Little House Capital
Senior Portfolio Manager and Strategist
Retire With Possibilities
Founder
Insight Financial Strategists Oct 2017 - Oct 2018
Chief Investment Officer, Wealth Strategist
Global Focus Capital Oct 2017 - Oct 2018
Managing Partner
Leuthold Weeden Capital Management Jul 2011 - Aug 2013
Director of Research, Senior Portfolio Manager
Education:
The University of Chicago Booth School of Business 1986 - 1988
Master of Business Administration, Masters, Finance
University of Minnesota 1982 - 1984
Master of Science, Masters, Applied Economics, Statistics
Iowa State University 1979 - 1982
Bachelors, Bachelor of Science, Agricultural Economics
Colegio Humboldt - Schule
Hedley Walter High School
Humboldt Schule - Costa Rica
Skills:
Hedge Funds Equities Portfolio Management Asset Allocation Asset Management Investment Strategies Investments Fixed Income Global Macro Etfs Capital Markets Stock Picking Alternative Investments Entrepreneurship Mutual Funds Strategic Thinking Strategy Trading Asset Managment Securities Equity Research Emerging Markets Tactical Asset Allocation Investment Management Bloomberg Fund of Funds Equity Derivatives Valuation Macroeconomics Financial Risk Structured Finance Institutional Investments Financial Modeling Portfolio Structuring Bonds Derivatives Options Structured Products Socially Responsible Investing Quantitative Finance
Interests:
Children Economic Empowerment Long and Short Investingglobal Poverty Alleviation Long and Short Investing Global Human Rights Flexible Investment Strategies
Languages:
Spanish
Certifications:
Series 65 Fsa Credential Holder Certified Professional Retirement Coach