah Strider has been a Certified Public Accountant since 2008. He possesses significant experience advising clients and colleagues on tax and financial reporting issues. Jeremiah is an active member of the American Institute of Certified Public Accountants (AICPA) and its Personal Financial Planning (PFP) section. Additionally, he holds series 7 and 66 securities licenses and provides comprehensive financial planning and investment management services to his clients. Jeremiah understands that readers are often looking for accurate, concise, and clear explanations to their financial questions. Rather than using industry jargon, Jeremiah intends to write pieces that readers can easily understand and apply as necessary.
Justin Strohschein is a financial market technician with 5+ years of experience researching and trading in equity, foreign exchange, and commodity markets. He believes that investment decisions must be made from a logical conclusion of what the market is saying, and uses technical analysis to confirm when to enter a position, but more importantly, when to exit a position.
Justin is currently pursuing the Chartered Market Technician designation to further strengthen his technical analysis skills and is passionate about sharing financial literacy education.
John Summa, Ph.D., is the founder and president of OptionsNerd.com LLC. He co-authored "Options on Futures: New Trading Strategies and Options on Futures Workbook" (2001). He is also the author of "Trading Against The Crowd: Profiting From Fear and Greed in Stock, Futures and Options Markets" (2004), which presents contrarian sentiment trading indicators and trading systems for stocks, futures and options. Founded in 1998, OptionsNerd.com provides professional training and educational support to stock, options and futures traders. Summa is an economist, author, options trader and former professional skier, and he presents small-group, online and in-person training seminars.
A native of Detroit, Michigan, George has also lived and studied in Germany, France, Singapore, China and Japan. He was a high school exchange student first in Germany with Youth for Understanding, then in Japan for a year with Rotary International. As an undergraduate at American University in Washington, DC, he studied for a semester abroad in Beijing, then completed his Masters in Economics as a Mombukagakusho Scholar at Meikai University just outside of Tokyo. Later George completed his Masters in Investment Banking at INSEAD, where his courses where split mainly between Singapore and France.
While George has also worked as an English teacher at both the Elementary and Junior High School levels, his first position in the finance industry was as a fund account at Franklin Templeton in Ft. Lauderdale, Florida. He's also worked as a sell-side analyst at Macquarie Securities in Tokyo, covering advertising, media, internet and games companies. He currently works as a sales specialist for FactSet in Tokyo, where he manages a small team focused on the company's portfolio performance and risk analytics products.
George has achieved his Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certificate in Investment Performance Measurement (CIPM) designations. When he's not working or studying, George enjoys reading science fiction novels, vegetable gardening, and playing sports with his wife and four children.
I am a syndicated business and finance writer. My work has been published by various media outlets including Yahoo!, Reuters, AOL, MSN, The Houston Chronicle and much more. I have served as a Sr. Contributor for The Motley Fool and is the Retail Stock Expert for About.com. I've been interviewed by Crains Chicago Business and his work has been referenced in the Triangle Business Journal and by The Great Place to Work Institute.
You won't hear any jargon about charts, rapid trading or short-selling from me. My goal is to encourage investors to think of stocks as ownership in actual businesses and to invest over the long-term. Expect the best coverage of the businesses that matter most to you.
Before beginning my writing career I was a Director at Fortune 1000 consulting firm. In my role I oversaw the acquisition and development of every business most valuable asset, it's people. I earned a Bachelors of Arts degree from Eastern Illinois University where I studied Economics and Communications.
JP Taillon started his financial career making loans to small businesses. After getting is CFA title he joined an alternative investment firm in Montreal Canada acting as an analyst in hedge fund selection for institutional clients. After four years of analysing the sophisticated alternative investment strategies he moved to the little known world of Wholesale Electricity Trading. He was later named Chief Operating Officer of HRS Plant-E Corp based out of Montreal. JP is also passionate about technological disruption of traditional economic models. He likes to comment business strategy, technology and philosophy. JP and his father Gerard J. Taillon have established a Leadership scholarship at his local highschool which has recently celebrated its 10th annual award. He has a cross-disciplinary bachelor degree from the University of Western Ontario. JP also engages in various philantropic activities with a focus on Mental Health awareness and prevention. An avid mountain biker and respectable golfer, combining either activity to exotic locations is his definition of a perfect vacation.
