Contributors

DailyForex.com is a leading portal for financial news and Forex broker reviews.  The company's goal is to provide Forex traders all of the information they'll need to trade successfully, from choosing a broker to executing trades.  DailyForex market news and technical analysis can be received by traders via email or mobile app to ensure that traders are never too far from the latest market developments.

• • 20+ years of experience creating content for online, print, and broadcast media outlets
• • Author of three books
• • Written over 250 articles for Investopedia

Experience

Daniel has more than two decades of experience in creating content on a variety of topics for online, print, and broadcast media outlets. He is a regular–often daily–contributing writer at The Motley Fool. His work includes over 250 articles on Investopedia.com. Daniel honed his journalism skills at the Boston Globe where he wrote for the paper and ran the business desk at Boston.com. His foray into newspaper writing expanded with jobs at the New Britain Herald and Bristol Press.

Before he worked in journalism, Daniel was a business writer and editor for Microsoft, working on its finance app in 2012.

He has spent nearly five years writing about diverse topics such as technology, consumer goods, and small business for The Motley Fool. Daniel is the author of two books, 50 Things Every Guy Should Know How to Do (2006), Easy Answers to Every Problem (2007). He is the co-author of Worst Ideas Ever (2011), published by Skyhorse.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Former staff reporter at The Wall Street Journal and Toronto Star newspapers
• • 20+ years of financial journalism experience in both print and online
• • Principal owner of consulting firm Capital Communications based in Ottawa, Canada

Experience

Joel is a former staff reporter of The Wall Street Journal. Based in Canada and Asia, Joel has written articles from Iceland to Indonesia, and covered topics ranging from macroeconomics and stock market regulation to the airline and high-tech sectors. He has also written for The Toronto Star newspaper and Maclean's magazine in his native Canada. Joel currently lives in Ottawa, Ontario, Canada.

Education

Joel received his master's degree in journalism from Carleton University.

Quote from Joel

"Being financially literate is, arguably, more important today than at any time in the past. Understanding everyday financial issues - from the interest rate charged on a home mortgage to the fine print on a car lease - helps people to make informed decisions that benefit and protect them. It is a privilege to provide this helpful information to those who seek it out."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Kate Bahn is an Economist at the Center for American Progress. Her work has focused on labor markets, care work, entrepreneurship, retirement, the role of gender and race in the economy, and inequality. In addition to her work on the Economic Policy team at CAP, Bahn has written about gender and economics for a variety of publications, including The Nation, The Guardian, Salon, and The Chronicle of Higher Education, and she is the co-founder of the blog LadyEconomist.com. She also serves as chair of the communications committee for the International Association for Feminist Economics and as moderator of the organization’s blog, “Feminist economics posts.” Bahn received both her doctorate and master of science in economics from The New School for Social Research, where she also worked as a researcher for the Schwartz Center for Economic Policy Analysis. She is also a millennial.

Keisha Bailey, a CFA and FRM charter holder, is an investment professional that has over 8 years practical experience across the Caribbean. During this time Keisha has undertaken roles in equity research, macroeconomic research, treasury management, portfolio management and risk management. Her bachelor’s degree is in the field of Actuarial Science where she graduated with the highest honours and her master’s degree is in the field of Business Administration and was completed at the Ivey School of Business at the University of Western Ontario. She has extensive knowledge of business, economics, financial markets, and industry trends. Keisha is also an award winning analyst in the Jamaica Stock Exchange Research Competition and has published equity research papers on companies across the Caribbean.

• • 10+ years experience as a finance expert. Founder of FinFix Research and Analytics Private Limited--an all-women financial research and wealth management firm.
• • Economics Honours graduate with Masters in Economics specialising in Macroeconomics and Econometrics. A Chartered Financial Analyst (CFA, ICFAI), her work appears regularly on credible platforms such as Nasdaq.
• • She has been published/quoted on TheStreet, The BRICS post, The Tribune (India), Dalal Times, Karvy’s Invest & Harvest, SeekingAlpha, Commerzbank’s Thinking Ahead, The Economics Times, the Times of India, Entrepreneur, and BusinessWorld.

Experience

Prior to founding her own company, Prableen headed the Research at Vantage Wealth Management Solutions, overseeing mutual funds, economic trends, financial markets. She also managed the compilations of the monthly compendium moneytree, designed to educate investors on stock markets and investments. Adding to an array of experience and academic strengths, Prableen also taught Investment Analysis and Macroeconomics at the Royal Thimphu College (RTC), Bhutan. She eventually began her entrepreneurial journey with FinFix in 2014.

Education

Prableen received her Masters In Economics (Macroeconomics, Econometrics), Chartered Financial Analyst (CFA, ICFAI)

Quote from Prableen

"It's very satisfying to be able to explain complex concepts in a way that interests and educates people, and see them implement that knowledge in making smarter and wiser financial decisions."

Follow Prableen

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LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Timothy Baker, CFP® is the founder and CEO of WealthShape, a Connecticut based independent advisory firm built on innovation, responsibility and the real world application of research.

Tim has held positions as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. He created WealthShape after spending more than a decade traveling across the United States educating investors from all walks of life. His goal is to help clients understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve their quality of life.

WealthShape delivers evidence based investment solutions and high quality advice at a low cost. Clients are provided access to all investments, goals and progress in one easy to understand, secure location. The company operates under the belief that financial planning shouldn’t be static but rather vibrant and ongoing all while upholding the highest level of fiduciary responsibility.

Tim works with individual clients, businesses, and institutions in Connecticut and throughout the country. He has appeared numerous times as a guest on Wharton Business Radio and frequently contributes to media outlets including Financial Advisor IQ, The Wall Street Journal, CNBC and The New York Times.

He is a CERTIFIED FINANCIAL PLANNER™ professional holding a Bachelor of Science and Masters of Business Administration from Southern Connecticut State University where he was a 4 year member of the track and field team.

• • 25+ years of experience working in the financial, real estate, and nonprofit fields
• • Specialties include direct response sales copy, editorial copy, case studies, white papers, landing pages, order pages, autoresponder email series, video sales letter scripts, lead generation pages, lift notes, and promotional emails
• • Serves on the board of many nonprofit organizations

Experience

Barbara has over 25 years of experience working in the financial, real estate and nonprofit fields. During these years she held many executive positions Bankers Trust, Wilmington Trust, Bank of America Private Wealth Management and Merrill Lynch.

Additional background includes service on the boards of the several nonprofit organizations including the Hibiscus Children’s Society, the Astral Foundation, the McKee Botanical Garden, and the Vero Beach and Indian River Humane Societies. She has also worked with a 501(c)(3) classical performing arts organization as president.

Barbara began her freelance writing career in 2011. She freelances through her company, Barbara Research Group, and Barbara Proofreading. Topics she writes about include, but are not limited to, investments, mutual funds, and exchange-traded funds (ETFs). Her work features on sites such as Investopedia, Forbes, MindShift, Mauldin Economics, BabyBoomer Plays, and many more.

Barbara is a member of the Professional Writers' Alliance as well as many professional writers' forums on LinkedIn. She has completed eight courses with American Artists and Writers Inc. (AWAI).

Education

Barbara earned her Bachelor of Arts degree in History with a minor in Economics from Wellesley College.

Professional Designations

Barbara holds a Financial Industry Regulatory Authority (FINRA) as well as Series 7 and 66 licenses.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

A former Wall Street consultant, Louis Basenese helped direct over $1 billion in institutional capital before co-founding Wall Street Daily, where he served as Chief Investment Strategist. Louis' tenure at the helm of Wall Street Daily was highlighted by a seemingly endless series of double- and triple-digit winners for subscribers.

• • 10+ years experience as a freelance writer
• • Formerly a marketing officer and consultant for TIAA-CREF
• • Tutors students in writing and SAT prep

Experience

Michael Bauch is a freelance writer who lives in New York City. He frequently writes about financial and investment topics. He is an experienced marketing communications professional and journalist. His professional experience ranges from management to staff and freelance positions. Lately he has contributed his experience and expertise as a writing and SAT tutor, for which he has held company-based and self-employed positions. Michael holds a bachelors degree in communications from Hunter College and an MA in journalism from New York University.

Education

Michael earned his bachelor's in Communications from Hunter College.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Pierre-Olivier Baudot is the founder and chief executive of a multi-family office in London, Baudot Private Office (www.baudotprivateoffice.com), which offers unbiased investment advisory services to wealthy families and institutional clients.

Prior to that, he was the Head of Competitive and Market Intelligence for JPMorgan’s Trust Bank in London and Hong Kong. Pierre also worked as a consultant for six years at Cap Gemini Ernst & Young in Paris, London, The Netherlands and Singapore.

Pierre graduated from Ecole Centrale de Marseille, a French “Grande Ecole”, and holds an MBA from the University of Michigan in the United States.

Connect with him on LinkedIn.

• • 15+ years of professional journalism, copywriting and ghostwriting experience and founder of WritePunch Inc.
• • Writes compelling content for an array of publications, ad agencies and companies across the globe and has ghostwritten six published books.

Experience

Amy Bell is a freelance copywriter, journalist and founder of WritePunch Inc. Armed with nearly two decades of professional writing and marketing experience, Amy has a knack for crafting compelling copy that captivates readers and drives audiences into action. She tackles copywriting projects for an array of ad agencies and companies across the globe—from Tampa, Florida to Atlanta, Georgia to Los Angeles, California to Zagreb, Croatia and beyond.

Amy also contributes insightful articles to a variety of publications and websites. With tons of research, writing and interview experience and a genuine passion for the written word, she can produce riveting content about practically any topic. She has also ghostwritten and/or edited eight published books.

Over the years, Amy has written for cable TV networks, financial companies, colleges and universities, real estate clients, luxury hotels, veterinarians, software developers, agricultural pubs, parenting websites, technology startups, insurance trade pubs, architectural firms and even the funeral industry. Her client list includes Cartoon Network, TNT, TBS, The Weather Channel, Robert Half, Babble, Michigan State University, Chase, Oglethorpe University and more. She works hand-in-hand with clients to create impossible-to-ignore websites, articles, blogs, print ads, radio and TV spots, brochures, billboards, direct mail pieces and social media campaigns. A self-professed word nerd, Amy relishes every day as a freelance writer, and she takes on each and every writing project with enthusiasm.

Education

Amy graduated from the University of Georgia with a BA in Journalism and a minor in English in 1999.

Quote from Amy

"I genuinely enjoy writing about finance to help consumers make smart financial decisions. My goal is to break down even the most complex topics into an easy-to-understand, entertaining narrative. After all, finance doesn't have to be boring!"

Follow Amy

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jonathan Berr has been a financial journalist since 1997 and is a former reporter with Bloomberg News and TheStreet.com. At Bloomberg, he was awarded the Loeb award, one of the most prestigious prizes in journalism, for uncovering SEC violations at Raytheon. Berr was also part of a team at DailyFinance that was cited for feature writing by the New York Press Club. He has been a regulator contributor to both MSN Money and AOL's DailyFinance. His freelance writing has appeared in numerous publications including American Banker, The New York Times, The Philadelphia Inquirer, Business Week, the Boston Globe, and Risk and Insurance. Among his passions are his family and his skill in translating gobbledygook into plain English. He is a proud resident of the state of New Jersey.

• • Founder and managing editor of Moneycation™, a personal finance blog with over 1 million page views
• • Published on several platforms, publications include 3 books which offer practical insight on investments, business, and personal finance
• • Served on the Helium, Inc. Editorial Advisory Board and has won the Global Post award for citizen journalism

Experience

Working under the pseudonym, A.W. is a knowledgeable author and editor with primary focuses on real estate sales, financial services, financial education, and corporate documentation. A.W.'s articles appear on many platforms, including Investopedia, Motley Fool, The Houston Chronicle, Consumer Media Network, the Global Post, eHow Money, and 55Places.com. As the managing editor of Moneycation™, a personal finance blogging website with over 1 million page views, he connects businesses, financial bloggers, and writers. A.W. oversees thousands of financial articles and news updates which help educate and inform readers about current economic events. His larger works include three Moneycation™ books, the Guide to Personal Finance, the Guide to Business, and the Guide to Investing which provide practical advice. Through his rich background of work, A.W. shares his sound experience on business and personal financing, marketing, investing and savings, and real estate.

Education

A.W. holds a Graduate Certificate in Forensic Accounting and Accounting from George Mason University School of Business, and earned his Master of Business Administration in Finance and Marketing from the University of Missouri.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 30+ years of experience in the financial services industry
• • Founder of RT Best Consulting
• • Industry thought leader and writer for multiple publications

Experience

Richard has over 30 years of experience in the financial services industry. His tenure includes work as an adviser, management director, and director of training and marketing at John Hancock, Signature Resources and ADVISYS, Inc.In 2009 Richard founded RT Best Consulting. His firm seeks to help financial service firms to more efficiently optimize their marketing, sales, training and management functions. 

As an industry thought leader Richard has also written extensively on a broad range of financial topics. He is a featured personal finance columnist on the websites of more than 50 regional banks and is the exclusive content provider for a leading developer of financial adviser websites. Richard’s writing covers personal banking, investing, retirement, wealth management, public companies and more.

Education

Richard has a Bachelor of Arts in public administration from the University of California, Davis.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Marty Biancuzzo's technology research is already the most sought after in the industry. Since joining Wall Street Daily, he's broken news on some of the biggest market-moving catalysts of the year, including the digitization of city infrastructures, neuroengineering breakthroughs and the Twitter IPO. 

Mona Bijoor is the founder and CEO of JOOR, the world's largest online wholesale marketplace, serving more than 150,000 retailers worldwide. In 2013 Fast Company named JOOR one of the 10 most innovative companies in style.

Samuel Black is a private derivatives trader located in Central TX, USA.  He recently launched www.AllOrNoneBets.com, an advisory for exotic all-or-none option trades on various financial instruments."

John Black is currently retired. Previously, he was a senior analyst and trader for a $20bn global hedge fund. Mr. Black earned an MBA from Wharton.

• • 5+ years of experience in public accounting
• • 5+ years of experience in personal investing
• •  5+ years as Senior Auditor with Ernst & Young, LLP

Experience

Andriy Blokhin has five years of Big Four public accounting experience in private equity, real estate and technology companies. Andriy holds master's degrees in both accounting and economics, as well as a CPA license (currently inactive). Andriy has done personal investing since 2013 and is a contributor for Seeking Alpha writing investment ideas for short and long positions in equities.

Education

Andrew received a Master of Science in Financial Accounting from the University of Notre Dame and Master of Arts from University of Virginia in Economics.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Founder and Editor at TradersLog.com, covering market news and analysis since 2007
• • Founder of the Chicago Traders Meetup Group, one of the largest communities of traders in the U.S.
• • Contributor at financial outlets such as TheStreet.com

Experience

Dan has over a decade of experience in the trading industry. He started out as a floor clerk at the Chicago Mercantile Exchange (CME) in the currency futures pits. He progressed to working as a proprietary trader off the floor trading the bund overnight. Later, Dan worked as a retail futures broker. He founded TradersLog.com which has received ten's of millions of page views to date. Dan worked with many leading industry experts on creating educational webinars and archiving them on their YouTube channel.

Education

Dan earned his Bachelor of Arts in Philosophy from the College of Wooster.

Quote from Dan

"I enjoy connecting the dots in the world of market analysis and sharing what I find online. Information available on the internet is leveling the playing field in the world of trading and I hope to contribute to that as much as possible."

Follow Dan

LinkedIn

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 14+ years of experience as a personal finance expert
• • Writing targets consumers, investing, student loans, and credit and budgeting
• • Work appears on many online media outlets

Experience

Casey is a personal finance writer who targets the consumer in her writing. She has more than 14 years of background writing about consumer credit, investing, student loans, and budgeting. Casey's writing style is fresh and easy to read, breaking down complex topics into understandable articles.

Her work appears on the Motley Fool, Forbes, The Street, Main St, LifeHacker, Gizmodo, MoneyTalksNews, MSN, Seeking Alpha, Business Insider, U.S. News, Investopedia, and on many other outlets. You can also find her work syndicated on Yahoo Finance.

Casey works as a lifestyle reporter at HuffPost. She has worked as a finance editor at GOBankingRates.com, a content director and editor-in-chief at Consumer Track, and as an executive editor for Studen Loan Hero. Casey was a speaker in 2013, 2015, and 2017 at the Financial Blogger Conferences.

Education

Casey earned her Bachelor of Arts Cum Laude in English with a concentration in writing at Loyola Marymount University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Daniel Bonfil graduated from Tecnológico de Monterrey majoring in Financial Management within the top percent of the graduating class. Having held several internships during university, he gained relevant work experience in client relationships, financial planning and cash-flow analysis in three different multi-national companies.

After graduating, he worked as an External Debt Analyst for the Mexican Ministry of Finance where he developed financial analysis and analytical skills. In addition, he gained capital markets exposure participating in liability management and debt issuance for the Government. He participated in developing market and strategy presentations, wrote significant parts of the 18-K prospectus, recent development and due diligence updates working directly with the U.S. Secretary’s and Undersecretary’s offices.

Daniel Bonfil is a Spanish native speaker, proficient in English and French and is currently studying Japanese. He has an active sports life and is an enthusiast of traveling, cinema and Asian cultures. Follow Daniel on Twitter, connect with him on LinkedIn or check out his blog.

• • 6+ years of experience as a global economic and financial analyst
• • Has experience as an independent consultant specializing in small business solutions and economic and financial content development
• • Think tank strategist and published author

Experience

H.S. has over six years of experience in global economic and financial analysis. He specializes in macroeconomics, fundamental analysis, labor market and industry research, business development and the technology sector.

His background includes working with the private, government and not-for-profit sectors. H.S. serves as a Senior Macroeconomics Analyst for Finances.com., a financial news portal serving the world’s financial markets. As an independent consultant, he specialized in small business solutions and economic and financial content development.

H.S. is a think tank strategist and published author. He contributes to Finance.com and Investopedia. With more than 4,000 articles, reports, e-books, and white papers written, his work regularly appears in both peer-reviewed and industry-specific research journals.

His Investopedia work also appears in syndication on Yahoo. He is an expert analyst, and you will find his work referenced in research, newsletters, and on numerous websites.

Education

H.S. received his Bachelor of Arts degree from the University of Windsor, and earned his master's degree in economic public policy at McMaster University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jessica Bosari is a personal finance blogger focusing on topics important to families such as budgeting, home ownership, insurance, household management, retirement and higher education. She has spent the last four years as the lead editor and blogger for Savingtools.com, a site dedicated to saving money and frugal living. Her work has also appeared on Wisebread.com and Forbes.com. Prior to working as a personal finance blogger, Jessica spent 13 years in the insurance industry, managing both personal and commercial insurance matters. She hails from Plymouth, Massachusetts.

