SZ

SZ



About
-18+ Years of experience managing stock portfolios
-Experience co-managing 2 equity ETFs
-Experience as an Equity and Alternatives Analyst
-Experience as a Derivatives Trader
-Experience as a Credit Default Swaps (CDS) Analyst
-Experience in Exotic Derivatives Valuation
-Experience in Financial Engineering

Education
Honors BBA in Finance w/Alternative Assets Specialization
Bachelor of Science in Economics w/Departmental Distinction
CFA Charterholder Candidate

Interests
Investments, Global Economics, Golf, Music, Biological Sciences
Donate winnings to scientific research for conditions including aging, cancer, and autoimmune conditions

Location
Based in Texas

Investment Style
Science-based Value Investing and Global Macro