Evan Tarver is a business development specialist with dynamic experience in the technology industry, and is a self-proclaimed "business nerd." He believes that entrepreneurship is the key to massive self-improvement, incredible self-growth, and lasting change.
Connect with him and read his blog at Business and Self-Improvement.
Lindsay Taylor has nearly two decades of experience tracking and investing in bonds, equities and real estate. A business journalist earlier in her career, Lindsay later joined Citibank as a Credit Analyst, before transferring to Bear Sterns as a Mortgage Risk Analyst. Lindsay is currently the Assistant Vice President-Default Portfolio Analyst at JP Morgan Chase, a position she has held since 2012. Follow Lindsay on Twitter or check out her blog.
Poonkulali Thangavelu has written on topics ranging from investments and personal finance to mortgages and commercial real estate finance during the course of her financial journalism career. She has written for both B2B and B2C outlets, including National Mortgage News, National Real Estate Investor, Bankrate, Seeking Alpha, Multi-Housing News and REIT magazine. Her work has been picked up by various national newspapers and syndicated to outlets such as Yahoo! Finance, Fox Business, MSN Money and Fidelity. She holds degrees in Finance, Economics and Journalism and likes to explain business and financial topics. Her Twitter handle is @marketmoves.
Teresa Tharakan is a Dubai-based writer and editor. She has worked as an editor in investment banks such as Lehman Brothers, Mumbai, following a 10-year span in news magazines. She has written several articles that have been published in the Indian media. Her experience includes training analysts in PricewaterhouseCoopers, Mumbai, in written communication and the structuring of reports.
Connect with Teresa on LinkedIn.
Anton has twelve years of financial services experience and more than 10 years of academic experience, teaching finance, economics and mathematics to graduate and undergraduate students. His research interests include the effects of securitization and rational default behavior on mortgage credit extension.
Anton is the Curriculum Director for the New York Institute of Finance.
B.Bus.Sc (Finance), University of Cape Town
B.Com (Economics, Hons), University of Cape Town
PhD (Economics), Simon Fraser University
Securitization, Loan Modification and the Supply of Subprime Mortgage Credit in the US, Risk Governance and Control: Financial Markets and Institutions, Vol.3, Issue 3-1, 2013.
Insurers and Credit Derivatives, Derivatives Week, November, 2002.
Credit Risk Equivalent Exposure: Some New Thoughts, (with R. Jones), Risk, September 2002.
Does Money Supply Endogeneity Matter? A Comment, (with J. Whittaker), South African Journal of Economics, Vol. 57, No. 2, 1989.
Why does the Reserve Bank set the Interest Rate? (with J. Whittaker), South African Journal of Economics, Vol. 55, No. 1, 1987.
Anton’s professional experience includes positions at Swiss Re (Managing Director, Head of Market Risk), Chubb Financial Solutions (Executive Vice President, Head of Financial Products), American International Group (Vice President, Risk Finance) and Wells Fargo Bank (Manager, Management Sciences Group). He served as a consultant to Standard and Poor’s (Structured Finance Ratings), where he developed statistical risk models for CDOs of RMBS. From 2006 through 2013, Anton held the position of Adjunct Professor and Executive in Residence at the Segal Graduate School of Business at Simon Fraser University. He has lectured at IESE Business School (New York), British Columbia Institute of Technology, University of Cape Town and University of the Western Cape.
