
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