Sam Bourgi is a contributing writer to Investopedia.com, where he brings eight years of progressive experience in economic research, financial market analysis and public policy. An expert analyst, writer and financial market commentator, Sam has been featured in some of the world's leading financial news outlets, including Barron's, CBOE and MBA. Serving both industry and government, he has produced authoritative reports covering finance, labour and technology. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.

• • Financial writer and consultant with extensive knowledge of the securities markets
• • Worked for numerous financial institutions including State Street Bank, Moody's Analytics and Citizens Commercial Banking
• • Penned more than 500 articles, appearing in publications such as Forbes, The Washington Post and Fortune Magazine

Experience

Charles Bovaird is a financial writer and consultant with strong knowledge of securities markets and investing concepts. His ability to deliver concise, thoughtful and engaging content is evident by the hundreds of articles he has written, appearing in top investment publications.

Moody's Analytics selected Charles to finalize a new style guide, and he has a demonstrated talent for deciphering and conveying complex subjects. Charles has previously created all of the industrial finance training programs for a company with a large staff. This training was designed specifically for writers covering the global asset markets and other investment-related topics.

Education

Charles received his Bachelor of Arts degree in mathematics and political science from the University of Massachusetts Boston in 2008.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 19+ years as the founder and owner of the St. Louis Test Preparation where he provided tutoring and training in accounting and finance.
• • 3+ years as co-founder and chief educator for accountinged.com where he provides training for accounting professionals, and corporations
• • Author of multiple books including 'The CPA Exam For Dummies'

Experience

Ken Boyd is the Co-Founder and Chief Educator for accountinged.com and owns St. Louis Test Preparation (accountingaccidentally.com). He provides tutoring, podcasts, blogs, articles and speaking services on accounting and finance. Ken is also the author of a number of books including 'Cost Accounting For Dummies', 'Accounting All-In-One For Dummies', 'The CPA Exam For Dummies', and '1,001 Accounting Questions For Dummies'. 

Ken owns St. Louis Test Preparation (accountingaccidentally.com). He blogs and creates podcasts via Accounting Accidentally. He has also contributed to the Magoosh CPA Blog and is a former CPA, Auditor, Tax Preparer, and College Professor at St. Louis University. Ken has hosted and created podcasts, videos, and speaks nationally on investment topics. For more, please see Ken's profile on LinkedIn.

Education

Ken earned his BSBA from the University of Kansas.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Xavier Boyer studies Finance at Laval University. He works at a business consulting firm and is interested in pursuing a career in corporate banking.

• • Investopedia Contributor since 2014
• • Lead Writer for NapkinFinance.com
• • Co-Author of I Am Net Worthy, a Millennial-focused book on financial independence

Experience

Claire has been writing about personal and corporate finance, retirement planning, investing, and tax policy since 2013.

Claire believes that financial literacy resources and investing education should be readily available to everyone, so she enjoys making complex topics accessible and engaging. Her keen attention to detail and head for numbers have made her a perfect fit for Investopedia.

Education

Claire received her bachelor's from Willamette University with a degree in Psychology.

Quote from Claire

"I know many people find investing and financial topics overwhelming. As our cultural and economic landscape continues to change rapidly, it's more important than ever for everyone - from new college grads to retirees - to feel comfortable and competent when it comes to financial planning. I consider my role in the industry to be that of a facilitator: breaking down intimidating concepts and making financial literacy accessible to all."

Follow Claire

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Katie Brewer, CFP® started Your Richest Life because she believes that every professional should have access to a financial coach. She believes having a financial plan and a coach to go with it can make the difference in meeting financial goals or not. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. She believes that you don’t have to feel afraid about your money when you are in control of it!

Katie has over 10 years of experience working with clients and their finances.  She has worked with financial technology pioneers as well as smaller boutique firms focused on high net worth individuals. She has expertise in balancing retirement planning with debt payoff, figure out where that hole in your budget is occurring, investing in your first or second home, maximizing your employee benefits to create wealth, as well as other financial planning topics.  

Katie is an author for Money.com, she has been quoted in articles in The New York Times, Forbes, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. In order to become a CERTIFIED FINANCIAL PLANNER™, Katie had to complete six educational courses, have at least three years of financial planning experience, pass an examination with an average pass rate of 60-65%, and adhere to strict ethics requirements. She earned her Bachelors of Science degree from Texas A&M University, her MBA from Texas Tech University, and she completed her Personal Financial Planning coursework at Southern Methodist University.

Katie lives in the Dallas area, but she’s originally from Austin and gets back there whenever she can. She met her husband at the Mexican food joint where they both worked while in college and it was love over guacamole. They have a four-year old daughter who’s a play-doh artist. When she’s not coaching her financial clients or spending time with her little family, Katie likes to sing soprano in a philanthropic choir, scoot around town on her Genuine Buddy scooter, and get outdoors for a hike or a concert whenever she can.

• • 30+ years of experience in stock analysis, trading, and portfolio management
• • 11+ years of writing with over 600 articles covering individual securities, portfolio strategy, and market outlook
• • Founder, owner, or principal of five companies

Experience

During Alan more than 30 years of experience, he has worked in the capacity of a trader, analyst, portfolio manager, writer, and business founder. Alan has over nine years of trading fixed-income and mortgage or asset-backed securities with Kidder–Peabody, Credit Suisse First Boston, and West LB Asset Management. During his 15 years as an analyst and portfolio manager, he worked with Criterion Investment Management, West LB Asset Management, Nicholas Applegate, Piedra Capital, and Management CV, Inc.

For over 11 years, Alan is a contributor to Seeking Alpha, Leafly.com, and the 420 Investor newsletter. He has more than 600 articles focused on midsized companies, trading and investing strategies, and focused market-sector investing. Alan prides himself in providing unbiased information and helping investors and companies make connections that benefit both parties.

Over the last 11 years, Alan's has founded, been the principal, or owned five companies. His three most recent ventures, New Cannabis Ventures, 420 Investing, and 420 Funders, focus on the cannabis industry. His other businesses Invest by Model and AB Analytical Services, were subscription services. These services provided model portfolios for individuals and customized research for Registered Investment Advisors (RIAs), respectively.

Since 2014, Alan's primary investing interests centers around the burgeoning cannabis industry. His New Cannabis Ventures, (2015), is a digital news outlet giving information on the companies and investors in the cannabis industry. The 420 Investing, (2013), is an online community speaking to the cannabis industry. Between 2014 and 2015 his 420 Funders business connected cannabis companies and capital investors.

Education

Alan earned his Bachelor of Arts in Economics from Northwestern University.

Professional Designations

Alan is a Chartered Financial Analyst (CFA).

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years as a freelance financial and economics writer
• • Currently writes for a number of different publications including Glassdoor and the Impactive: The Impact Investing Exchange
• • Areas of expertise include labor economics, the employment market and personal finance

Experience

Sarah Brodsky has been a freelance financial and economics writer for more than ten years. She currently writes for a number of different publications, including Glassdoor, Skyword, and Impactive: The Impact Investing Exchange. She also has extensive copyediting experience, working with online publications such as the Mercatus Center at George Mason University and OneSpace. Her written work has also appeared in the Springfield-News Ledger and the St. Louis Business Journal. Brodsky's areas of expertise include labor economics, the employment market, personal finance and investing. 

Education

Sarah graduated with an undergraduate degree in economics from the University of Chicago.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Sarah Brodsky writes about personal finance and economics. Her work has appeared in the Springfield News-Leader, Mixergy.com, the St. Louis Business Journal, and other publications. She holds a bachelor's degree in economics from the University of Chicago. 

• • 10+ years experience working and writing in personal finance
• • Former Content Editor of large online lending corporation
• • 4+ years as a personal finance blogger

Experience

Sarah Brooks is a personal finance writer and blogger. She graduated from ASU with a degree in finance over 10 years ago and has been writing about finance for over five years. Formerly the Content Editor of a large online lending company, she now focuses her time on freelance writing and blogging. Sarah is passionate about both saving money and increasing income, and shares her journey on her personal blog called The Frugal Millionaire. When she's not creating budgets and doling out financial advice, you can find Sarah spending time with her husband and three daughters.

Education

Sarah received her bachelor's from Arizona State University with a degree in finance.

Quote from Sarah

"I'm passionate about helping others' gain control of their finances - through both saving money and increasing their earnings. I believe in teaching people to figure out what's most important in their lives and spend their money accordingly. Whether you're hoping to stay home with your kids or build a solid emergency fund, I'm happy to point people in the right direction!"

Follow Sarah

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Website

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Floyd Brown boasts a lifetime of political involvement, ranging from political appointee in the Reagan campaigns and consultant to the Bush, Dole and Forbes presidential campaigns - to his current role as the President of the Western Center for Journalism, a nonprofit dedicated to informing and equipping Americans who love freedom. 

Gord Nuttall has a passion for finance and investing matched by his award winning writing abilities.  Gord is self-taught passive investor who loves to teach others about investing and savings strategies.

• • 23+ years of professional experience writing about personal finance and business topics
• •  18+ years serving as a financial advisor, vice president, and director at institutional and retail investment firms
• • Published first book of fiction in 2011 and has written several award-winning short stories

Experience

Tim Brugger is a full-time freelance writer, who founded and manages Quality Content, LLC, located in Tigard, Oregon. Writing for a variety of clients globally, much of Tim’s work reflects his 18-year tenure in financial services, with topics that span investing, personal finance, economics, entrepreneurship, and international business. 

Tim began his career as a financial advisor, adding training and managerial roles at multiple retail investment firms as his experienced progressed. Ultimately, Tim worked his way to the institutional side of the business, where he served as vice president and manager at two independent equity research firms.

Although he continues to write business and informational articles, including digital content, for financial organizations, Tim enjoys assignments where he can engage in a more creative and varied writing style. In fact, Tim’s heart lies in writing fiction. He published his first book of fiction in 2011, called "The Lives of Stupid People Volume 1;" and has authored a number of award-winning short stories.

Education

Tim studied business at the University of Oregon.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years as a freelance writer specializing in travel, credit cards and personal finance
• • Worked for over five years at American Truck Business Services (ATBS), specializing in growing net income for owner-operator and company truck drivers
• • Runs the OneSmartDollar.com and CardJournalist.com websites

Experience

Sean Bryant is a Denver based freelance writer specializing in travel, credit cards and personal finance. With more than 10 years of writing experience his work has appeared in many of the industries’ top publications.

He holds a Bachelor of Arts degree in economics. He also runs OneSmartDollar.com and CardJournalist.com. Sean spent several years working for American Truck Business Services (ATBS), specializing in increasing the net income for owner-operator and company truck drivers, and he contributed to helping over 100,000 drivers facilitate their back-office administration tasks.

Education

Sean received a Bachelor of Arts degree in Economics from the University of Iowa’s Tippie College of Business.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Nearly 20 years of experience in the finance industry
• • Freelance financial writer since 2014
• • Writing specializes in e-commerce, financial technical business, cryptocurrencies

Experience

Working as a freelance writer is a second career for Celan . During her first career, she obtained 5 years of experience in investment banking and corporate finance. Celan worked with General Electric Medical Systems, FreddieMac, CitiGroup, SunTrust Bank, Intel, and JPMorgan in this first phase of her career life.

She became a freelance writer around 2014 and writes productively on many topics including business, forex, company insight, government and monetary policy, mortgages and credit, banking and venture capital, e-commerce, and cryptocurrencies. She believes in and encourages stainable business practices–helping businesses find a balance between their profits, their customers and employees, and being environmentally sound. Celan has contributed to Nadex.com, Seeking Alpha, The Motley Fool, AOL, blog.apruve.com, The8Percent.com, and Investopedia. She wishes for her work to be free and available to the public.

Education

Celan has a Master of Business Administration degree with a focus on finance.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

T.D. Bryant II is currently pursuing a Masters of Business Administration with a concentration in Finance from The University of Houston Downtown. He holds a Bachelor of Science in Agriculture with a concentration in Economics from Prairie View A&M University.  He has previously worked for Monsanto Company and as a Research Fellow at Kansas State University.

Mr. Bryant is a member of the Houston Economics Club and Alpha Phi Alpha Fraternity Inc. During his time at Prairie View A&M University, Bryant was a member of 2009 SWAC Championship team and served as Mr. Prairie View A&M University 2012-2013.

Ben Buchanan has managed a small family office for the past 7 years, and joined with two colleagues in 2014 to start an asset management company structured as a Registered Investment Advisor. The goal of any portfolio Ben builds for clients is to maximize the long term risk adjusted returns as measured by the CAGR/MaxDrawdown over the period. This is accomplished in most cases by combining assets whose correlations have a high likelihood of diverging (or at the least a low probability of converging) during chaotic periods. In addition to managing vanilla public market assets, Ben has extensive experience analyzing alternative investments, including: commodity pools, start-up companies, frontier investments, and hedge funds. Connect with him today on LinkedIn and Twitter.

• • 12+ years as an investment manager
• • 6+ years as an educator in U.S. History, Civics, Economics, Finance, and Mathematics
• • Writer for publications such as Seeking Alpha

Experience

Nathan Buehler is a well established writer on the VIX and its related exchange traded products. Nathan also provides coverage on publicly traded companies, commodities, and personal finance/budgeting. Not only is Nathan a writer, but he is also a teacher. His drive to help others doesn't end in the classroom. This is evident by the time and commitment he gives to his readers through personal feedback and open discussion of topics. He has written articles on topics such as economics, investing, and finance.

Education

Nathan received a Master of Business Administration in Strategy and Finance from Western Governors University and a Doctor of Education in Educational Leadership and Administration from American College of Education.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 11+ years of experience working as a freelance financial content writer
• • Formerly an adjunct instructor for a course in communications
• • Formerly a Corporate Communications Coordinator

Experience

Stacey has more than 11 years of experience working as a freelance financial content writer. She is a contributor to BusinessInsiders.com, GoBankingRates.com, ReviewJournal.com, NewsObserver.com, GoInsuranceRates.com, and the New Jersey Newsroom. Her work for Consumer Track, Inc. includes articles about banking and interest rates, finance, credit, and paying off debt. Stacey wrote about insurance for Wired Rhino, Inc. and careers for Key Ambition, LLC. She was a staff writer for Krome Magazine, where she covered self-help, inspiration, and beauty content.

Before becoming a freelance writer, Stacey worked as the Corporate Communications Coordinator for Mallinckrodt–Covidien, a provider of healthcare products. During her time there she managed the firm's intranet content, wrote company newsletters, and worked with community relations. Stacey also worked as an adjunct instructor at Ashford University, where she taught a course in communications.

Education

Stacey earned her Master of Arts in Communications at Saint Louis University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Kristin Burgess is an attorney and writer. In her legal practice she has worked in corporate and public finance, with a special focus on municipal finance and government debt. She writes about topics in economics, politics and personal finance. Kristin received her law degree from Yale and studied Economics and Political Science as a Macaulay Honors Scholar at Lehman College - C.U.N.Y. Follow Kristin on Twitter, connect with her on LinkedIn or check out her website.

• • 10+ years of writing written about politics, the economy, finances, and random events on his blog, TheCenterLine.com
• • Wrote for more than 3 years as Investment Editor for the Wall Street Sector Selector newsletter
• • Written over 80 articles published on Investopedia.com

Experience

John became involved with the markets in 1975. At this time, he worked in the A.G Edwards booth of the Chicago Board Options Exchange (CBOE). After he began blogging in 2008, he published numerous articles on a wide range of investment topics which include exchange-traded funds (ETFs), the Federal Reserve, and fixed income investing. His stock analysis covers various sectors such as technology, energy, and the Cannabis industry.

John wrote about investing in ETFs for the Wall Street Sector Selector newsletter for over three years. He continues to write for his blog and for Investopedia where he has over 80 published articles. Here, his writing ranges from the analysis of small- and large-cap stocks, alternative investments, financial technology, and company insights. On his blog, TheCenterLane.com, he posts on a wide array of topics including UFOs, politics, and the economy.

John is an alumnus of Boston College and the Illinois Institute of Technology–Chicago-Kent College of Law.

Education

John received his Bachelor of Arts in Speech Communications and Philosophy from Boston College, and earned his Juris Doctor from Chicago-Kent College of Law at the Illinois Institute of Technology.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Justin Weidner is a graduate from Kenyon College with a B.A. in philosophy. His favorite philosopher is Michel de Montaigne. Justin has studied The Business of Electronic and Dance Music at New York University and is currently pursuing a certificate in Entertainment and Media Business through the NYU School of Professional Studies. He enjoys pop culture and is writing a book in his spare time.

Jennifer Calonia is a reputed journalist covering breaking news about banking, savings, loans and personal finance that matters most to your wallet. Her features and helpful savings tips encourage and empower households across America to achieve financial balance.

Bruce Campbell is a web designer specializing in data visualizations and a writer whose work has appeared in Scientific American Explorations, Working Woman and Industrial Design. 

• • 5+ years of experience in finance and investments
• • Web content writer contributing articles to major publications and companies, such as QuickBooks and Flint.com
• • Former head trader for McClellan Capital

Experience

Chase is an equity research analyst with Raymond James Financial, Inc. He began his career on the campus of the University of Florida negotiating sales contracts for Odyssey Newspaper, operating as portfolio manager for a student investment fund, and co-founding and operating as Vice President for the Florida Wealth Management Association, a student organization dedicated to increasing financial literacy and an interest in financial services professions. In 2013, he founded and served as the head trader for McClellan Capital, an asset management firm. In addition, Chase has written dozens of articles on a variety of financial topics published for well-known publications.

Education

Chase is a graduate of the University of Florida, where he received a Bachelor of Science in Finance.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Nell Casey is a Melbourne-based writer, speaker and blogger specializing in finance, entrepreneurship and career-focused topics. With over ten years experience across a range of professional and government industries, her work has appeared in a number of private publications, as well as online. Her goal is to inspire young women to find their passion, take charge of their finances and create a life less ordinary.

Anthony Casillas is a versatile and published writer who ties together the economic, psychological, social and historical forces at work in a given situation. He graduated from Saint Louis University with a Bachelor's Degree in Economics. His areas of expertise include analysis of macroeconomic trends, stock valuation and behavioral economics.