I have always had a passing interest in the markets during the course of my university studies, but it was not until I signed up for the CFA exam that my eyes were truly opened to the world of investing. After starting my own trading account, and suffering some hiccups and painful lessons during the initial months, I discovered the immense opportunities present in the world of options trading. With the help of some amazingly talented industry veterans whom I've been blessed to call my mentors, I sought out and acquired as much information as I could on my new found passion. I draw my expertise from my background in Economics, CFAI reading materials, self-studies and the school of hard knocks. I prefer to trade commodities and index ETFs based on macroeconomic events that affect things on a global scale, through the use of directional neutral options strategies. Although my education is by no means complete, I hope to share all that I have learned from my studies and my own experiences trading so that I may help others in their journey along the wild and wacky world of finance.
R. Brad Thomas is an acknowledged expert on commercial real estate investing and more specifically, Real Estate Investment Trusts (or REITs). Brad has been actively involved in commercial real estate for more than 25 years and he has purchased and/or arranged financing for close to $1 billion of investments across multiple property sectors.
Over the years, Brad has provided nationwide real estate brokerage, construction services, development services,and capital market solutions for a variety of clients. With a passion for assisting investors, Brad enjoys researching and writing on REITs – an $800 billion industry in the US.While some are not certain whether to own REIT securities, Brad has become the “go-to” analyst enabling investors to build wealth by investing in REITs with a margin of safety.
Brad currently also contributes for The Street, Seeking Alpha, Forbes.com, and The Motley Fool, where he writes and researches on publicly-traded and private real estate companies. He is a prolific writer and his web-based articles generate over 2.5 million page views annually. In addition, Brad is the editor of The Intelligent REIT Investor, a monthly newsletter on REIT investing. He has also appeared in Kiplingers, Barron’s, Forbes Magazine and Institutional Investor. He has also appeared on national radio and television including Fox Business News and NPR.
Brad is currently writing two books: the first is about the legendary real estate investor Donald Trump, and the second is called REIT 101: Everything You Need to Know.
Brad received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball and he was member in ROTC. He has been a member of ICSC for over 25 years and he is active in many speaking panels and investment conferences.
Prior to joining Hedgeye Risk Management, Tom was the head of healthcare investments at Dawson-Herman Capital Management, which he joined after working as an analyst at W.P. Stewart. His industry background includes medical research at MZT Holdings and at the Harvard/MGH Cutaneous Biology Research Center.
Tom holds a bachelor’s degree in biology from Vassar College and a master’s degree in biochemistry from Dartmouth College.
Michelle is an experienced financial journalist and analyst, who has spent the majority of her career working in a live trading environment. She has completed trading analysis for top investment banks, and managed a commodities desk at a major newswire. Michelle's undergraduate degree is in geology and resource economics, and she is currently studying for her CFA level 1.
Thom Tracy is a Health and Welfare Consultant, who has over 25 years experience advising individuals and groups in matters of Property and Casualty, Life and Health insurance and basic investing. Currently, Thom advises large group employers with respect to benefits and Affordable Care Act compliance, with particular expertise in self-funded arrangements. Follow Thom on Twitter or check him out on LinkedIn.
Simpler Trading is the market leader in interactive financial trading education. Founded in 2010, the company has provided expert guidance and coaching to over 350,000 customers across the USA and globally. Simpler Trading's veteran team combines over 200 years of market experience and provides in-depth knowledge and actionable, real-time trading advice across stocks and equity options as well as futures and Forex. Using state of the art technology, Simpler Trading delivers daily training to thousands of users via webinars, one-on-one coaching, live trading, interactive chat rooms and mobile solutions.
Andrea has been self-employed since 2002 and has learned about entrepreneurship from the inside out!
Andrea's official training is in finance with a degree from the University of Iowa. Upon completion she worked in banking. With additional career opportunities to follow involving work in corporate finance with budgets and forecasts, taxes, and retirement investing both in the United States and in Australia. During this time she completed her MBA from Creighton University.
In 2002 she left the corporate world and started an event planning company. While loving the event planning world the hours did not fit her family goals. Thus in 2007, she planned her final wedding and opened a bookkeeping business.
That bookkeeping business has morphed into what is Take a Smart Step today. Along the way she got her coaching certificate, created processes and workbooks galore (cause she loves structure), and learned way more than she ever thought she could about running a small business.
