I am President and CEO of Broadsword Capital, LLC, a Registered Investment Adviser in Charlotte, NC.
I have worked in global markets since 1987, witnessing first-hand some of the most tumultuous periods in financial history. Prior to forming Broadsword Capital I held roles as a sales trader to hedge funds and institutions, research analyst, proprietary trader, and buy-side head of desk; trading equities, options, currencies, and futures.
In addition to my role as a money manager, I am CEO of Alpha Capture LLC, a publishing company that runs a subscription service providing trade ideas and market commentary.
I hold the Chartered Market Technician designation and am a member of the Market Technicians Association (MTA), and the National Association of Active Investment Managers (NAAIM).