• • Started first business at the age on 8 on the Caribbean island of Montserrat
• • Successfully produced one-on-one candid interviews with some of the world's most influential and fascinating people, including Charles Koch (the world's 5th richest man at the time of recording) and Sebastián Marroquín (the only son of Pablo Escobar)
• • Named Caribbean Journal's Entrepreneur of the Year 2013

Experience

Warren Cassell Jr. is the Managing Principal of The Abella Group LLC. At the age of eight, he started his first business venture – a greeting card and graphic design company. After this, he embarked on a number of other ventures including an application development firm and a web hosting service provider. By the age of thirteen, he had done business with customers from several continents. Over the years Warren has been asked to deliver presentations on topics relating to entrepreneurship for organizations such as the Caribbean Telecommunications Union, the Eastern Caribbean Central Bank, the University of the West Indies’ Arthur Lok Jack Graduate School of Business, and the Caribbean Community and Common Market (CARICOM). He is currently a third-year student at The George Washington University in Washington, D.C. where he has been pursuing a bachelor’s degree in Accountancy and a minor in Spanish and Latin American Languages, Literatures & Cultures.

Education

Warren is pursuing his Bachelors from George Washington University in Accountancy with a minor in Spanish and Latin American Languages, Literatures and Cultures (currently enrolled as a Junior – expected graduation December 2019).

Quote from Warren

"I wake up every morning with a goal to inspire others. It’s the reason why I do what I do. I’m a teenager who believes that it is a person’s duty to live the life of their dreams and hopefully by living my life doing the things that I love — writing, investing and doing business, despite my age — I will inspire others to do what they love doing."

Follow Warren

Twitter

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Managing director at BlackRock
• • BlackRock’s chief retirement strategist
• • 20+ years of financial experience

Experience

Chip Castille is a managing director at BlackRock, the biggest asset management firm in the world. He is also BlackRock's Chief Retirement Strategist. He is responsible for the development, product management, and distribution of BlackRock's U.S. Retirement strategies and services, among other things. Prior to joining BlackRock, he served as a managing director at Wilshire Associates and chief investment officer for Wilshire Funds Management. He co-authored "Optimizing Manager Structure and Budgeting Manager Risk" for the Journal of Portfolio Management with John Pirone and Duane Whitney.

Education

Chip has a Bachelor’s degree in journalism from Louisiana State University and an MBA from Loyola University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Gaurav Chakravorty is a co-founder and Head of Strategy Development at qplum, an online asset management firm offering data-driven investment plans. Gaurav has been one of the early pioneers of machine learning-based high frequency trading. He built one of the most profitable algo trading groups at Tower Research from 2005-2010 and was the youngest partner in the firm.

Former CNBC and CNN Senior Correspondent Allan Chernoff is CEO of Chernoff Communications. He specializes in business writing, video production, media and speaker coaching and strategic communications services for corporate and not-for-profit organizations.

His writing has appeared in numerous publications, including The New York Times, The Wall Street Journal, Los Angeles Times, Financial Times, Newsweek and Money.

His book, The Tailors of Tomaszow, co-written with his mother Rena Margulies Chernoff, one of the youngest survivors of the Holocaust, is a communal memoir and history of the survivors of Rena’s hometown, Tomaszow-Mazowiecki, Poland.

Among his honors, Allan Chernoff is a six-time winner of best reporting awards from the Society of Professional Journalists' New York chapter, Deadline Club. He has won two National Headliner Awards; two New York Festival Awards; and a Prism Award. Allan’s reporting contributed to a CNN DuPont Award and his coverage of the Gulf of Mexico oil spill, Hurricane Katrina and analysis of economic issues in the 2008 presidential campaign were each part of CNN's Peabody Award-winning efforts.

Allan is a graduate of Brown University.

Allan Chernoff sits on the board of the Deadline Club of the Society of Professional Journalists, is a member and former officer of the New York Financial Writers Association, a member of the Authors Guild, a reader for EIES of NJ, a volunteer for the Interfaith Food Pantry of the Oranges, a career advisor for Brown University and has been a featured speaker at various charitable events. Allan served as an interviewer for the Survivors of the Shoah Visual History Project.

As a student of finance, economics, and philosophy at UBC (class of 2017), Herman enjoys providing simplifying explanations for what can seem like daunting topics in finance. He believes in the explanatory power of scientific thinking, rigorous, disciplined value investing, and in solving problems through building a better (mutual) understanding. If any of these principles resonate with you, Herman encourages you to take a look at this articles, in which he tries to provide simplifying explanations for the complicated mechanics of financial markets. If not, he hopes you can still enjoy reflecting on his contributions to the investing public’s knowledge, and can find takeaways. In any case, he welcomes intellectual engagement, and encourages anyone who finds the information in his  articles useful to get in touch! Be it for information, discussion, or disagreement, he is happy to connect with the wider community on Investopedia, and build upon our understanding of the economy together.

Chris Ciaccia is currently a freelance journalist covering a wide variety of topics, from ETFs to options to technology.  Prior to this, he worked for TheStreet as a technology reporter. He's also covered markets for Benzinga and worked as an analyst at GMAC and at Laurus Capital Management.  Chris has a bachelor's degree in finance from Seton Hall University.

• • 27+ years of experience working as a market analyst and strategist
• • Contributes articles to several media outlets, and many outlets cite his views frequently
• • Award-winning technical analyst and regularly speaks at events and gatherings

Experience

Colin Cieszynski, CFA, CMT has more than 27 years of experience in the investing world. Through his research, he tracks market trends for global indices, commodities, and currencies using both fundamental and technical analysis techniques. Cieszynski is a Chief Market Strategist with SIA Wealth Management, an independent wealth management firm. He was also a Chief Market Strategist for over 10 years with CMC Markets, a financial derivative dealer in the U.K. His background includes more than 11 years as a Market Analyst with Canaccord Capital, a full-service investment and banking firm.

Cieszynski has produced expert market commentary, relayed through several media outlets including broadcast, print, online and social media. He contributes a daily online editorial for the SIA Wealth–Morning Minutes blog. His work also appears in the Globe and Mail, Investing.com, Investopedia, and Seeking Alpha. Media outlets such as Reuters, MarketWatch.com, Morningstar.com, and Kitco regularly quote Cieszynski.

He frequently appears on business television networks BNNBloomberg and CNBC and radio through ABC News Radio–Australia, CBC Radio–Canada, and JAZZ-FM–UK. Cieszynski received the 2017 Technical Analyst of the year award and the 2017 Top Technician in Social Media award from the Canadian Society of Technical Analyst (CSTA). He is a speaker and presenter who has spoken at corporate events and trade associations such as the CSTA Canada, Toronto CFA society, and the CMT Association.

Education

Colin earned a Bachelor of Commerce with Honors from McMaster University in 1993. He also holds a BA with Honors in Fine Arts Cultural Studies from York University. Cieszynski earned a Chartered Market Technician Chartered Market Technician (CMT) in 2006 and a Chartered Financial Analyst (CFA) in 2000.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jonathan Citrin is a financial advisor, speaker, author, and educator.

A true thought leader in the financial services industry, Jonathan has devoted his career to researching and understanding the interplay between the human brain and financial markets, developing his own unique brand of financial theory and portfolio management, and educating the public in an effort to improve the way we invest, think, and live.

Jonathan has been a financial advisor for over 15 years. He began his career managing investment accounts at Morgan Stanley and Morgan Stanley Dean Witter. In 2003, he founded his own financial advisory practice, which is based in the Metro Detroit area. Jonathan oversees the firm’s investment portfolios, manages relationships with clients, and spearheads strategic planning and business development.

An international speaker and author, Jonathan has established himself as a powerful voice both inside and outside the world of finance. In his speaking and writing, Jonathan takes us on an enlightening journey deep inside the human brain, illuminating our fundamental emotions and their impact on the decision-making process. Using his rich insights into the human condition, he masterfully weaves together elements of financial theory, history, the humanities, and science.

Jonathan is regularly sought out for comment and analysis on the latest financial market developments by leading media including Bloomberg, CNBC, the Wall Street Journal, and Forbes.

Jonathan also possesses extensive experience as an educator. From 2007 through 2013, he was Adjunct Faculty of Finance at Wayne State University’s School of Business, where his classes included Security Analysis, Investment Policies, Advanced Corporate Finance, and International Finance.

The common thread that runs through all of Jonathan’s professional endeavors is his commitment to delivering excellence – in portfolio management, speaking, writing, and education – and driving positive change in our markets, our minds, and our lives.  

• • 30+ years of experience in market analysis
• • Specialties include the foreign exchange and commodities markets
• • Investopedia contributor since 2015

Experience

Tim Clayton is a financial sector expert with more than 30 years of expertise. He is the founder and managing director of Investica, Ltd. The firm offers content about the foreign exchange market and a subscription-based daily forex analysis newsfeed. Clayton founded his business in 2001 after working for more than 13 years with CTC, Ltd. 

Clayton became a contributor to Investopedia in 2015 where his topics focus on commodities and the forex market. He also contributes to Seeking Alpha and ForexFactory.com. An example of his work includes EUR/USD: Euro Current Account Protection, Resistance Tough to Break Down. In this study Clayton provides an analysis of the Consumer Price Index (CPI) and how it impacts the Euro/Dollar currency trade.

Education

Tim received a Bachelor of Arts degree in Economics in 1980.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 4+ years experience as a a financial writer
• • Founder of a business which offers customized media and analytics to clients
• • Became a contributor to Investopedia in 2016

Experience

Mike Colagrossi has more than four years of experience creating financial content for the online audience. He began financial blogging in 2014, as he worked with Alternative Investment Coach. Colagrossi provided analysis and information on alternative investment ideas for the firm. In 2015, he became the managing director of Activist Stocks. Activist Stocks is a subscription-based, boutique investment research and media outlet firm. It reports on actionable ideas and offers its members a quarterly newsletter and blog. In 2016, Colagrossi founded Colagrossi Media, a firm offering customized media content and analytics.

Colagrossi became a contributor to Investopedia in 2016. He researches and writes about company and sector analysis and investing ideas. An example of his work includes 'Investing in India: The Next Frontier?'. Here he looks at the demographics of the emerging Indian market and discusses investment opportunities and governmental encouragement.

Education

Mike is a self-taught analyst and investor.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Edwardo Comacho was born in Brooklyn, NY, was raised in Brooklyn, Queens and Manhattan, and had lived in all five boroughs of NYC by the age of 25.  Mr. Comacho is an avid reader, and makes a point to stay current in history, culture, and politics, especially with regard to Middle Eastern and Eastern European affairs.  At 25, he moved to Salt Lake City, Utah, where he engaged in a career in hospitality; Mr. Comacho worked at the Hilton Corporation as the manager of operations for the Salt Lake City Airport Hilton.  Seven years later, Mr. Comacho moved back to NYC to change careers, and pursue a college degree focused on education and early childhood development.  He plans to pursue a doctoral degree in developmental psychology.

Bret is a Software Entrepreneur and Founder of CrowdfundSuite, a Funding Hub that enable crowdfunding channel players and private capital industry stakeholders to successfully navigate and profit from the exploding Alternative Funding sector. CrowdfundSuite provides platform access, services and education across the spectrum of rewards, debt and equity crowdfunding models.Bret is a thought leader in the Alternative Funding space with six years of Crowdfunding Experience including launching Canada's first crowdfunding platform in 2008.  A former Executive with FundRazr - he helped raise over $40M for customers in 20 countries for personal, creative and charitable campaigns. He has founded and collaborated on multiple tech start-ups.  Bret blogs for ITBusiness.ca Blogger, is a frequent keynote speaker and Ambassador to The National Crowdfunding Association of Canada. His client list has included: InvestNextDoor, New Ventures BC, Angel Forum, Small Business BC, BC Innovation Council, Vancouver Enterprise Forum, EO, Community Futures, Early Exits, New Media BC and others. 

His early career was in brand management, advertising, marketing, strategy and technology adoption for Procter & Gamble and BC Lottery Corporation where he led brands including Crest, Scope, Vicks, Lotto 6/49, Sports Action and Scratch N' Win.

He lives in beautiful Vancouver with his wife and two active sons.  A wily defence men and oft-injured recreational athlete, Bret plays younger than his years.  He can be found off-hours skiing, biking, hiking, surfing and golfing with his family and friends.  He has served on the Board of Directors for the Stanley Park Ecology Society and has done extensive volunteer work with North Shore Winter Club hockey and West Vancouver Minor Baseball.

• • Nearly two years of experience as a financial consultant and broker with Charles Schwab
• • 9+ years of leadership and analysis experience as an officer in the U.S. Army and Reserves
• • Used her extensive analysis experience to review business risk exposure

Experience

Mary spent over nine years as an officer in the United States Army and the Army Reserves. During her service, she worked with strategic intelligence analyzing funding sources of local terrorist networks and anti-state organizations, senior Iraqi leadership, and assessing battle damage. This activity sparked her interest in the financial industry.

In the civilian sphere, Mary had the opportunity to use her expertise in analysis through her work with Charles Schwab as a financial consultant and broker. During her work with the Goldman Sachs’ Internal Audit Department, she gained greater insight on the rules and regulations governing the global financial industry. Mary also helped review business risk exposure with Lowery and Associates.

Her writing includes articles directed at veterans, as well as extensive work covering investing, mortgage lending, credit cards, and financial advice.

Education

Mary earned her Master of Business Administration with a specialization in Compliance, Risk, and Anti-Money Laundering from the University of South Florida.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

C.W. Copeland, Professor of Financial Services at The American College of Financial Services, a non-profit, accredited, degree-granting institution in Bryn Mawr, PA that has educated one in five practicing financial advisers in the U.S.

• • 17+ years experience in the financial services industry
• • Holds the Charter Financial Analyst (CFA) designation
• • 9+ years as an equity research analyst

Experience

Michael Corcoran is a freelance writer, who specializes in making complicated financial topics interesting and comprehensible to those who live and operate in the non-finance world. As a Chartered Financial Analyst with seventeen years of experience in the financial industry, Michael has a deep background in economics, financial markets and company analysis and valuation. 

Michael worked as an Investment Research Analyst at Lions Gate Capital, a long/short hedge fund where he covered energy, industrials, financials, consumer and healthcare before moving to Ziff Brothers Investments where he focused on long-term macro themes such as energy, innovation and demographics.

Education

Michael earned his bachelor's degree in political science from McGill University.

Quote from Michael

"Many people feel finance is boring and complicated – which is understandable given the way most financial pieces are written! But it doesn't have to be. I enjoy making difficult financial ideas easy to understand and interesting. And when people find something interesting, it is no longer intimidating."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Lou has worked as an investment banker and equity analyst at Lehman Brothers, as a credit analyst at Moody's, and as a distressed debt salesman at Merrill Lynch. He has a BA in Economics from the University of Virginia and an MBA from Cornell University's Johnson Graduate School of Management.

William Cowie spent 30 years in senior management (CFO/CEO) before retiring. He has a bachelor's, a master's, and a partial doctorate in management and strategy. He is a staff contributor at GetRichSlowly.org, and writes the blogs Bite the Bullet Investing (investing) and Drop Dead Money (the economy).

Daniel Cross, ChFC has been in the industry as an investment writer and financial advisor since 2005. His experience includes being Editor-in-Chief of a corporate newsletter aimed at employee education regarding investing and retirement planning, crafting thought-provoking whitepapers for financial service firms, and myriad pieces of work that can be seen on StreetAuthority, MoneyUnder30, Investopedia, Seeking Alpha, Morningstar, and many more.

He holds the Chartered Financial Consultant designation (ChFC) as well as Series 7 and Series 66 licenses, and has embarked on the arduous journey of obtaining the coveted CFA designation. Daniel lives in Florida with his wife, daughter, and two pet Tortoises ironically named Twinkie and Fluffy. Aside from contemplating the mysteries of the equity universe, he loves fishing, exploring America on the back of his Harley, and the most electrifying team in football: the San Diego Chargers. Connect with him on LinkedIn.

• • 10+ years of experience in the financial services industry. 
• • Currently an independent equity analyst, evaluating stocks, and is also a freelance writer
• • Received his designation as a chartered financial consultant from the American College in Pennsylvania

Experience

Daniel Cross is an equity analyst and a freelance writer with more than a decade of experience in the financial services industry. For the last 13 years, he has been evaluating stocks to advise investors of buy-sell recommendations. He also writes white papers for financial services companies. 

Daniel was previously a financial solutions advisor for Merrill Lynch and a financial advisor with Waddell & Reed. He began his career as a senior account representative with State Farm Insurance in 2006. His writing has appeared in a variety of financial publications including Seeking Alpha, MoneyUnder30, Morningstar and MutualFunds.com. He also does some ghostwriting for hedge funds, brokerage firms, and asset management companies that has appeared on TheStreet, Yahoo Finance, and Forbes.

Education

Daniel holds the Chartered Financial Consultant designation (ChFC) as well as Series 7 and Series 66 licenses

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years of experience in financial, automotive, and community journalism.
• • Covered personal finance, investing, and automotive topics for CNBC, Institutional Investor, Grow, and Time's The Drive
• • Profiled advertising work in CBS News, The Huffington Post, and Adweek

Experience

Joe is a journalist and advertising copywriter living in the New York area. He writes about business, finance, and automotive topics for CNBC, Institutional Investor, Grow from Acorns, Time's The Drive, and other organizations. His advertising work has been profiled in CBS News, The Huffington Post, and Adweek. Joe is a graduate of Boston University, where he studied journalism and history.

Education

Joe earned his bachelor's degree in journalism from Boston University.

Quote from Joe

"Financial decisions made today can reverberate for decades. It's rewarding to help inform people about their options."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

James D. Hamilton has been a professor in the Economics Department at the University of California at San Diego since 1992. He served as department chair from 1999-2002, and has also taught at Harvard University and the University of Virginia. He received a Ph.D. in economics from the University of California at Berkeley in 1983.

Professor Hamilton has published articles on a wide range of topics including econometrics, business cycles, monetary policy, and energy markets. His graduate textbook on time series analysis has over 14,000 scholarly citations and has been translated into Chinese, Japanese, and Italian. Academic honors include election as a Fellow of the Econometric Society and Research Associate with the National Bureau of Economic Research. He has been a visiting scholar at the Federal Reserve Board in Washington, DC, as well as the Federal Reserve Banks of Atlanta, Boston, New York, Richmond, and San Francisco. He has also been a consultant for the National Academy of Sciences, Commodity Futures Trading Commission and the European Central Bank and has testified before the United States Congress.

• • 10+ years of experience in financial publishing and editing
• • Formerly the managing editor of ProfitableTrading.com
• • Holds a masters degree in Journalism and Public Affairs

Experience

Stephen Simpson, CFA has been a freelance writer for more than 15 years, primarily covering topics related to investments, markets, and personal financial. Stephen has written over 6,000 articles on a variety of companies and investment subjects, including individual company/stock analysis, industry analysis, and personal finance topics. My work has been published on platforms including Seeking Alpha, Investopedia, and The Motley Fool.  He has formerly worked as an equity analyst for both sell-side and buy-side investment companies in both equities and fixed income.  Stephen's consulting work has focused primarily upon the healthcare sector. Mr. Simpson also operates the Kratisto Investing blog, where he blogs about stocks and the markets. Stephen is a chartered financial analyst (CFA) charter holder.