Andrea now guides business owners to maximize profits while ensuring they invest those funds for their future.
Oleksandr Tsependa is an investment professional with over 6 years experience in corporate finance, business development and investment banking, with particular interest in agriculture, consumer, and renewable energy sectors. He obtained his two master’s degrees in applied mathematics and physics, and in economics from two top universities in Russian Federation, and is currently an MBA Candidate at London Business School.
Scott Van Voorhis, a veteran financial journalist with over 20 years experience, spent the last eight years as a business reporter at the Boston Herald, during which he was recognized by the New England Associated Press News Executives Association for his reporting on the subprime mortgage market meltdown. He lives in Natick, Massachusetts, with his wife and three children.
Stephen's background includes working in the investment business since 1986. Most recently, he started and ran a successful subscription-based investment website, Alchemy Of Trading LLC, from 2005 to March 2015. Prior to that, for nine years he was a Portfolio Manager with a Registered Investment Advisor, responsible for all client portfolio decisions, stock analysis reports and recommendations. Before that he spent six years marketing mutual funds, insurance, and annuity products. He holds an MBA in Finance from the University Of Colorado, and a BA in English from the University Of Pittsburgh. Check out his blog Alchemy of Trading.
In addition to once being a full-time trader of equities and equity derivatives, Robert has also served as the lead financial analyst for a Forbes top-50 private corporation and as an analyst for an institution whose endowment is among the largest in the world. Robert has been profiled in such books as Trade with Passion and Purposeand Alexander Green’s The Secret of Shelter Island. He’s also featured in Karim Rahemtulla’s bestselling book, Where in the World Should I Invest? Robert is regarded as an authority in corporate finance, specifically in gauging the investment health of companies. Learn More >>>
Lori Wachs started her career in equity markets as a risk arbitrage analyst at Goldman Sachs. She joined Philadelphia-based Delaware Investments as an analyst in the company's small/mid-cap growth equity group in 1992, focusing on the consumer sector. In 1997 Lori was promoted to Vice President & Portfolio Manager, where she helped oversee the investment of $4 billion in various institutional and mutual fund products.
Active in marketing the investment products she manages, Lori has been featured regularly on ABC Good Morning America, ABC World News Tonight, CNBC, Bloomberg News and Fox News Channel as an expert on retail and consumer investments, fashion trends, buying behavior and retailing best practices.
In August of 2010, Lori and two former long-time colleagues from Delaware Investments launched a hedge fund, Cross Ledge Investments. The fund ranked in the top 15% of the HFR All Funds universe when it reached its three year performance record in August of 2013.
Lori Wachs is a Magna Cum Laude graduate and a Benjamin Franklin Scholar from the Wharton School of the University of Pennsylvania. She graduated with honors, and was elected to Phi Beta Kappa.
Justin Walton is a freelance writer with published articles on business, real estate, technology, lifestyle, world economics and personal finance. One of his articles for Investopedia was recognized as one of the "Top 10 Stories of 2015.” His unique perspective comes from over two decades of marketing, compliance and financial oversight experience in the sports and entertainment industries. When he is not writing, he enjoys camping, hiking, kayaking, and traveling with his wife and four children.
Brandt Weathers is an Economics PhD student at The New School in New York City. Born in Louisiana but raised in Texas, Brandt is professionally interested in financial regulation and personally enjoys biographies as context for economic ideas.
Daniel Weiser graduated in 2011 from Penn State University with a Bachelor’s in Finance. While at Penn State Daniel expanded his focus to include supply chain operations in addition to finance, and upon graduation pursued supply chain careers. Working in the retail and distribution industries, Daniel has experience across multiple supply chain disciplines including warehouse management, supply chain finance, inventory planning, and forecasting. Looking to expand his supply chain knowledge, Daniel will complete a Master’s in Supply Chain Management from Penn State University, during which he has focused on global economics and its impact on supply chain design and innovation.
