Florida Investment Advisor, Ethics Expert #27649

I have 12 years of experience, and specialize in the field of financial services with specific knowledge in the areas of due diligence, investments and research. I have published on such topics as closed-end funds, economics and investing. I’m driven to enhance the risk management process for individual investors – where advanced techniques used for pension plans (such as liability driven investing and surplus optimization) can be easily implemented for typical non-institutional (i.e. retirees) investors.

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