Education

Stephen earned a BS in Finance & Economics from Georgetown University

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Darius Dale is currently a Director and Partner at Hedgeye Risk Management, a leading independent financial research firm based in Stamford, CT. At Hedgeye, Darius is a senior analyst on the Global Macro team and a core contributor to the firm’s economic outlook and associated investment strategy views. He joined the firm shortly after graduating college in 2009 and is a two-time recipient of the firm’s employee of the year award (2010, 2011).

Darius’ expertise on markets and economies has led him to become a frequent on-air contributor to Fox Business and Fox News, as well as an in-print contributor to Bloomberg News.

At Yale, Darius received a B.A. in Political Science as was a highly decorated member of the varsity football team. He also held leadership roles in several on-campus organizations and received a public service fellowship from the Yale president to help run a summer sports camp for underserved youth in the New Haven area.

His heart for social service continues to this day, as Darius is involved in several philanthropic outreach efforts including serving on the junior board of Domus Kids and volunteering with the Mentoring Partnership of New York, Bulldog Cares and The Future Project. He is also a founding member of Hedgeye Cares, an internal 501c3 organization designed to organize and direct the philanthropic efforts of the entire firm.

Jesse Daley is a chartered financial analyst with over ten years of experience in the financial field with Prudential Financial and Vanguard. At Prudential, he started as a junior analyst with a focus on analyzing companies in the industrial sector. His analysis, research and projections were used to make investment decisions by the investment committee. Later, he took on more responsibilities related to communicating decisions made by the investment committee to clients. At Vanguard, Jesse was part of a team that created prospectuses, marketing material and communication for various sector-based funds. In this role, he helped retail and institutional clients understand Vanguard's sector-based funds and recommended the appropriate fund for their needs. Mr. Daley holds a Master of Science in Accounting from the University of Pittsburgh and a Bachelor of Science in Finance from Duquesne University.

• • Over two decades of experience as a freelance writer on a litany of topics
• • Worked over seven years as an editor for a technology marketing company
• • Financial advisor for more than seven years

Experience

Matt has more than 21 years of freelance writing experience through his company, Danielsson Enterprise. The topics he writes about include personal finance, insurance, stock picking, and mutual funds. However, you may also find his name attached to articles about bodybuilding, fitness, and technology. His writing has assisted small business owners as well as individuals in minimizing taxes, preparing for retirement, and creating suitable investment portfolios and insurance packages. Before starting his freelance business, Matt worked as an editor for TechTarget, a marketing company offering business-to-business (B2B), data-driven marketing from its over 140 technology websites. Matt also has more than seven years of experience as a financial advisor for Sweden-based Folksam Insurance.

Matt's work appears on Investopedia.com and on Financial-planning.com and in publications such as American Health & Fitness magazine and the National Taxpayer’s Union newsletter. His work may also be found as reposts on BalancedLivingNews.com, InsidetheNation.com, and has Yahoo syndication use. He has also co-authored a hiking book, Waterfall Lover’s Guide to Northern California.

Education

Matt received an Associate of Science in Accounting from Foothill College, and earned his bachelor's degree in accounting and finance from Excelsior College.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Rebecca Engmann Darst has covered financial markets in Europe and the United States for a broad range of online, broadcast and newswire outlets, including Forbes.com and CNBC. She spent several years as managing director of market intelligence on the floor of the New York Stock Exchange, and has since anchored interviews with a range of portfolio and asset managers regarding their views on multiple asset classes and the global macroeconomic landscape.  

• • 3+ years experience as a freelance writer
• • Former Currency Analyst at Economiccalendar.com
• • Contributor at Investopedia since 2017

Experience

Jignesh has been trading the markets full-time since 2012, focusing on currencies, equities, and commodities.  He made his first investment (into a GIC) over 25 years ago and has been actively investing and enhancing his knowledge of the markets since.  Jignesh utilizes a top-down approach that relies heavily on technicals to build a long-term view of the markets.  He is particularly fascinated by wave analysis and crowd psychology and continues to research these subjects extensively.  

Prior to his involvement in the markets, he was an entrepreneur for seven years and had worked for several leading multinational companies in the field of Information Technology for six years.

Quote from Jignesh

"I think it's true that money can't be happiness, but a lack of financial independence certainly can cause a lot of stress.  In this context, being able to help others improve their understanding of finance and investing has been one of the most rewarding aspects of my job."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Ever since I earned my first paycheck, the power of money instilled a lifelong impression on me. When I opened my first money market account, I wanted to know as much as I could about investing and how to make my money work for me. Passing the Series 7 Exam and my time spent working as an Investment Representative truly equipped me with the knowledge to help others understand investing. This is something I have done since I started in the financial services and continue to do even after moving on from that industry. 

I perform consulting work now, but I am always willing to help those that are curious to know more about personal finance and investing as I find sincere enjoyment in being a resource that people can rely upon. I have also become involved in real estate investing so that has provided me an additional perspective beyond the investment products commonly available in financial services as well. I’m a strong advocate of financial literacy and have been for quite some time.  Any contribution I can make towards this imperative life skill for someone is an accomplishment in itself. Thank you for reading.

• • 11+ years of experience as a freelance writer
• • Has a background in real estate, research, marketing, and business
• • 10+ years as a GMAT instructor

Experience

Personal finance writer and marketing specialist Damian lives and works in Honolulu, Hawaii. For the past decade, Damian, who holds an MBA from the University of Hawaii, has been writing for over 11 years about personal finance and marketing for a variety of clients. Besides writing for Investopedia.com, he is a regular contributor to WiseBread.com, where he covers a range of subjects from how to drive down credit card debt to the best ways to invest in the tech market. Time.com–Money Magazine, BusinessInsider.com, and Kiplinger.com republish Damian's articles.

Damian has worked as a Graduate Management Admission Test (GMAT) instructor for more than 10 years with Kaplan Test Prep and The Princeton Review. He uses his knowledge to teach students the necessary skills to succeed in the exam, and in their careers.

His background in real estate, research, marketing, business, and diplomacy helps Damian connect with his readers and students, giving them the information which is most useful in their decision making processes.

Education

Damian holds a Bachelor of Commerce in Finance, and earned his Master of Business Administration at the University of Hawaii. He also holds a master's degree in educational technology.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

HomeAdvisor is a leading website and mobile app source providing homeowners with free tools and resources for their home projects. HomeAdvisor also connects homeowners to a network of more than 80,000 pre-screened, customer-reviewed service professionals and now makes the process simple from start to finish with Mhelpdesk. Homeowners can make smart project decisions at home or on-the-go using desktop tools such as Cost Guide and Pro Reviews, along with mobile apps including HomeAdvisor Mobile and DesignMine.

• • Been a freelance writer and editor for more than three years
• • Work appeared on many online media sites and cited frequently
• • Specializes in writing about financial, health, and lifestyle topics

Experience

Greg has been a freelance writer and editor for more than three years. Before becoming a full-time freelance writer, Greg began a career as an account executive for FleetOne, LLC, a fuel card supplier, in 2005. His more than 13-year background also includes expertise in search engine optimized (SEO) website content and marketing materials, as well as management experience for the Nashville Athletic Club.

These experiences give Greg the knowledge base he uses as he breaks down complex topics and writes informative articles. His work appears on sites such as Intuit–QuickBooks, MSN, TheRichest.com, and on Investopedia, where he has contributed more than 300 articles. Greg guides readers through several complex areas of finance including mortgage banking, credit, budgets, savings, taxes, retirement, and investing in forex, currencies, commodities, and equities.

You can find his writing listed as referenced work in the book Leveraging Your Financial Intelligence, the e-book 3 Tips for Finding a Job in Private Equity, as suggested reading for online courses, as well as being cited in the Hofstra Law Review. His work for Investopedia appears as reposts on BalancedLivingNews.com, the MoneyShow.com, and RiverviewHomesInc.com.

Education

Greg earned his bachelor's degree in English from Swanee–The University of the South.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 3+ years experience as a business, finance and markets reporter with a focus on consumer and technology sectors. Also specializes in feature pieces, Millennial trends and work culture.
• • Former role as an analyst with KPMG's international business consulting group in New York City, developing global workforce programs. Previously held title as managing editor and content strategist at a leading SaaS industry publication.
• • Leads creative workshops, meditation and mindful movement courses intended to help people become more effective and positive contributors to their communities and the organizations that they serve.

Experience

Merging her knack for numbers and charts with her fascination with social science, Shoshanna pursued a Bachelors degree in Economics and International Relations. After working in New York City as an analyst with a Big Four consulting firm, she decided to pursue a more creative, analytical and self-driven career in journalism.

Shoshanna began writing for Investopedia in 2015, where her work has ranged from personal finance, broad-themed stories, feature pieces, investing, business and markets news. She currently focuses on topics including major tech and consumer stocks, cryptocurrency and big-picture market trends.

A passion for reporting on disruptive tech and a desire to work with a fast-growing startup led her to serve as content strategist and managing editor at The SaaS Report. Alongside Investopedia, Shoshanna has contributed to other publications including The Motley Fool, covering financials, investment planning, and healthcare.

Shoshanna has lived as a “digital nomad” for years, coordinating with a global team and traveling the world teaching workshops and mindfulness courses to harness productivity and live a healthier life. She advocates the spread of financial literacy and the democratization of information.

Education

Shoshanna received her Bachelor's from the University of North Carolina at Chapel Hill - double majoring in Economics and International Relations. Minoring in Philosophy, Politics and Economics (PPE) via joint program with Duke University.

Quote from Shoshanna

"I wake up every day excited for a new challenge and opportunity to work with our global team to produce informative, valuable and interesting content for our readers. My passion for democratizing access to financial information makes my work at Investopedia authentic and rewarding!"

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LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Bobbi Dempsey is a freelance writer/editor for numerous major publications and websites, including NY Times, Family Circle, CreditCards.com and many others. She specializes in personal finance, with a particular focus on paying for college, finding bargains and living on a tight budget. She is the founder of BrokeParents.com and is also the author of a dozen nonfiction books, including Don't Break the Bank: A Student's Guide to Managing Money (published by Peterson's). Her website is www.bobbidempsey.com

• • 18+ years of experience as a freelance writer
• • Published in The New York Times, Portfolio, and Forbes
• • Specializes in personal finance, college and financial aid articles, among others

Experience

Bobbi Dempsey has been a freelance writer for more than 18 years, covering topics like personal finance, paying for college and real estate. Her work has appeared in The New York Times, Portfolio and Forbes, among others. She has written several books, including Don’t Break the Banks: A Student’s Guide to Money, Idiot’s Guide to Buying Foreclosures and Degrees of Desperation: The Working Class Struggle to Pay for College. In her work, she has interviewed professional athletes, CEOs and other high-profile people.

Education

Bobbi earned her bachelor's from Penn State University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Martin Denholm boasts a wealth of experience in the financial publishing industry. Over the past 13 years, he's worked as an investment analyst, senior correspondent, and managing editor for a number of stock and options newsletters, e-letters and websites, covering a wide range of issues and companies. 

Dennis Garsinii has been researching and analyzing markets for 6 years, and he has been a trader for 4 years. He is a student at Dominican College studying Financial Management and Economics.

Follow with him on Twitter.

Linda Descano, CFA®, is Managing Director and Head of Content and Social at Citi, responsible for social media and content marketing efforts for the U.S. consumer businesses. Linda also serves as President and CEO of Women & Co., Citi’s award-winning digital publisher of financial lifestyle content. Linda is a regular contributor to Citi’s Financial Fitness blog, Women & Co. and Manilla.com and a member of the LinkedIn Influencer program, writing on an array of personal finance, career and leadership, and marketing topics.

• • Contributing writer to Seeking Alpha, ETFdb.com, ETF Trends, ETF Daily News and Dividend.com specializing in ETFs and dividend income strategies.
• • 20+ years experience in the investment services industry.
• • CFA Charterholder since 2004.

Experience

A veteran of the investment services industry since the mid-1990s, David has been writing about investment strategies using ETFs and mutual funds since 2007. Originally published in the Milwaukee Business Journal, he now contributes regularly for a half dozen investment websites, including Seeking Alpha, ETFdb.com, ETF Trends and ETF Daily News. He believes that investors don't need to pay exorbitant fees to brokers and financial advisors in order to receive unbiased investment advice and aims to educate investors on the benefits of developing low-cost, broadly diversified investment strategies.

Education

David received his Bachelors in Finance from Michigan State University.

Quote from David

"It's hard to feel like you're getting unbiased investment advice when so much of that advice can be driven by commissions and fees that go to brokers and financial advisors. I like to be that unbiased source of information that looks to serve the best interests of investors without those conflicts of interest. Everybody, regardless of experience or affluence, deserves that!"

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jared was one of Wall Street’s preeminent risk takers. After receiving his MBA from the University of San Francisco, he got hired by Wall Street giant Lehman Brothers where he worked from 2001 to 2008—first as an index arbitrage trader and then as head of the ETF trading desk. During this time, he was routinely trading over $1 billion a day in volume. 

After the demise of his employer, Lehman Brothers, Jared left Wall Street and started a series of financial newsletters to help investors develop the best trade ideas and profit from them. His stock and fund recommendations often go against mainstream consensus, but that’s precisely what makes them so compelling.

Kevin Donovan has more than 35 years of experience as a reporter for the financial press and is a supervisory analyst on Wall Street for several bulge bracket equity research departments. He is a frequent contributor to seekingalpha.com. He is a graduate of the University of Oklahoma and New York University's Leonard N. Stern School of Business. 

Follow Kevin on Twitter or connect with him on LinkedIn.

Ryan Donovan works as a freelance writer in New York City. He graduated from Carnegie Mellon University with a degree in technical writing. After untangling complicated software for 10 years as a technical writer, he now writes on a variety of topics with a specialty in understanding complexity on both small and large systems. That includes the interplay between international events and your investment portfolio.

• • 15+ years as a prolific business and arts journalist who has written for a wide array of outlets that include the Wall Street Journal, Forbes, Reuters, Venture Capital Journal, and Buyouts
• • Former editor-in-chief of national technical theater monthly and ex-group editor of PR/media group at major B2B publishing company
• • Published author of two critically well-received books

Experience

Iris Dorbian is an experienced and skilled business journalist whose specialty beats have included marketing/advertising, media, small business and theater. Currently, she is writing breaking news briefs on private equity and venture capital for Buyouts Insider PE HUB and contributing content to sister publications Venture Capital Journal and Buyouts. Iris is a published author of two critically well-received books--a nonfiction trade for drama educators and a novel inspired by father's experiences as a 14-year-old Holocaust survivor in the aftermath of World War II.he is also blogging about the business of the legal cannabis industry for Forbes.

Education

Iris received her Bachelor's from New York University with a degree in History and earned her MBA from Colombia University's Graduate School of Journalism.

Quote from Iris

"I enjoy writing business stories that inspire people and make them think." 

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Currently co-founder of MAPsignals.com - quant stock research focused on unusual institutional activity
• • Investopedia Academy Instructor for Options/Contributor
• • 8 years trading stocks and derivatives on Wall Street. Cantor Fitzgerald - Head of ETF Sales. Jefferies LLC - SVP Derivatives

Experience

Growing up in a small town in Louisiana with a passion for what made some stocks great and others not so great, Luke performed his first investing exercise as a teenager. With the desire for financial knowledge, he moved to New York City directly after graduation. After a brief stint at a day-trading firm, he landed a job on an institutional trading desk handling large orders of stock and derivatives. The rest was history.

Luke served as Head of ETF Sales at Cantor Fitzgerald. While in this seat, he began to notice the importance that institutional trading activity had on the movements and direction of stocks. He spent years observing these activities and in his free time, with a partner, began designing quantitative models to look for unusual trading activity. He later moved to Jefferies, LLC as an SVP of Derivatives. There he published stock research based around the unusual activity signals he was developing. He later left Wall Street to work on this research full time at www.mapsignals.com.

As a former institutional sales trader on Wall Street, Luke understands the importance that large institutional trades play in uncovering the leading stocks of tomorrow. The best stocks, the outliers, will always be found by the brightest minds on Wall Street. Recently, Luke created 2 options courses with Investopedia Academy. He believes that trading options doesn't have to be complicated. These courses focus on the practical uses of options in an easy to understand format. 

Education

Lucas earned a Bachelor's Degree from Louisiana State University.

Quote from Lucas

"No matter what your end goal is in finance, always have a process. The journey is oftentimes more memorable than the reaching of the goal."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 9 years of equity research, financial consulting, and business ownership
• • Holder of Series 7, 63, and 65 licenses and insurance licensed
• • Published by Toptal, Benzinga, and SeekingAlpha PRO

Experience

Ryan works with clients to design tailored plans for businesses and families. With a strong investments background, he is able to help clients maximize their financial efficiency without assuming undue risk. He works to identify opportunities to minimize cost of capital and maintain the liquidity necessary to fully embrace growth events. Ryan has helped over 50 early stage enterprises raise growth capital, had over 500 equity research works published, and spent time as an analyst at Bloomberg, Sidoti, and a hedge fund.

Education

Ryan earned his Bachelor of Arts in Economics from the University of Notre Dame.

Quote from Ryan

"The dearth of quality financial education in the U.S. terrifies me. It's my professional mission to empower people with the information available to exercise as much control as possible over their financial lives."

Follow Ryan

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 3+ years of experience with Brown Investment Group
• • 2+ years of experience as an investment analyst
• • Writing credits include Seeking Alpha and the Intercollegiate Finance Journal

Experience

Jack Du’s work in the finance and investment fields have spanned more than six years when he was first involved in the Brown Investment Group. With the Brown Investment Group, he worked on the Healthcare Research Committee and the TMT Research Committee. His interests include value investing, asset management and personal finance. He has been a contributor to Seeking Alpha and the Intercollegiate Finance Journal.

Education

Jack earned a Bachelor of Science in Applied Mathematics-Economics from Brown University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Victoria Duff began her career on Wall Street in 1973. One of the very first female institutional bond brokers, she spent the next 20 years either on the sell-side or managing billion dollar bond portfolios. In 1997 she founded aBusinessPlan.com, her startup consultancy. For nearly 2 decades she planned, facilitated and launched new companies and new divisions for her happy clients and became one of the most influential women in the Southern California startup scene. She has a wide variety of interests, rising at 4am every day to catch the close of Asian markets and the open of European markets. She is active in the Oregon startup community and enjoys working with clients all over the world. She is a proud alumnus of the University of California at Berkeley.