Elliot S. Weissbluth is Founder and Chief Executive Officer of HighTower. Mr. Weissbluth’s commitment to disrupting the industry in favor of transparency and integrity has driven HighTower’s growth since he founded the company in 2007 in the midst of the financial crisis. The business model he pioneered combines the fiduciary standard for financial advisors with an open-source platform where providers of the industry’s top products and solutions compete for HighTower clients’ business. Mr. Weissbluth and HighTower continue to challenge the status quo by bringing transformative ideas and transparent solutions to financial services.
In 2015 and 2014, Worth named Mr. Weissbluth to its annual Power 100 list. He has also been named to Investment Advisor’s list of Top 25 Most Influential People in the Industry in 2012 and 2013, was ranked second on RIAbiz’s 2012 list of Most Influential Figures in the RIA Business, and was included on InvestmentNews’ 2012 Power 20 list. Mr. Weissbluth is a LinkedIn Influencer—a member of a prestigious, invitation-only group of thought leaders who share insights with the LinkedIn community on a regular basis.
Prior to founding HighTower, Mr. Weissbluth was President of U.S. Fiduciary, a boutique broker-dealer. Previously, he was Director of Marketing & Research at RogersCasey, one of the nation’s leading investment research and institutional Registered Investment Advisory firms before it was purchased by Capital Resource Advisors in 2002.
Mr. Weissbluth earned his Juris Doctorate from the John Marshall Law School and his Bachelor of Arts degree in English from Rice University. He sits on the board of the Chicago chapter of the Young Presidents’ Organization and is on the board of Endeavor Global, a global nonprofit that transforms emerging countries by supporting high-impact entrepreneurs.
Mr. Weissbluth is a frequent guest on major broadcast networks, including CNBC, Fox Business and Bloomberg.
Lauren Welch is an Accredited Financial Counselor, a financial counselor and owner of Thrive Financial Counseling. Lauren has clocked many hours working with individuals and families with financial challenges from debt disasters, the brick of bankruptcy, messy budgets and educating individuals without any past financial education to grow successfully and believe in themselves as managers of their money. Lauren specializes in working one-on-one with families to come up with money management plans, budgets and debt payment plans that work with each family, individually. Lauren has a unique way of looking at financial challenges, opportunities for change and helping people learn financial skills to last a lifetime.
Thrive Financial Counseling focuses on providing financial counseling, coaching and assistance to individuals, current and prospective small businesses and clients of direct service programs through non-profit organizations.
Lauren received her AS in Food and Beverage Management and BS in Sports, Event and Entertainment Management from Johnson and Wales University in 2007. Lauren is married to a Marine and has a son– currently living in Virginia. As a mother, Lauren has learned to be patient, show grace, get outside and get dirty and has learned a lot about Batman and Transformers, especially Bumblebee.
Dave Welling is Managing Director and Co-General Manager of SS&C Advent. He is focused on serving over 2,500 clients who operate as advisors, wealth managers, and high-net-worth asset managers. Dave brings 17 years of experience working with the industry’s largest and fastest-growing advisory firms.
William writes on business and finance, higher education and travel topics for online publications and business clients. Prior to his writing career, he worked as an economics instructor at Missouri State University campuses in Missouri and China. He holds undergraduate and graduate degrees in economics. Get in touch with William on Twitter.
Terri Williams has a long and versatile list of business, education, career, and lifestyle clients, including USA Today, Yahoo, U.S. News & World Report, and Robert Half. Her work has also been published in the online editions of The Houston Chronicle, San Francisco Chronicle, and Arizona Central.
In addition, Terri writes about issues in digital ethics for Loyola University-Chicago’s Center for Digital Ethics and Policy. Her work was included in “A Guide to Digital Journalism Ethics,” a book published by Loyola University in 2014.
Terri has a Bachelor of Arts in English from the University of Alabama at Birmingham.
Jennifer Wills is a freelance financial writer. She earned a Bachelor of Science in Psychology from the University of Wisconsin at Oshkosh and invested 13 years as a financial coach with Primerica, Inc.
