“I believe that life is about learning and growing and becoming the best human you can be – so that you can inspire others to live their best life.”

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If you know me, you know that for over 40 years, I have had a fascination with the stock markets. I founded, built and sold a Wall Street company and have traded over $14-billion in securities through my companies. I am proud that I have been able to earn exceptional returns for my investors over many years. It’s fun, and I feel like I am making a huge difference in my investing partners’ lives.

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I’VE SEEN IT ALL! 

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I have always been fascinated by the process of building wealth. More importantly, I want people to know that there are better ways to create portfolio returns (Alpha) than those told to us by Wall Street. My group of funds consistently outperforms the S&P 500 Index, but interestingly, takes substantially less risk.

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GOOD JUDGMENT COMES FROM EXPERIENCE, AND EXPERIENCE COMES FROM BAD JUDGMENT.

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I believe that in today’s world, you must learn to be nimble. If you always do what you’ve always done; you’ll always get what you’ve always gotten. That is why I take pride in teaching real-life principles about investing, wealth management, communication, health and relationships. Those are the real skills that we all need to know in the coming years.

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I hope you decide to join me! See you on the inside!