Anne Dullaghan is a Los Angeles-based writer specializing in finance, technology, health care and higher education. With more than 20 years of experience, her work has appeared in publications such as Entrepreneur’s Business Start-Ups, Working Woman, Daily Variety, Investment Advisor, National Underwriter, Senior Market Advisor, Small Business Tax News, Green Building & Design, Scripps Magazine and CMC Magazine.

• • 15+ years experience as a journalist, managing editor, and researcher covering business, technology and lifestyle.
• • Former Managing Editor at Fortune 100 company whose byline has appeared on Fox News, Forbes, HuffPost, TheStreet.com and other outlets.
• • Current or former writer for global brands such as Coca-Cola, American Express, Bitcoin.com, Taco Bell, Nestle and others.

Experience

Marvin Dumont has authored more than 1,000 articles, whitepapers and case studies covering business, technology and lifestyle. As former managing editor for a Fortune 100 company, he has managed teams of writers and spearheaded large content campaigns. Marvin previously worked in private equity business development and began his career as business analyst at Honeywell and Freescale Semiconductor.

Education

Marvin Dumont graduated from University of Texas at Austin with a master in professional accounting and undergraduate degrees in international business and government with minors in english and asian studies.

Quote from Marvin

"I enjoy educating audiences on how finance requires both the simplicity of common sense as well as modern sophistication."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

April Dykman is a freelance writer, editor, and blogger who specializes in personal finance, real estate, and entrepreneurship topics. Her work has been featured on MSNBC, Fox Business, Forbes MoneyBuilder, Yahoo! Finance, Lifehacker, and The Consumerist.

Based in Michigan, Jeanne E. Tepper is a freelance writer specializing in financial services and parenting. Her work can be seen in The Detroit News MichMoms, parenting blog where she covers diverse subjects including how to pay for college. Her blog, Brainmotes, chronicles Jeanne's adventures in motherhood, writing, gardening and sometimes men's fashion. Jeanne is an avid reader and writes short fiction in addition to blogging and articles.

Carol Wheeler has been a writer and editor for many years. She has worked on staff at Woman's Day, Executive Female and Savvy, among other magazines. 

• • Distinguished investment analyst
• • Former Director of Research at The Motley Fool
• • Advisor to The Motley Fool’s Income Investor (US), Share Advisor (UK), and Dividend Edge (UK) equity advisory services

Experience

James Early has been helping investors understand and beat the market for 19+ years. James is The Motley Fool’s former Director of Research & Analysis, as well as Advisor to its Income Investor (US), Share Advisor (UK), and Dividend Edge (UK) equity advisory services.

James has trained dozens of analysts in valuation and securities analysis, and for seven years was a commentator on Motley Fool Money--a nationally syndicated radio program that was once the top business show on iTunes. Prior to The Motley Fool, James was an analyst at a long-short equity hedge fund where he developed equity valuation, option, and statistical arbitrage pricing models. James facilitates both cross-border digital investment advisory services and mergers and acquisitions between the US and China and appears frequently as an expert in international media like CNN, CCTV, CNBC, BBC, and The Wall Street Journal.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Licensed attorney with experience in commodities and alternative investments
• • Contributing to financial media outlets for more than two years
• • Holds a Chartered Alternative Investment Analyst (CAIA) designation

Experience

John is a licensed attorney with experience in commodities hedge funds and alternative investments. He has been writing content for online financial information outlets for more than two years. John work includes articles about investing in technology stocks, exchange-traded funds (ETFs), investing in mutual funds, bonds, and other fixed-income products, and commodity trading.

John provides performance analysis of hedge funds and activist investors. His work on the global economic challenges has included the Greek debt crisis, China's economic slowdown, and the Eurozone financial issues.

For his work on the impact of oil prices on the U.S. economy, he explained the impact of the changes in crude oil prices on the financial condition of oil and the petroleum and gas production industries. You will find John's writing referenced in the book Vanishing Frontiers: The Forces Driving Mexico and the United States Together, and as suggested reading for several online financial and economic courses.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years of experience in behavioral investing
• • 10+ years of history for various online outlets, the author of one book on investing, and contributed to two other books
• • Seen as an authority in behavioral investing, frequently has his work quoted and is a speaker at seminars

Experience

Dan has more than 10 years of experience in behavioral investing. During this time, he is the director of behavioral finance and investment at Betterment Financial Services for more than five years and a behavioral finance specialist with Barclay's Wealth and Investment Management–Americas.
Dan's research and writing appear on many online forums, as they quote him as an expert in behavioral investing. His work appears in articles on CNBC, Business Insider, Stock Sector, the Society of Actuaries, and Investopedia. He is the author of Investing Better, written to help investors better understand their portfolio performance. Dan has also contributed to Behavioral Investment Management, written for financial advisors. His work, Comparison of Risk Management, is part of the Wiley Encyclopedia of Operations Research and Management Science, an eight-volume standard for those working in the finance industry. His research appears in the Journal of Economic Behavior and Organization.

Dan is a frequent lecturer about the psychology behind investing and financial strategy. His speaking appearances include first-tier schools like Columbia University, New York University, the London Business School, and the University of Pennsylvania. He also speaks at seminars sponsored by the Consumer Financial Decision-Making Conference and the CFA Wealth Management Institute.

Education

Dan received his Bachelor of Arts with Distinction in Economics from Boston University, and earned his Master of Science in Decision Science from the London School of Economics.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20+ years’ experience as journalistic entrepreneur
• • Significant experience covering Wall Street for major industry journals
• • Holds an advanced degree in Journalism from University of California, Berkeley

Experience

Jesse Emspak is a New York-based journalist and investigative reporter who focuses on technology and the science behind some of our favorite gadgets. He also has had 10 years of financial services reporting experience on Wall Street. His work has appeared in The Economist, The Los Angeles Times, Scientific American, The Christian Science Monitor, LiveScience and Tom's Guide. Jesse also is a former Technology and Science editor at the International Business Times.

Jesse began his career by covering local news in small towns, chasing down stories of local police and politics. He learned to read a quarterly report and later how to manage a newsletter, edit stories by new reporters, write headlines, plan layouts, and commission art. Jesse went on to cover Wall Street, spending a decade at Institutional Investor Newsletters, followed by a term of service at Investor's Business Daily. His articles have focused on telecommunications, consumer and banking technology, and back-office systems of financial services institutions. 

Then, in Jesse’s words, “In the wake of the 2008 financial crisis I pivoted to science and technology, bringing my reporting skills to a new crop of stories.” Currently, Jesse specializes in writing about breaking news in the fields of science and technology. In particular, he is interested in the way science influences technology and how that, in turn, spreads to consumer use.

Education

Jesse received a BA degree in Physics from City University of New York-Hunter College, a BA degree in English from the University of Rochester, and an MA degree in Journalism from the University of California, Berkeley.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• •  10+ years of financial writing experience
• • Her work has been published on a myriad of sites, including GOBankingRates, MoneyCrashers, Huffington Post, CBS News, and MSN Money
• • Created on-brand, engaging content for top financial companies like Discover, CIBC and Credit Sesame

Experience

Ashley Eneriz is a financial writer who has been published on a myriad of sites, including Dave Ramsey’s site, Credible, GOBankingRates, MoneyCrashers, Huffington Post, Business Insider Australia, Life Hacker, Fidelity, CBS News, and MSN Money. As a stay-at-home mom, she balances work, home, and the unpredictable life of a preschooler and baby. She loves shopping at thrift stores and garage sales and telling people how to save money. She has created on-brand, engaging content for top financial companies like Discover, CIBC, The Hartford, Brightpeak Ginancial, and Credit Sesame.

Education

Ashley earned a Bachelor of Arts (B.A.) degree in English Language and Literature from California State University, Northridge.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Author of more than 40 books including Reading Financial Reports for Dummies, Trading for Dummies and Stock Charts for Dummies.
• • Earned the award for Feature Reporting by the New York Press Club

Experience

Lita Epstein, MBA, earned her Master’s degree at Emory University’s Goizueta Business School, where she ran the accounting lab for MBAs and Executive MBAs.

After completing her MBA, she worked as the associate director of development for The Carter Center and then as assistant manager of facilities management for the Emory clinics. She is the author of more than 35 books, including The Business Owner’s Guide to Reading and Understanding Financial Reports, Bookkeeping for Dummies, and Reading Financial Reports for Dummies.

Prior to earning her Master’s degree, Lita worked as a newspaper reporter, magazine editor and press secretary for a U.S. Congressman. Lita earned her undergraduate degree in Community Development at Rutgers University. She continues to work as a volunteer for community development entities in the community in which she lives.

Education

Lita received her Bachelors from Rutgers University with a degree in Community Development and earned her MBA from Emory University's Goizueta Business School

Quote from Lita

"I enjoy translating complex financial and political topics critical to people’s everyday lives. Building on my personal experience as a press secretary for a U.S. Congressman and my analytical skills developed as I completed her MBA from Emory University’s Goizueta Business School, I enjoy helping people explore difficult financial and political issues."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jeremy Epstein, CEO of Never Stop Marketing, has 20 years of international marketing experience in helping to bring innovative technologies into the mainstream. 

Most recently, Jeremy was VP, Marketing at Sprinklr which grew from a $20 million valuation and 30 people to $1.8 billion valuation and 1400 people in 4 years.

Neeraj Agrawal, a partner at Battery Ventures and a perennial member of the Midas 100 list of top global venture capitalists said, “there only about 100-150 people in the world who have this type of experience.”

Today, “Jeremy is the only person in the world going all-in on blockchain+marketing” according to Joel Monegro, the former lead blockchain analyst at top-tier VC firm, Union Square Ventures and now a partner at Placeholder.

Jeremy is also the marketing faculty member for the prestigious Blockchain Research Institute, led by the best-selling authors of Blockchain Revolution, Don and Alex Tapscott. Don remarked that "When it comes to unlocking new value for marketers and customers on the blockchain, Jeremy Epstein is the go-to subject matter expert.”

Jeremy is also a co-Founder of Crypto Explorers, a leading community for passionate individuals seeking to understand the decentralized future, that hosts quarterly gatherings called “Crypto Valley Trips” in Zug, Switzerland.  He is also Founding Director of the Blockchain Board, a brands-only peer-to-peer networking group for the world’s largest enterprises that want to understand different use cases and implications of distributed ledger technology.

In December of 2016, Jeremy edited and published a collaborative eBook with 33 of the biggest influencers and thought-leaders called Blockchains in the Mainstream: When Will Everyone Else Know?

In February of 2017, Jeremy released 14 Rules for Successful High-Growth Marketing and in July 2017, he published The CMO Primer For The Blockchain World: How This “Trust Machine” Impacts Branding, Customer Experience, Advertising and Much More.

Upcoming releases include The Decentralized Marketing Organization: How Crypto-Marketers Can Grow Token Value Through Enhanced Responsiveness to Rapidly-Evolving Community Needs [March 2018] and The Non-Obvious Guide To Understanding Blockchain (Without The Hype) [Q4, 2018].

A leading speaker and writer on the topic of blockchain-driven innovation from a marketing perspective, Jeremy is a frequent contributor to Venture Beat, Bitcoin Magazine, and Distributed Magazine, as well as a regular guest on the Bitcoin Podcast and Cryptoverse. He has also been interviewed for Inc. and Forbes and conducted high-level briefings for senior US Department of Defense officials at the Pentagon.

Jeremy has worked with some of the leading and most innovative companies in the blockchain/decentralization space including OpenBazaar, Zcash, IOTA, ARK, Storj, and DCorp.

Jeremy is the author of “It’s ALL on the Blog, DON’T Buy the Book” and has presented to hundreds of audiences in 15 countries. Jeremy has been the top-ranked speaker at multiple conferences including Microsoft Worldwide Partner Conferences, the Microsoft CIO Summit, and the Microsoft Global CXO Summit.

Previous work experience includes Microsoft and consulting to start-ups, mid-market firms, and enterprises, including JNJ, Yes To Carrots, and two NY Times best-selling authors (Dan Pink and Gretchen Rubin). Jeremy also spent 3 years living and working in Frankfurt, Germany and Tokyo, Japan.

As an early adopter of new technologies, Jeremy enjoys celebrating the victories (like buying Bitcoin at $80) and the defeats (too many to list) equally.

Described by more than one client as a “shot of marketing espresso,” Jeremy discovered his calling for marketing while living in Tokyo in 1997 after reading Peppers and Rodgers "The 1:1 Future" and hasn't looked back since. 

Jeremy was a History major at Johns Hopkins, a skill which he wholeheartedly believes prepared him for the marketing profession.

By far, the toughest and most rewarding job he has is to be a kind, thoughtful, and sensitive husband to his wife of 17 years and a patient father of 3 kids on the precipice of being teenagers.

You can connect with Jeremy directly on LinkedIn or Twitter.

Christopher Eutaw's love of all things politics – paired with his passion and burning desire to uncover the truth – make him the perfect fit to run Wall Street Daily. His unmatched drive and political expertise ensures that all content on the website is honest, insightful and provocative. 

Milton Ezrati is a prominent economist and author who has worked in the financial services industry for decades and currently serves as chief economist of Vested.

He is a contributing editor to The National Interest, a magazine that covers international affairs, and the author of two books: Kawari, which predicted Japan would evolve from an export-oriented economy to one that provides services, and Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live, which examines the impact that an aging population has on the world’s most developed economies. He frequently contributes to and is quoted in a variety of financial publications, including CNBC Fox Business, Bloomberg, BNN, The Wall Street Journal, Dow Jones, and Reuters.

Milton Ezrati is a prominent economist and author who has worked in the financial services industry for decades and currently serves as chief economist of Vested.

He is a contributing editor to The National Interest, a magazine that covers international affairs, and the author of two books: Kawari, which predicted Japan would evolve from an export-oriented economy to one that provides services, and Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live, which examines the impact that an aging population has on the world’s most developed economies. He frequently contributes to and is quoted in a variety of financial publications, including CNBC Fox Business, Bloomberg, BNN, The Wall Street Journal, Dow Jones, and Reuters.

• • 30+ years of executive experience in wealth management
• • Contributing writer, providing content that supports Investopedia’s Impact Investing Platform and wealth management subject matter
• • Founder of an organization for executive women in the financial industry and sits on the boards of several nonprofits

Experience

Pamela has more than 30 years of executive experience in wealth management, retirement planning, financial advising, and investing. She is the executive managing director of Impact Investing at Envestnet, Inc.

At Envestnet she works to partner with clients on solutions that facilitate and broaden capabilities for impact investing in securities with the purpose of generating beneficial social, environmental, or other results. She is also involved in product development, education and training primarily focused on financial advisers. At Envestnet, Pamela formerly served as executive managing director of Envestnet’s Advisor Now, a digital advisor platform.

As a thought leader and impact investing industry influencer, Pamela has extensive domestic and international experience in the wealth management industry. Before working with Envestnet, she spent 15 years leading PFJ Consulting LLC, a firm she founded to focus on wealth management consulting services in the areas of strategic planning, product development, and industry solutions. Her clients included Envestnet as well as numerous national registered investment advisers, multifamily offices, broker-dealers, nonprofits, and asset managers.

Before founding PFJ, Pamela held leadership positions at SEI Investments, Fidelity Investments, and Thomson Reuters. She is a board member for the Moyer Foundation, a 501(c)(3) focused on helping families affected by grief and addiction. Pamela also sits on the advisory board for Benefunder, a group which connests researchers and philanthropists, and is the founder of Connected Women, a networking group for senior women in investment management.

Education

Pamela earned her Bachelor of Science in Marketing and Economics from the University of Maryland.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Freelance writer for Bankrate.com
• • Freelance writer and researcher for HealthIQ.com
• • Freelance writer for Insurancequotes.com and Netquotes.com

Experience

Heather is a freelance writer, editor and content provider based in Tacoma, Washington. She frequently writes about personal finance, insurance and checking accounts for Insurancequotes.com, CreditCards.com and CreditCardIdeas.com. When she’s not writing about financial subjects, she pens stories about health and travel.

She’s also spent time ghost blogging for a financial planner, actually working in a bank and trying to pay off her own debt.

Quote from Heather

"I relish helping others, and sometimes myself, to find the best solutions to their financial issues. That makes my writing and research worthwhile. I also like to keep people from getting into financial problems in the first place whenever I can."

Follow Heather

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

David Fay Smith is the author of A COMPUTER DICTIONARY FOR KIDS AND OTHER BEGINNERS (Ballantine), a former Asian desk editor for BUSINESS INTERNATIONAL and columnist for PUBLISHERS WEEKLY, and has managed businesses in Taipei and New York City.  He has also worked as a securities analyst for a Wall Street firm. 

David is currently a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing actively managed growth and income portfolios using ETFs. David regularly contributes his views on wealth management in his company blog, podcasts, and special reports. Visit www.fmdcapital.com to learn more.

Dave Fanger is the Founder and CEO of Swell Investing. He brings over 15 years of financial experience to Swell, including consulting, M&A, and risk management. Dave is a CFA® charterholder, a Fellow of the Society of Actuaries, and holds an MBA from UCLA Anderson. Swell’s Disease Eradication portfolio is especially important to him—his family has been impacted by cancer and type 1 diabetes.

Stephanie Faris is a personal finance writer who got her degree from Middle Tennessee State University. Her work is regularly featured on the small business blogs Intuit and Go Payment and she is a featured columnist for SmallBizTechnology.com and The Motley Fool. She lives in Nashville, TN.

I don't consider myself some kind of investing "guru". In fact, most of what I share isn't new. Instead, my goal is to help you understand the mountain of information that is out there so that you can make better decisions when it comes to personal finance and investing. By making smart choices and avoiding mistakes, you can learn how to grow long-term wealth.

Todd Feldman is an associate professor in finance at San Francisco State University. He is published in top finance and economic journals, such as the Journal of Behavioral Finance. Formerly, Todd was a senior analyst at a start-up hedge fund and a senior analyst at a valuation company.

Feldmans' research centers around behavioral finance, financial crises, and investment strategies. He has consulting\industry experience in the hedge fund, valuation, and education industry.

• • Value investing specialist who began investing at age 15 and started Vancouver Value Institute to share insights with fellow investors
• • Founder of Voyager Holdings, a financial holding company specializing in private business acquisitions rooted in value investing principles
• • Financial analyst with expertise in financial modeling, uses rigorous quantitative modeling to support investment decisions

Experience

Jason is a financial analyst responsible for using rigorous financial modeling techniques to support investment decisions. He is currently responsible for identifying leads, assessing opportunities, and negotiating terms for an acquisition pipeline focused on operating businesses. He is also currently negotiating the creation of a real estate investment trust focusing on the self-storage sector.

In addition to Jason's work as a financial analyst, he is also the co-founder of Voyager Holdings, a financial holding company focused on acquiring small to medium-sized operating businesses.