Ms. Wills is the weekly financial blogger for clients throughout the United States, as well as the weekly blogger and grant proposal writer for Chix 4 a Cause, Ltd., a nonprofit organization in West Bend, WI. She is currently ghostwriting her first book. Check out Jennifer's blog.
Kapitall is a revolutionary investing platform designed to empower and engage users looking for a new way to play the market.
Kapitall Wire is a division of New Kapitall Holdings, LLC. Kapitall Generation, LLC is a wholly owned subsidiary of New Kapitall Holdings, LLC. Kapitall Wire offers free investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by New Kapitall Holdings, LLC, and its affiliate companies. Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.
Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. He is active on social media; you can follow him on Twitter and Google+. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. His work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.
Laura Woods is a Los Angeles-based writer specializing in personal finance, higher education, legal matters and marketing. She holds a Bachelor of Arts in Communications from the University of Pittsburgh and an MBA from Robert Morris University.
Amy Wu in a Washington D.C.-based business and technology writer who has contributed to Institutional Investor, The Deal LLC, and Red Herring. She has a master’s degree in journalism from Columbia University and spent six years reporting from Hong Kong.
Julie Young is a financial writer with comprehensive experience in the financial services industry. Julie has a Master of Science in finance from Boston College and a Bachelor of Science in finance from the University of Arkansas.
Jea Yu is a co-founder of Undergroundtrader.com, the premiere virtual trading desk and trader education site that has served over 10,000 traders, fund managers and investors worldwide since 1998. His brainchild was voted Forbes Best of the Web for four consecutive years under the active trader category. Mr. Yu has published four best sellers in finance and trading. His latest book “Way of the Trade: Tactical Applications of Underground Trading Methods for Traders and Investors” was released in August 2013, by Bloomberg Press and John Wiley and Sons. He has been a featured speaker all over the country at various expos and seminars who enjoys a standing-room-only reception in the largest convention halls from New York to Las Vegas. He is also a featured speaker for the prestigious International Speakers Bureau. Connect with him on Twitter and LinkedIn.
Tom has spent the last 30 years working with businesses small and large to provide superior retirement plan, employee benefit, and payroll solutions for their employees. Over the past 15 years, he has helped over 3,500 companies establish a new or improved retirement plan. Tom and his team at America’s Best 401k work directly with plan sponsors to create strategies and solutions for their retirement plans that meet both individual and corporate objectives. America’s Best 401k also recently launched ItsYourMoney.com, an educational resource delivering clear, actionable information to help business owners and retirement plan participants understand the impact of hidden fees on retirement plans. Prior to founding America’s Best 401k, Tom worked for two national recordkeepers in senior sales management positions and was also the Vice President of Corporate Retirement plans for Personal Capital, a Silicon Valley-based digital wealth management firm. He started his business career with Paychex in 1983.
Dina's comedic blog about the economy, Bureaucracy for Breakfast, has been featured on Marketplace on NPR and ABC's 20/20. She's the author of the book Brokenomics: 50 Ways to Live the Dream on a Dime, published spring 2015 by Seal Press. She's written for Forbes, Jezebel, The Hairpin, LearnVest, xoJane, and several other publications.
Leah Zitter is a professional writer, researcher and reporter with over 10 years in writing and training in journalism, marketing, search engine optimization (SEO), search engine marketing (SEM) and technical writing.
Ms. Zitter is completing her Ph.D. in scientific research. She specializes in personal finance, fintech, real estate, and marketing psychology. Her niches include: Marketing economics, behavioral economics, identity economics, personal finance, real estate, bitcoin, digital economics, forex, investing, deep web and online research. Check out Leah's blog or connect with her on LinkedIn .
Kristina Zucchi, CFA, is a freelance financial writer, investor, and consultant. For over a decade, she has worked as an equity analyst for buy-side investment companies and in the private equity sector. Kristina's consulting work has focused primarily on cyclical, industrial and healthcare companies, while she has also written extensively for publication on topics pertaining to investments and security analysis.