CFP®, CIMA®, CMT / Client Portfolio Manager
A member of the portfolio management team at Nasdaq Dorsey Wright and is responsible for sales and service of investment strategies across Dorsey Wright’s funds, ETFs and SMA accounts.
Since joining Dorsey Wright in 2004, he has authored original research on the subject of technical analysis and speaks and writes regularly on the topic of momentum investing. He is a CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and a Chartered Market Technician.
He enjoys running and biking. He is married and has five children. He holds a B.S. from Utah State University with a dual degree in Finance and Economics.