Jason actively manages his own stock portfolio following a rigorous value-oriented approach inspired by his hero, Warren Buffett. Through his portfolio he has generated an average annual return of over 35% as of September 2018.

Education

Jason earned his Bachelor of Arts degree from the University of British Columbia.

Quote from Jason

"As Einstein famously said, 'Compound interest is the most powerful force in the universe.' Few things make me happier than seeing the spark in people's eyes when they start to understand how they can take their financial future into their own hands by deeply understanding the core principles of investing."

Follow Jason

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Aaron Fifield is a developing trader, and host of the Chat With Traders podcast. Each week he interviews successful traders and financial thought-leaders to extract their best insight, which is listened to by thousands. On the trading front, Aaron is learning how to code and pursuing algorithmic trading systems.

Chad Fisher spends his time building and promoting websites for people to learn more about electric vehicles and has developed free sites for consumers to compare auto and life quotes from multiple insurance companies. Never shy about giving his unsolicited opinion, you can see and hear him attending many of the leading entrepreneurial conferences such as: Pubcon, Leadscon and Domainfest.

• • Award-winning journalist
• • Expert in business journalism
• • Placed in the top 100 of 10,000 to Writer's Digest 

Experience

Kerri has been awarded for her work by the Kansas City Press Club's Heart of America Awards, the Kansas City Association of Black Journalists and the National Association of Hispanic Journalists. One of her essays also placed in the top 100 of 10,000 submitted to Writer's Digest. She is a former national board member for the Society of Professional Journalists and past president of the Kansas City Press Club. Kerri is a member of the American Society of Journalists and Authors, the Society of American Travel Writers, the Society of Environmental Journalists and the American Society of Business Press Editors.

Education

Kerri received a Bachelor's degree in business from University of St. Mary.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Co-founder of PowerZone Trading, a company that provides innovative market indicators, custom programming and educational services designed to enhance and improve trading performance.
• • 10+ years as a freelance financial writer
• • Expert in financial analysis and technical trading strategies

Experience

Jean Folger has been actively involved in the financial markets for more than 10 years as a private trader, educator, and co-founder of PowerZone Trading. Jean is an award-winning author and regular contributor to industry magazines and financial news outlets. 

Her interest in technical analysis may best be explained in July 2013 interview she gave to Technical Analysis of Stocks & Commodities magazine: “Technical analysis really clicked for me from the beginning. I am active in a lot of adventure sports like mountain biking, kite surfing, and whitewater kayaking. When I started kayaking hard rivers, I never felt comfortable just following a more experienced kayaker through a difficult rapid. I always wanted to stop above the rapid and scout it – take a look at it, watch how the water is moving, and come with a plan based on what I saw. Once I saw my line, I was confident I could navigate the rapid, whereas if someone else was telling me where to go, it didn't work well for me. I had to see it myself. Trading is the same way. I felt like it was really easy to follow other people, like analysts, when making investment decisions, but I wanted to see the trade for myself. Technical analysis gave me the tools I needed to make my own decisions.” 

Education

Jean graduated with a bachelor's degree from Ohio University in 1991.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years of experience writing personal finance content for clients including Investopedia, Bankrate, mortgage lenders, real estate agents, financial advisors, insurance agents, and more.
• • 10+ years of experience editing academic papers and articles by professional economists. Managing editor of an economics journal.
• • Currently writes about real estate, taxes, insurance, blockchain, cryptocurrency, economics, public policy, and more.

Experience

Amy Fontinelle is a financial journalist and personal finance expert. She is passionate about making challenging, confusing, and overwhelming topics easy to understand in order to empower people to manage their money better and achieve financial freedom. Amy is also a writer, researcher, copy editor, and proofreader for various public policy organizations, educational organizations, and academic economists. She specializes in working with dense material and with authors who speak English as a second language.

Education

Amy received her Bachelor's from the Washington University in St. Louis.

Quote from Amy

"I believe that anyone can take control of their finances at any time, but it can be hard to know what steps to take or where to turn for trustworthy information. I'm the person who has read the fine print on the credit card applications, reviewed the lengthy tax publications, and researched the complicated mortgage loans so you don't have to. My goal is to simplify personal finance for others because I believe money should be a tool to help you achieve your dreams, not a source of endless stress."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jeff Foster is the CEO and co-founder of Clara Lending, a technology-enabled lending platform making financing a home easier, faster and more affordable. Before founding Clara, Jeff was a Senior Policy Advisor at the U.S. Treasury Department helping to direct the Administration's response to the Financial Crisis and design a new financial regulatory system, specifically leading housing policy and reforms of Fannie Mae and Freddie Mac. Jeff was actively involved in the development and implementation of a number of initiatives and programs that helped simplify credit access and repair credit for working and middle class Americans. Prior to joining Treasury, Jeff was a Principal in the private equity group at Apollo Global Management. Jeff has a B.S from Duke University and grew up in Kansas City. He’s an avid Royals fan and a universal ambassador of the world’s best BBQ. 

Tess Frame is a journalist, a mom, and a home-and-family blogger based in sunny San Diego, Calif. She writes about personal finance topics including budgeting, mortgages and increasing income, as well as wallet-friendly DIY and home improvement projects. She graduated with a bachelor's degree in English from BYU-Idaho and has been writing for various websites since 2009.

Catherine Fredman writes and edits extensively about personal finance. Her articles have appeared in Consumer Reports Money Adviser, Fidelity Viewpoints, TIAA-CREF, The New York Times and consumer magazines. She is also a ghostwriter/collaborator of blogs, books and memoirs, including the best-selling Direct from Dell by Michael Dell, Use the News by Maria Bartiromo, and Swimming Across by Andy Grove.

Harrine Freeman is a financial expert, speaker, counselor, freelance writer, CEO and owner of H.E. Freeman Enterprises. H.E. Freeman Enterprises is a financial services company that provides personal finance consulting services such as credit repair, debt reduction, budgeting, saving, retirement planning and financial literacy education. She is the best-selling author of "How to Get out of Debt: Get An “A” Credit Rating for Free," a self-help book that provides consumers with a step by step plan on how to get out of debt, increase their credit rating, track their spending and plan for the future. She has made over 150 media appearances, and has been a guest on NPR, CBS, Fox, NBC and ABC. Ms. Freeman has been featured in many major publications including, Market Watch, Forbes, Newsday, MSN Money, The Washington Post, The Huffington Post and The Wall Street Journal. Visit Harrine's Website or check out her blog.

Nicholas is an avid value investor with a longstanding passion for business. This combination led him to naturally focus on the investment industry, from investing family assets to working on business and investment strategy projects with two consulting firms from Frankfurt, Germany. Nicholas expects to graduate from the University of British Columbia with a bachelor of commerce in December, 2015 and is also actively pursuing the CFA designation. Nicholas strives to challenge himself and believes that life-long learning, taking initiative and daring to fail (because we all do eventually) is the surest way to achieve positive long-term outcomes. To see how this works out, please get in touch in a decade or two! 

• • Author of The Banking Industry Guide: Key Insights for Investment Professionals
• • CFA Charterholder
• • Value-based investment manager

Experience

Ryan Fuhrmann is the founder of Fuhrmann Capital LLC, an Indiana-based investment management firm focused on active portfolio management from a value-based perspective. He started his career as a teller at what is now a division of BMO Harris Bank before becoming a portfolio manager at Northern Trust in Chicago and then at Bank of America in Dallas. Mr. Fuhrmann currently serves on the Investment Committee of the Eiteljorg Museum of American Indians and Western Art and is a past board member of CFA Society Indianapolis. He holds a bachelor’s degree in finance, investment, and banking from the University of Wisconsin–Madison and a master’s degree in business from the University of Texas at Austin.

Education

Ryan received his master's from University of Texas at Austin (MBA) and his bachelor's from the University of Wisconsin at Madison (BBA).

Quote from Ryan

"Investing from a value-based perspective. A long-term mindset in a market that is short-term and linear-thinking."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • A financial and stock reporter for more than fifteen years, writing for a variety of publications including Dow Jones, Fox Business and The Wall Street Journal
• • Freelance journalist and columnist for a host of financial websites including Foxbusiness.com, Bankrate.com, Glassdoor.com, Fortune.com, PYMNTs, Goodcall.com and MoneyCrashers.com
• • A gifted story teller who can complex topics and explain it to the masses

Experience

A journalist for more than fifteen years, Donna is currently a freelance writer reporting on personal finance, entrepreneurship, investments and technology for a variety of media outlets including Investopedia.com, Money Crashers and Pymnts.com. After years of covering the equities markets as a technology reporter and special contributor to the Wall Street Journal, she embarked on a successful freelance career providing herreaders with invaluable advice on how to invest and save money, land a job and everything in between.

Education

Donna received her Bachelors from St. John's University.

Quote from Donna

"Gifted at taking complex topics and explaining it to the masses. Knowledge is only power when you understand."

Follow Donna

Twitter

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Seasoned journalist whose stories have been published in multiple high-profile online publications
• • Expert in credit rating agencies, investing in Chinese stocks, tips to protect yourself from inflation and incorporating gold into an investors asset allocation mix

Experience

Sham Gad is a seasoned and well-respected financial journalist, whose stories have been published in multiple high-profile online publications. His diverse areas of coverage include: credit rating agencies, investing in Chinese stocks, tips to protect yourself from inflation, incorporating gold and other precious metals into an investors asset allocation mix, and how to analyze annual reports and other key investor relations documents, how equities affect the foreign exchange markets, and a bevy of other thought-provoking topics.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 6+ years of experience as a business consultant 
• • 3+ years of experience as a financial policy analyst
• • CFA Level III candidate

Experience

Marianna Galstyan is a Vancouver-based writer specializing in investments and corporate finance, business ethics, and international economic development.  Her professional career, which spans over a decade, has been devoted predominantly to financial and quantitative analysis and research. Her background covers a diverse range of assignments – from writing economy digests for the President’s Office and the international community in Armenia, to teaching investments and corporate finance, carrying out complex financial risk and performance analyses for corporations, and providing business advice to international start-ups. Originally from Yerevan, Armenia, Marianna speaks four languages: English, Armenian, Russian and French.

Education

Marianna earned her Bachelor of Administration in Romance and Germanic Philology at Yerevan State University in Armenia. She also earned her Master in Finance, International Business Administration, and Global Finance, Trade, and Economic Integration at University of Denver and Master of Science in Finance from the Daniels College of College at University of Denver.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years of experience in the market focusing on trading equities and options
• • Owns and manages his own options trading service with OptionMillionaires.com
• • Investopedia Academy instructor and contributor for Binary Options

Experience

Max Ganik has over 10 years of trading experience in the market. He focuses in trading equities and options, while having also developed a consistent winning system and strategy in binary options trading. Max spearheaded his own options trading service with OptionMillionaires.com, which he has now run for many years. In this service, he writes about the market and trading concepts and strategies, shares his trades with members, and helps subscribers gain a better understanding of the market and approach to trading. In addition, he contributed to Investopedia and other services, writing about stock market concepts and strategies. Max has been featured on CNBC Fast Money with Melissa Lee, Bloomberg Television Taking Stock with Pimm Fox, and in the New York Times Business Section.

Education

Max is currently a senior at the University of Michigan, pursing a BBA degree at the Ross School of Business.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Vishal Garg is the founder and CEO of Better Mortgage, a company dedicated to improving affordability and access to homeownership for all americans.. Mr. Garg has spent the past 20 years as a financial entrepreneur and investor. He was the founder of the first online student lender MyRichUncle in 1999 at the age of 21, and building it into one of the 5 largest private student loan originators in the US in the 2000’s.  Post MyRichUncle, Mr. Garg was the founding partner of 1/0 Capital, a leading incubator and venture capital firm investing in consumer credit and technology companies.

David Garrity is Principal of GVA Research, a New York-based consulting firm. He has more than 25 years of experience in the financial services industry. He has served in many senior roles including CFO and Board Director for both publicly-held and private companies, and has extensive experience in several disciplines including advisory, operating and research. David is a thought leader in technology sector developments and their application to the broadening of the financial sector, as well as in the areas of banking and finance, capital markets, and technology innovation. He is a sought-after advisor for technology companies and consults with The World Bank Group on financial inclusion and mobile technology, as well as the development of technology strategy for health initiatives in southern Africa. His paper on mobile money and disaster relief is published in "Technologies for Development: What is Essential?" (Springer Verlag, June 2015). You can find him on LinkedIn here and follow him on Twitter @GVAResearch.

Michael A. Gayed, CFA, co-author of four award winning papers which challenge market efficiency, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners.

Channing Joseph is a veteran journalist with more than a decade of experience writing and editing high-profile news and feature stories for publications like the Associated Press, The New York Sun, and The New York Times. His bylined stories -- on topics ranging from the tax rates paid by political candidates to the sudden death of the singer Whitney Houston to the military's research into soldiers' intuition -- have also appeared in The International Herald Tribune, The Washington Post, Entertainment Weekly, U.S. News & World Report, and Publishers Weekly as well as online at USA Today, The San Francisco Chronicle, The New Zealand Herald, The Huffington Post, CNN.com, Salon.com, and many others. Previously, he taught editing and reporting as a visiting assistant professor of journalism at the State University of New York.

• • 18+ years of experience as a freelance reporter, writer, and editor
• • For over 10 years he has been combining financial commentary with stand-up comedy
• • 2+ years working as a financial public relations account executive

Experience

Gregory began his writing career over 18 years ago as an education and business reporter. He then moved to writing a variety of industry-specific, financial, sporting, and entertainment articles. His work appears on The Classical, an independent sports website, the Oil and Gas Journal, a widely-read industry publication, GoBankingRates.com, and on Investopedia.

As a senior writer at Thomson Reuters his clients included Westlaw Energy and Environment Daily Briefings. You will find his work syndicated on Yahoo Finance, reposted on many websites, and referenced in books and research in the petroleum and financial industries.

Gregory has an extensive background in economics and finance and shares his knowledge through a unique stand-up comedy commentary. His show, Money Talks With 'Financial Guru' Gregg Gethard most recently appeared at the Good Good Comedy Theater and other Philidelphia area venues.

Gregory writes and appears on his television show, the Chris Gethard Show, which airs on truTV.com. He posts a series of compelling marketing content and reviews on Yelp as Karl G, which featured in New York Magazine, Business Insider and on ABC News.

Gregory continues to teach others about investing and finance as an account executive for Gregory FCA, a financial public relations firm in Pennsylvania. Here, Gregory links financial services clients with media outlets as he writes social media content, a daily newsletter, press releases, and white papers. He also acts as the in-house guru on all things financial to his fellow staff members.

Education

Gregory received his Bachelor of Arts in Communications and History from LaSalle University. He also earned his Master of Business Administration in Finance and Marketing, and earned his Master of Arts in Central and Eastern European Studies at LaSalle University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Financial consultant with over 11 years of experience in finance, accounting, and Islamic investment banking
• •  4+ years experience as a freelance writer
• • Areas of expertise include valuation, Islamic finance, and financial modeling

Experience

Sumera Ghias, a CFA charterholder, has more than five years of experience in transaction advisory services in Saudi Arabia. She has extensive experience in valuation, due diligence and financial modeling, and has prepared several feasibility studies, business plans, private placement memorandums and banking memorandums. Additionally, she has conducted internal valuation seminars for junior staff at her financial firm.

Sumera is currently a financial consultant with the business plan software company, Deerasa. After graduating with a dual degree in business and finance, Sumera began her career as an accountant for her alma mater, the College of Business Administration in Jeddah, Saudi Arabia. Before joining Deerasa, she worked as a financial analyst for an Islamic boutique investment banking firm in Saudi Arabia. As a financial analyst, Sumera specialized in financial modeling, valuation, and Islamic finance. As a freelance writer, she uses her academic training and professional experience to create content related to finance and Islamic banking and investments.

Education

With honors, Sumera earned an Bachelor of Business Administration in Finance from the College of Business Administration in Jeddah, Saudi Arabia.  She is also a CFA charterholder and holds a certificate in web design.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Teresa Ghilarducci, is a professor of economics at The New School for Social Research in New York.  She is widely known for her progressive views about how to solve the upcoming retirement crises and has written two books this year. One is a snappy and warm personal finance book called "how to retire with enough money" from workmen publishers and the other is written with an unlikely partner, the president of one of the largest private equity firms in the world, Blackstone, Tony James. It is a bold blueprint for a public option to our bewildering array of 401(k) and IRA system. That book is called "rescuing retirement" by Disruption Books. 

Jim Gibson is a South Florida-based writer specializing in finance and accounting. He uses his education and real-world experience in corporate accounting and small-business operations to bring a personal touch to his writing. Jim’s work can be found on sites such as Huffington Post, Your Finances Simplified and more.

• • Nearly 13 years as an Associate Finance Editor for Consumer Reports, researching and writing stories for Consumer Reports and ShopSmart magazines, Consumer Reports Online, the Money Adviser newsletter, and product buying guides
• • 11+ years as Consumer Affairs Writer at The Hartford Courant, writing news, enterprise, and investigative stories on regional and national consumer issues
• • Nearly two years as a Metro Reporter for The Hartford Courant, covering two Hartford metropolitan area towns, including government, schools, courts, and politics

Experience

Anthony specializes in consumer and contract law; fraud and scams; personal finance; car buying, leasing and maintenance; money management; payment cards; saving and banking; charitable giving; identify theft and personal privacy; shopping and saving money; computers; technology and free software; warranties and service contracts; and homeowners and auto insurance.

He especially enjoys learning about consumer laws and regulations and the mathematics involved in consumer purchases, borrowing and saving, including loans, credit cards, car leasing and certificates of deposit, and savings accounts. Anthony's website and new blog is Consumerland Dispatch.

Education

Anthony earned his Bachelor of Arts in English and Writing Arts at the State University of New York, College at Oswego.

Quote from Anthony

"As a veteran consumer journalist, I help people make decisions about buying products and services, managing money, donating to charity and avoiding fraud. I specialize in writing enterprise, investigative and feature stories that examine trends, uncover wrongdoing and provide advice. I am a passionate, curious and aggressive journalist who enjoys finding the hidden gotchas in products and services. I stress accuracy and fairness, realizing as well that the most useful stories interpret the facts. I enjoy writing in fun and creative ways, especially when blogging. I maintain a long list of story ideas."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in the field of Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas.

Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others.

Jeff deeply believes that the migration of investor capital towards more Sustainable, Impact, and ESG investments is one of, if not the most effective way to help realize the United Nations’ Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate the rapidly growing Sustainable, Impact, and ESG Investing landscape.

Jeff is also the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary. He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical and dedicates much of his free time to raising funds and awareness for the autism community.

Gitterman Wealth Management, LLC has offices in Edison, NJ, New York, NY and Hamilton, NJ. For more info please visit www.GittermanWealth.com.

James Glass is a New York attorney with more than 30 years of experience in the areas of personal taxation, estate and related financial planning.   As a writer he has worked with major accounting firms and leading tax professionals nationwide in helping them bring their expertise to the public.

Kenny Glick has been trading since 1994. A frequent day trader, Kenny has been vocal in his support for the daytrading community. His trading style mixes highly actionable, short trades with controlled risk management. Active (and profitable) through both the 2000 and 2008 financial downturns, Kenny now splits his time between trading and teaching others to trade, through recorded and live video. 

• • Finance content writer for Investopedia since 2016
• • Has more than 60 articles to her credit
• • Writes about insurance, real estate, budgets and credit, and banking and taxes

Experience

Lisa has been a finance content writer for Investopedia since 2016, and she has more than 60 articles to her credit. She writes about a wide array of topics including articles on insurance, real estate, budgets and credit, and banking and taxes. Lisa also writes about buying a franchise, career advice, and how loans affect credit scores.

In one of her recent articles, The Cost of Buying a McDonald's Franchise (MCD), Lisa looks into the difference between buying an existing franchise and purchasing a new franchise. She points out information about market saturation, the problems associated with the training new staff, and the availability of financing for the franchise purchase.

You will also see Lisa's work in syndication at Yahoo, as a referenced work in the book The Green Bundle: Paring the Market with the Planet, and as reposts on several business and financial education websites.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Kathy Goins is well-suited to answer your questions about finances. She most recently worked as the finance clerk for the FAA, handling over $3,000,000 in accounts monthly. She currently manages the budget for the American Spaces Center at the U.S. Embassy in Lusaka, Zambia. Ms. Goins has an M.A. in Education, a B.S. in Accounting (minor Business Administration) and a B.A. in English Literature. Follow Kathy on Twitter or check out her site: WallStreetisWaiting.

• • Expert in commodities and global resource hedge risk management
• • Portfolio manager of the largest fund-of-fund devoted to global resources and commodities for Union Bancaire Prive
• • Formed and ran an energy-focused macro hedge fund (G3 Capital Managment)

Experience

Shelley Goldberg is an investment advisor in environmental sustainability and the Founder & Principal of Invest-With-Purpose.  Having structured and managed portfolios for over 20 years, she now runs a consultancy and investment advisory practice with an embedded ESG focus.  She has served as a macroeconomic strategist, trader, and investment advisor for multi-asset portfolio managers, including her own energy fund, G3 Capital Partners, LLC, and the largest fund-of funds devoted to natural resources with Swiss private bank, Union Bancaire Priveé.

She served as an Investments Strategist for Brevan Howard Asset Management LLP, a 42 billion-dollar hedge fund, and for Roubini Global Economics. Today she takes on leadership roles in impact investing with the goal of monetizing developments in environmental sustainability. She publishes frequently on resource sustainability topics and is often invited to speak or participate in panels at industry conferences. She is featured on television and online forums as an expert in commodities and impact investing.

Education

Shelley received her Bachelor's degree in from Tufts University and earned her MBA from NYU's Stern School of Business.

Quote from Shelley

"My goal is to make the world a cleaner and healthier planet for all its inhabitants and to discover hidden value by monetizing both the natural and man-made assets that contribute to this initiative."

Follow Shelley

LinkedIn

Twitter

Website

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Dave Goodsell is Executive Director of the Natixis Center for Investor Insight, a research program dedicated to the analysis and reporting of issues and trends important to investors, their financial professionals, money managers, employers, governments and policymakers.

In this role, Goodsell leads global thought leadership initiatives for Natixis Investment Managers. He oversees a team of independent and affiliated researchers, analysts and writers who track major developments across the markets, economy and investing spectrum to understand attitudes and perceptions influencing the decisions of individual investors, financial professionals, consultants and institutional decision makers. than 58,000 investors in 31 countries.

Widely recognized as a source of primary data and insights, the Center for Investor Insight publishes findings that have been featured in The Wall Street Journal, Barron's, The Financial Times, L'Agefie, and a range of financial publications around the globe.

A veteran financial writer for more than 30 years and frequent speaker, Goodsell joined Natixis as editorial director in 2001 after serving as editorial director at Liberty Funds (now Columbia Threadneedle) and Fidelity Investments, where he specialized in the defined contribution plan retirement market. He regularly presents the Center’s findings to financial professionals, fund selectors and private bankers in the US, Europe and Asia. Goodsell is an expert panelist for the Gramercy Institute and the Financial Communications Society.

• • President and CEO of Pacific Park Financial, Inc.
• • 25+ years of experience as a financial and small business coach
• • Certified financial planner (CFP), freelance writer, and podcast host

Experience

Gary Gordon is the President and CEO of Pacific Park Financial, Inc., a fee-only, asset management firm. Previously, he worked as the Director of Marketing for Fabian Investment Resources. Aside from his professional duties, Gary is a host of ETF Expert podcast and a freelance writer, contributing content to sites, such as Seeking Alpha and The Street. Early in his career, he worked as an educator, teaching financial concepts nationally and internationally.

Education

Gary earned his Master of Science in Psychology at San Diego State University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Todd Gordon is the founder of TradingAnalysis.com and a contributor to CNBC. He’s appeared frequently on Fast Money, Squawk on the Street, Money in Motion, Futures Now, and Street Signs.  TradingAnalysis.com provides actionable market analysis and clear trading strategies in the currency, commodity, and equity markets for both amateur and professional traders.  

In 2001, Todd began his career trading the equities market in San Diego, California, and then with Connors Capital, a hedge fund based in Los Angeles. 

Most recently, Todd served as a Managing Partner for two and a half years at a trading and research company specializing in the foreign exchange markets. Prior to that, he served as the Senior Technical Strategist at FOREX.com for six years while simultaneously trading at GAIN Capital Asset Management, its parent company. The fund managed over $25 million and traded primarily in the G-10 currency markets.

While attending school at St Lawrence University in upstate New York, Todd competed on their Division I alpine ski team with several future Olympians.  Realizing that he preferred his working in a warm trading office rather than freezing on a mountain, Todd transferred to the University at Albany, where graduated with a Bachelor of Arts in Economics.  He currently lives in New Jersey with wife Tricia and their two twin baby boys, and enjoys the golf course during the slower trading days of summer.  

Valued as one of the most respected Elliott Wave practitioners in the industry, Todd’s international following comes from his ability to translate Wave Theory into clear and concise trading strategies.  His highly enthusiastic, easy-to-understand presentation style and TV presence has sent him around the world to the Middle East, Europe, Asia, and Australia, and he has appeared frequently on CNBC, Bloomberg, Sky News, BNN, and  Fox news .  His research clients value his clear and concise analysis and discipline as he consistently applies his analysis to his personal accounts.

Todd lives by the mantra Plan Your Trade, Trade Your Plan. 

• • 5+ years professional experience in accounting, and a certified public accountant (CPA)
• • Volunteered on numerous finance and budget committees including for the City of Seattle
• • Teaches accounting and helps promote financial education and awareness

Experience

David Gorton has more than five years of professional experience as an accountant, working for both the public and private sectors. Based out of Seattle, Washington, he has served in numerous civic and volunteer roles, including for the City of Seattle and the Seattle Public Library. David is licensed as a Certified Public Accountant (CPA) and has successfully completed the Certified Managerial Accountant (CMA) examination. In addition to practicing, David teaches and educates, writing informational articles on accounting and financial topics, and as a continuing education instructor.

Education

David holds a BA in finance from Eastern Washington University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Aarpee Graph is an investment writer with extensive expertise in analyzing equity and fixed income asset classes. His specialization is in structured finance and interest rate products, widely used in the asset management industry.

Aarpee is also a CFA Level 3 candidate and an alumni of the London School of Economics (LSE) and has worked full-time for nearly eight years at a Chicago-based value investment fund that focused on international equities. Mr. Graph's passion is international economics, global economic history, value investing and welfare economics.

• • 10+ years of experience in journalism
• • Expert in markets and business 
• • Affiliated with Bloomberg, Fox Business Network and Fortune Magazine 

Experience

Robert Gray’s career in journalism has spanned three decades and two continents. He began his career as a news, business, and sports anchor and DJ at Radio Metropolis in Prague, where he helped launch the country’s first English-language radio station. Since then, Robert has worked as a freelance correspondent for CNN; a radio anchor and reporter for Central Europe Today (CET) Intl. Radio Network; and a journalist for the Prague Post.

Robert has worked for C-SPAN, Bloomberg TV, and Fox Business Network. More recently, Robert has worked extensively as a freelance correspondent for television stations in the Los Angeles area, including Fox Business Network, Fox News Channel, SportsBusiness Journal, KCBS, KCAL, Fortune Magazine, and Open Mobile Media Ltd.

He writes feature pieces in addition to interviewing athletes, business executives, and top sports experts. Robert also covers breaking news and events in the Los Angeles area. In addition to his extensive experience in radio and television broadcasting, Robert has tackled a range of topics in his writing for Investopedia.

Education

Robert received a Bachelor's degree at the University of North Carolina at Chapel Hill.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Rowan Gregory is a seasoned finance and legal writer and editor with 20 years of experience. She has worked on business and tax publications for Lexis Nexis, Aspen Systems and the University of Virginia. Her personal finance and small business advice has been published in the SF Chronicle.

Ms. Gregory has a BS in Business Administration and MBA from Drexel University.

IG Group is an established member of the FTSE 250 with a market capitalisation of £2.9 billion (31 May 2015). We operate worldwide under the IG brand, and in the US as the Nadex derivatives exchange.

As Wall Street Daily's Chief Income Analyst, Alan is continually and fervently analyzing the financial markets. He draws upon a wide range of finance experience, including investment banking, research and trading. Learn More >>

• • MBA Candidate at NYU Stern School of Business specializing in Finance, Fintech and Banking
• • Former Equity Research analyst at Goldman Sachs with 3+ years of experience in fundamental research, report writing and financial modeling
• • Awarded ‘Top Performer’ rating for exceeding expectations through differentiated investment insights during first year at GS and ‘Outstanding Performer’ for second year (Top 5% employees)

Experience

Rahul is a seasoned finance professional with key strengths in project execution, delivery, and managing client relationships. He has six years of work experience across Equity Research (Capital Goods), Debt Syndication (Corporate Bonds) and Information Technology (Development of analytical tools), and has earned his CFA. Rahul conducted in-depth fundamental research and financial modeling on 10 large-cap companies (directly reported to MD); built and cultivated relationships with key stakeholders: investor relations, equities sales force, traders and clients.

Education

Rahul received his Bachelors from Thapar Institute of Engineering and Technology and earned his MBA from New York University.

Quote from Rahul

"I enjoy giving back to the finance community and educating people especially on certifications like CFA, FRM etc, stock market investing and personal finance."

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LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20+ years of experience in the insurance industry as an analyst and consumer educator
• • 13+ years of background in research and the creation of content for consumers
• • Insurance expert with work that appears on many news and insurance sites

Experience

Penny has more than 20 years of experience in the insurance industry, with 12 years focusing exclusively on car insurance. She is an Insurance Consumer Analyst with QuinStreet–insure.com, a website targeted at providing insurance answers and information to consumers. Before working with QuinStreet, Penny's experience included work as a content manager and consumer analyst for CarInsurance.com and accounts payable manager for LR3 Enterprises, which transitioned to create CarInsuramce.com. Thus, she dealt with both the management of daily car insurance claim processing and the research of various car insurance concerns in the early years of her career.

Many see Penny as the primary spokesperson for the insurance industry and as a consumer insurance expert. Penny has managed, researched, and written content which covers multiple aspects of insurance concerns. She has a passion for investigating and answering consumer questions about all aspects of insurance including procedures, rates, policies, and claims.

Penny writes extensively about the insurance market. Her content appears as informational articles and as the response to consumer questions at the Ask the Insurance Expert at insure.com. She is a contributor to Forbes, MSN–Money, and Investopedia. Articles on CBS News, ChicagoTribune.com, and Kiplinger.com will reference her work.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20+ years experience as a government bond trader, trading manager and market strategist in the primary dealer community
• • 10+ years as Chief Market Strategist at full-service regional dealers
• • Markets opinion writer since 1984 making frequent appearances on financial TV

Experience

Richard considers himself a Financial Engineer using simple tools of technical analysis and proprietary analytics to provide price levels at which to buy a ticker on weakness and to sell a ticker on strength.

Richard is also an expert on Fed policy, the banking system and housing market. He understands how to read the FDIC Quarterly Banking Profile. He correctly predicted the housing price bubble in 2006 and the waves of bank failures that lead to the crash of 2008.

Market timing is a skill that enabled Richard to make significant market calls including the pop of the tech bubble in March 2000, the stock market bottom in the second half of 2002, the crash of 2008 and the stock market bottom on March 9, 2009.

Over the years Richard frequently appeared on financial TV. On many holidays he appeared for an hour covering stocks on a call-in / email-the-expert ‘Talking Stocks’ show on CNNfn. In 2002 he had his own show on Yahoo Finance TV called, ‘Traders’ Club with Richard Suttmeier’. He was president of the Society for the Investigation of Recurring Events in NYC from 2000 into 2009.

When Fox Business began in late 2007 he was a frequent guest on ‘Money for Breakfast’. Richard also made appearances on Reuters TV, Yahoo Finance Breakout and BNN in Toronto.

Richard has also made presentations to various investor groups such as MBA students at the University of Florida and South Florida, The American Association of Individual Investors, Wells Fargo Advisors, The Executive Form at the National Arts Club in NYC, Investors Roundtable of Wilmington NC, The Market Technicians Association, The Information Management Network when they cover Florida Banks in Ft Lauderdale, and the University of Tampa Investment Club.

Richard formed Global Market Consultants, Ltd at the end of 1988. An assignment worth mentioning is advising Market Vision with regard to features to include in their graphics which are now used by MetaStock, the graphing service he uses today. Another assignment was authoring the Technology Report for TheStreet.com. He also provided content for ValuEngine.com.

Richard is currently a freelance writer for Investopedia, Seeking Alpha, Forbes.com and TheMaven.net.

Education

Richard received his bachelor's degree in industrial engineering from Georgia Institute of Technology, and earned his Master of Science degree in Operations Research Systems Analysis from Brooklyn Poly.

Quote from Richard

"Give me a ticker and I will provide an analysis 'on the fly'."

Follow Richard

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Peter H. Westfall has a PhD in Statistics and many years of teaching, research, and consulting experience in a variety of disciplines. He has published more than 100 articles on statistical theory and methods, has written several books, and has garnered several teaching awards. He is former editor of The American Statistician and is a Fellow of both the American Statistical Association and of the American Association for the Advancement of Science.

Eric Halverson is an Investment Analyst for Envestnet|PMC. Within this role, he directly supports the senior analysts in conducting qualitative and quantitative due diligence on equity separate account and mutual fund investment managers.

Prior to transitioning to his current position, Mr. Halverson was a Senior Portfolio Specialist at Envestnet where he worked with broker-dealers and investment advisors to implement client portfolio strategies, while also supporting department management in trade-related inquiries.

Mr. Halverson holds a BBA degree in Finance from the University of Wisconsin at Whitewater and a Master’s in Science of Finance degree with a specialization in Financial Analysis and Management from the University of Colorado at Denver. He is pursuing the CFA Charter, having passed Level II in June 2016.

Eric Hananel is a principal at accounting firm UHY Advisors, NY INC.  He has more than 35 years of professional experience consulting with business clients and high net worth individuals on profitability enhancement, corporate structuring, succession, estate and financial planning. His wide range of experience enables him to advise and assist individuals and corporations over a wide range of additional tax matters. He can be reached at: [email protected].

Jaishri Hanuman is a seasoned finance professional, having worked in both buy and sell side advisory roles. After graduating Magna Cum Laude from a top tier finance program, Jaishri Hanuman worked as an investment banking analyst at a top tier investment bank in New York City, focusing on providing financial service advisory to clients in the Technology, Media and Telecom space. Thereafter, Jaishri Hanuman worked as a generalist hedge fund analyst for a multi billion dollar hedge fund in New York City. Additionally, Jaishri Hanuman played a pivotal role in launching a venture capital fund abroad as well as building the initial pipeline for the fund.

• • Former financial adviser with 10+ years of experience in personal and business banking at one of Canada's big five banks
• • 8+ years as a freelance business and finance writer working with some of North America's most well-known financial institutions and insurance companies
• • Digital publications and clients include Discover, American Express, Royal Bank of Canada, Scotiabank, BMO, TIME/Money, Forbes, The Hartford, Capital One, BNYMellon, Spark, ADP, Equifax, Staples, MetLife, and Aviva

Experience

Sarita is a former financial adviser with over a decade of experience helping clients manage their personal finances including financial planning, credit consolidation, and retirement goals. For the past eight years she has worked as a freelance digital journalist, blogger, and copywriter specializing in business, personal finance, and real estate. Sarita runs her business, Harbour Content Development Inc., from her off-grid home in Canada's subarctic.

Education

Sarita earned her Bachelor of Arts with Honours in Psychology and Computer Science from the University of Guelph.

Professional Designations

Sarita holds her Personal Financial Planning (PFP) designation.

Quote from Sarita

"One of my favourite things about being a financial adviser was teaching clients the basics of good personal finance. I believe that good money management should be a part of of our ongoing education, and I love sharing my knowledge with others as a freelance business and finance writer."

Follow Sarita

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Gregory W. Harmon, CMT, CFA, is the author of Trading Options and founder and president of Dragonfly Capital Management, where he provides expert technical analysis and trading ideas using stocks and options. This happens through two businesses: Dragonfly Capital Managed Accounts, an asset management firm investing for clients in separate accounts, and Dragonfly Capital Views, a premium trading and subscription newsletter. He is also an adjunct Professor at Case Western University's Weatherhead School of Management, teaching classes in Risk Management within Portfolio Management.

Mr. Harmon has more than 30 years of trading experience including many years at BNP Paribas, State Street and JPMorgan. He is the author of Trading Options: Using Technical Analysis to Design Winning Trades. Mr. Harmon’s work and premium service can be found at www.Dragonflycap.com.

• • 10+ years of experience as a financial advisor
• • 10+ years of investment analysis and capital market experience with High Tower
• • 5+ years as a Chartered Market Technician (CMT)

Experience

Matt Harris brings over 10 years of investment analysis and capital market experience to HighTower. Matt currently leads the Consulting Team at HighTower, which is focused on providing asset allocation and manager research recommendations to their advisor teams.

Matt received the Chartered Market Technician (CMT) designation in 2013.  Within technical analysis, he is focused on “macro trends”, intermarket analysis and combines trend-following & momentum techniques.

Prior to joining HighTower, Matt worked as a Financial Advisor with a Senior Institutional Consulting wealth management team, which subsequently left Morgan Stanley in the fall of 2008 to join HighTower. His work within the wealth management team focused on investment analysis, portfolio construction, and asset allocation.

Education

Matt received a BS in Finance from San Francisco State University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Cherith Harrison has been in the financial services industry for more than 30 years. She has worked for such companies as Merrill Lynch, Dreyfus, Calvert Investments and Diversified Investment Advisors, among others. Cherith's financial writing has been published in magazines such as More, Mergers & Acquisitions, Employee Benefit News, and Atlanta Woman. She has also been a featured speaker at numerous financial services industry symposiums and conferences. Cherith holds a B.A. in Economics from Michigan State University. 

Follow Cherith on Twitter or connect with her on LinkedIn.

• • Has been trading on the stock market since 1986, with a particular emphasis on options trading
• • Ran a highly successful investment advice business from 1986 to 1998
• • Sold his business and made trading his primary source of income in 1998

Experience

Ian has been an independent financial writer and researcher since 1998, and this combination of practical trading and technical knowledge has created great results. Prior to starting his website, Ian was constantly approached by people wanting him to trade for them. He decided that rather than ‘giving them fish,’ he would teach them to fish so that they could create their own profitable source of independent income. This was the basis for the creation of stock-options-made-easy.com (SOME). Ian wanted to share his knowledge, techniques, and straight-forward methods of explaining options trading with a wider number of people.

Through the website, individuals are able to become members and this provides them with all the real-time information they need to follow the proven and profitable strategies employed by SOME to conduct their own options and/or stock trading successfully and simply.

Education

Ian earned a doctorate degree focused on finance and marketing.

Quote from Ian

"My goal is to continue making money doing what I love, and helping others to do the same by sharing my wealth of knowledge through my writing and consulting services."

Follow Ian

LinkedIn

Twitter

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Contributor of over thirty articles on Investopedia covering topics such as wealth management, mutual; funds, and exchange-traded funds or ETFs
• • Combines her writing skills with her experience in the field of personal wealth management
• • Currently a full-time writer focusing on investing

Experience

After earning a degree in English Literature, Julia Hawley initially worked as a high school English teacher at a prestigious private school. However, she soon transferred to a new professional area, working at a prominent wealth management company in New York City. Currently, Julia is a full-time writer with a focus on investments, business, economics, and personal finance.

Julia's published work on Investopedia covers a number of topics including analyzing the return on equity for top banks, identifying top penny stocks, and mutual funds. Julia has also written extensively on personal finance including identifying the best retirement communities for retirees, stocks that are suitable for individual retirement accounts or IRAs, annuities, and the best exchange-traded funds or ETFs for retired investors.  

Education

Julia earned her degree in english literature.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Kali Hawlk is a financial writer and the marketing manager for XY Planning Network. She's passionate about helping others actively do more with their money, their careers, and their lives.

Financial Analyst at MarketPysch LLC and student at California Polytechnic State University in San Luis Obispo, CA majoring in Aerospace Engineering with a concentration in Astronautics.

Deacon Hayes is a Financial Expert who is best known for paying off $52,000 in consumer debt in 18 months. He has helped thousands of people develop a financial game plan so that they can achieve their financial goals in life. He started out as a Financial Planner for an investment advisory firm assisting high net worth individuals. After realizing that his passion was to serve the average person, he quit his job to start his own financial education company called Well Kept Wallet in order to help average people get from where they are to where they want to be with their career, money and lifestyle. He has been featured in the US News & World Report, MSN Money, Yahoo Finance and more.

James Helliwell is Chief Investment Strategist and Director of the Lex van Dam Trading Academy, a leading financial educator founded by hedge fund manager and BBC TV’s Million Dollar Traders creator Lex van Dam. James has over 10 years’ experience in financial markets, including derivatives trading and providing consultancy to some of the world's fastest growing hedge funds. As an economics major, James specializes in global macro trading and contributes his analysis of currencies, commodities and equities whilst managing a personal portfolio of listed and private equity investments. James has lectured at many world-renowned institutions including the London School of Economics, and is quoted in several major news outlets including the Financial Times, Reuters and Bloomberg.

Brett Hershman is a writer from San Diego, CA. He is the founder of Leverage Equity Research.  Brett is a nationally syndicated writer for over 70 top-tier outlets.  In addition to contributing for Investopedia, Brett is a staff writer at Benzinga.com.   His work has been seen in numerous National Publications including Yahoo Finance, TheStreet, The Washington Post, MarketWatch, CNN, Morningstar, MSN, Reuters, The Philadelphia Inquirer and the Baltimore Sun.  

Brett received his bachelor’s degree from Arizona State University.

• • 17+ years’ experience as a professional financial writer
• • Has been published in a wide range of media outlets
• • Deep bench of subject-matter-expert connections

Experience

Valencia Higuera is a freelance writer who specializes in personal finance, business, and digital marketing topics such as credit cards, debt, frugal living, mortgages, budgeting, careers, and retail banking services. Valencia’s portfolio showcases her diverse skills of copywriting, blogging, curating, and proofreading. Her work has been published in a wide range of media including Money Saving Pro, Smart Asset, The Huffington Post, MSN, CBS News, AOL, Money Magazine, CNBC, Fortune, The Motley Fool (U.S.), GOBankingRates, and MyBankTracker.com. Recently, Valencia has become interested in the healthcare arena, and has written content in that sector for venues like Healthline Media, and Everyday Health, Inc. Valerie runs her own independent contracting business in Chesapeake, Virginia.

Valencia is known for her adept researching skills, deep bench of industry-expert contacts, and dedication to her clients. She enjoys collaborating with marketing agencies to create press releases, landing pages, product descriptions, and results-driven sales copy; as well as helping her clients assess their needs and develop an effective content strategy.

Education

Valencia holds a Bachelor’s in English, Communications, and Journalism, from Old Dominion University, and an Associate of Arts degree in Language and Literature from Tidewater Community College.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Thomas Hill is a full-time published freelance writer. Featured in American and world-wide publications, he is a successful writer and journalist that writes on a multitude of financial, legal, and general topics. He has attended Central Connecticut State University in New Britain, Conn. and has direct legal experience.

Darby Hobbs, CEO/Founder, SOCIAL3

She is a visionary, social innovator, educator, and strategic marketer focused on ‘Telling the Story’ of impact and positive change that connects the heart, the mind, the wallet - creating the Circular Nature of Capital Formation.

Shelly Hod Moyal is the Founding Partner of iAngels, an angel investing platform that allows private investors to invest in high-tech companies in Israel alongside professional angel investors and VCs. Shelly has 10 years experience evaluating investment opportunities in private and public markets for investment firms, private individuals and corporations in the US, UK, Canada, Germany, Australia, Switzerland, Hong Kong and Israel. At UBS, she was part of a team that tailored investment portfolios for over 100 high net worth individuals in the US based on their risk appetites and personal dispositions, providing principal protection and recurring income throughout market volatility. Shelly worked as a research analyst at Avenue Capital’s flagship fund, which manages billions of dollars of investment capital. In this position, she and her team identified and analyzed distressed investment opportunities. At Goldman Sachs Investment Banking Division, Shelly analyzed several high profile M&A, IPO, Private Equity and restructuring transactions in high-tech, telecommunications, Internet, financials, retail and venture. She has an MBA from Kellogg Recanati, Chicago and earned her degree in Economics (Summa cum laude) at Hunter College, New York.

Nick, who has his CFP® and Masters in Financial Planning, mixes his expertise and technology to help clients live better financial lives. He is a Financial Planning Expert at Betterment.

Rupert Hope is a Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team. Prior to joining Lazard in 2014, Rupert was a Managing Director and Co-Head of Global Equity Distribution at Renaissance Capital. Previously, Rupert was at Deutsche Bank where he served as a Managing Director, running various emerging markets equity teams across the global platform. He has been involved in global finance and investing since joining Baring Securities in 1994. He has a BA (Hons) in history from the University of Durham and holds a global executive MBA from TRIUM (NYU/LSE/HEC).

Jamie Hopkins is Director of the American College’s New York Life Center for Retirement Income and an Associate Professor of Taxation at the American College where he helped develop the Retirement Income Certified Professional® (RICP®) designation. The American College of Financial Services is a non-profit, accredited, degree-granting institution focused on educating financial advisers. 

• • Formerly a senior and institutional trader for 10 years
• • Opened a media content firm targeting active traders in 1998
• • 20+ years of experience in writing financial content

Experience

After a more than 10-year career as a senior and institutional trader and analyst at several derivative and securities tradings firms, Louis decided to begin a career in financial journalism. He opened 3Mick Publishers, LLC as the principal in 1998. 3Mick Publishers offers financial newsletters and other media content targeted to the active trader market.

Louis was the founding editor-in-chief for Variable Product Specialist, now Boomer Market Advisors and part of Wiesner Publishing. His background includes interviewing influential people in the financial services sectors, which can be found on TradersEdgeNetwork.com and posting to About.com's Day Trading platform.

He continues to contribute to TheBalance.com, Work.Chron.com, PocketSense.com, Spencer Trask Company, and Investopedia. His work appears in syndication on Yahoo and in The New York Post online.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Co-owner of a comprehensive financial planning firm in Washington, D.C.
• • 10+ years of experience in the financial services and planning industry
• • Teaches her clients how to sustain financial health

Experience

Melissa Horton is a financial literacy professional who is passionate about educating individuals, families and entrepreneurs about the power of smart money management and the importance of financial literacy. She has used her undergraduate degree in finance and her master's in marketing to establish and co-own a comprehensive financial planning firm in Washington, D.C. During her decade in the financial services and planning industry, Melissa has taught thousands of clients how to create and sustain financial health through better understanding what their money has the potential to do for them. In addition to working with clients, Melissa contributes content for a number of online and print resources focused on financial education, business ethics, jobs and salary, IRAs, and personal finance.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Expert at crafting analytics with editorial and creative content
• • 10+ years as creative director for Inkubate, a technology analytics firm
• • Well versed in identifying (and seizing) investment potential

Experience

Julia Ingall is a Sydney Australia-reared, NYC-based communications all-rounder, Julia frequently collaborates with design agencies, brands, start-ups and publishers in both hemispheres on all aspects of copywriting and editing. Backed by a Master of Arts (Professional Communication) and over ten years of wordsmithing, Julia caters to a spectrum of verticals, from beauty and fashion, to property and tech. With a background in real estate marketing, investment and renovation, Julia is well versed in identifying (and seizing) investment potential, and has mastered the property finance maze in the process. She’s spent her adult life honing sharp personal finance instincts, balancing day-to-day life enjoyment with the big financial picture, in two of the “Top 10 Most Expensive Cities on Earth.”

Education

Julia holds a BA in communications from the University of New England (Australia) and an MA in professional communication from Deakin University (Australia).

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

I'm a writer and editor focused on business, finance, and macroeconomics for the past 10 plus years covering American and European financial markets and economies. I have worked with a number of print and online media outlets, including SNL Financial (Now part of S&P Global) and Seeking Alpha. 

Tim Mullaney was a national economics correspondent at USA Today and E-Business Editor of BusinessWeek. His work has been honored by the New York Press Club, the Deadline Club of New York and others. He writes about the economy, technology and health care. 

• • Over 30 years as an academic, currently specializing in academic English, with a focus on editing of manuscripts written by non-native speakers
• • 30 years of journalistic experience in the financial, management, and higher educational areas
• • Stong interdisciplinary approach to journalism and often with insights provided by German connections

Experience

Brian is based at the University of Muenster in Germany and specialize in English for academic research, giving courses in this area there, elsewhere in Germany, and beyond. His main work activity is academic editing in business, economics and other related fields, such as communication and psychology. Brian also works as a freelance journalist in the financial, business, and higher educational fields. His hobbies of literature and film have provided him with further insights into the clear, correct and compelling use of English. In addition to his more recent editing work, Brian has published extensively and internationally for many years in a variety of business and economics journals and magazines, and even language ones. This work has provided him with an ideal background for his current professional offerings.

His teaching has covered the fields of economics, marketing, international business, general management, cross-cultural management, presentation, and communication. Brian has also taught specialist courses on English for academic research in the fields of marketing, economics, psychology, and communication science.

Education

Brian received his Bachelor of Commerce with Honors and his Master of Commerce degrees from the University of Witwatersrand, Johannesburg. He earned his Doctorate of Commerce degree from the University of South Africa.

Quote from Brian

"Journalism is an intensely satisfying and intrinsically rewarding activity. It enables me to combine my writing, financial and other business-related skills, in a creative and interdisciplinary manner. Particularly in the investment field, my own extensive experience, both positive and negative, enriches my work. I feel that I am making a very real contribution!"

Follow Brian

Website

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Four articles published on Investopedia
• • 25+ years experience in business development, including 16 in marketing and writing for the architectural and engineering sector
• • Professional writing experience includes press releases, resumes, executive speeches, business plans, and financial articles

Experience

Michael is an accomplished writer, marketer and business development professional. He has written successfully for companies and individuals both as a freelancer and as a full-time employee. In his current position at DR Consultants & Designers, he writes proposals, marketing collateral to secure work for the company on public-sector and government projects. In addition to writing articles for Investopedia, his previous recent work experience includes marketing, editing and writing at Cardno and Tetra Tech, both engineering firms specializing in public works projects.

Education

Michael earned his bachelor's degree at the University of Massachusetts, Amherst.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20 years of investing and industry experience
• • 10 years as a buy side equity trader
• • Founder of Mott Capital Management in 2014

Experience

Michael Kramer is the Founder of Mott Capital Management. His unique investment philosophy centers on seeking investment opportunities that are influenced by everyday life activities, and by observing new trends and products that are popular or are trending towards popularity. Additionally, he devotes a significant part of his research to global macroeconomics and central bank policies impacting financial markets.

Kramer runs the Mott Capital Management actively managed long-only Thematic Growth Portfolio, which holds these stocks: AAPL, ACAD, ALKS, CELG, DEO, DIS, GOOGL, MA, MO, NFLX, NXPI, RTN, SWKS TSLA, UL, V, VOD and VZ.

Kramer began his career in high-risk trading environments, trading both US and international equities. His trading skills coupled with his comprehensive, financial analysis of public companies, have given him a unique perspective on investing, which stands out from analysts who simply look at top-line numbers. In addition to fundamental analysis, Kramer also incorporates technical and options market analysis into his research.

Kramer is a fundamental writer for Investopedia.com, analyzing stocks and market news that is helpful for everyday investors to make short and long-term investment decisions.

Education

Michael received his Master's Degree in Investment Management from Pace University.

Quote from Michael

"I like to help people become smarter and better investors."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Michelle L. Jacko, Esq. is the Managing Partner and CEO of Jacko Law Group, PC, a securities law firm which offers securities and corporate legal services to broker-dealers, investment advisers, hedge/private funds and financial professionals. In addition, Ms. Jacko is the Founder and CEO of Core Compliance & Legal Services, Inc., a compliance consultation firm.

Ms. Jacko specializes in investment advisory and broker-dealer firm formation, hedge and private fund development, mergers and acquisitions, transition risks and investment counsel on regulatory compliance and securities law. Her practice is focused on the areas of corporate and compliance risk management, contracts, policies and procedures, testing of compliance programs (including evaluation of internal controls and supervision), performance advertising, soft dollar arrangements, best execution, separation agreements and much more.

Previously, Ms. Jacko served as Of Counsel at Shustak & Partners, PC. Prior to that, she was Vice President of Compliance and Branch Manager of the Home Office Supervision team at LPL Financial Services, Corporation (Linsco/Private Ledger). Ms. Jacko also served as Legal Counsel of Investments and Chief Compliance Officer at First American Trust, FSB and held the position of Compliance Manager at Nicholas-Applegate Capital Management. In addition, Ms. Jacko was with PIM Financial Services, Inc., and Speiser, Krause, Madole & Mendelsohn, Jackson.

Ms. Jacko regularly presents at conferences throughout the nation, and is a frequent contributor to various industry journals. In 2013, Ms. Jacko was appointed to the Editorial Advisory Board for the Wolters Kluwer publication Practical Compliance and Risk Management for the Securities Industry. She is Speaker's Bureau Chair and Co-Founder of the Southern California Compliance Group and is involved in the American Bar Association (Business Law Section), State Bar of California (Corporations Committee, where she serves Chair of Education/Publications) and San Diego County Bar Association. She also is a FINRA Arbitrator. Ms. Jacko was named as a Top 20 Rising Star for "Who's Who" in Upcoming Compliance Professionals by Compliance Reporter magazine in 2006. In 2014, Ms. Jacko was named as a finalist for San Diego Magazine's 2014 Woman of the Year Award. She was also recognized as a finalist for San Diego Business Journal's 2014 Women Who Mean Business Awards.

Ms. Jacko received her J.D. from St. Mary’s University School of Law and B.A., International Relations, from the University of San Diego. She is admitted to the State Bar of California and United States District Court, Southern District of California. Michelle is a past two-term board member for the National Society of Compliance Professionals (NSCP), holds NSCP’s Certified Securities Compliance Professional (CSCP) designation, and is an active member and presenter.

Hillary Jackson has worked as a professional journalist for more the 20 years, covering general interest topics and financial markets around the world. As a financial journalist, Hillary has worked for Euromoney Institutional Investor in New York and London and for Dow Jones Newswires in London. She also has experience in Southeast Asia, having held the Cambodia bureau chief position for Reuters in Phnom Penh in the early 2000s. She has had bylines in Institutional Investor, Traders Magazine, Alpha, The Wall Street Journal Europe, and Bethesda Magazine, as well as several newspapers and trade publications. Most recently, Hillary has developed an expertise in the U.S. mutual fund industry as the editor for four years of trade magazine Fund Directions and before that as a reporter for sister magazine Fund Action. Hillary holds a bachelor’s degree in journalism from the University of Connecticut and lives in the Washington, D.C., metro area with her husband, a wildlife conservationist, and two children. She can be followed on Twitter at @hilljax and reached via email on [email protected].

Chris Jagers is the CEO of Learning Machine and enterprise software company serving verticals in higher education, non-profits, and mission driven organizations. Chris is also collaborating with the MIT Media Lab on creating an open platform for issuing digital certificates using the Bitcoin Blockchain.

Pratik is a finance professional from India with strong inclination towards events in the financial markets. He has graduated with MBA with majors in Capital Markets and has cleared Level I of CFA course curriculum. His other areas of interest include personal finance, behavioral economics as well as the football.

Rustam is a PhD student in economics at London Business School. Prior to doctorate studies, he has worked in investment management (State Oil Fund of Azerbaijan) and central banking (Central Bank of Azerbaijan). Rustam is a co-editor of the book “Neo-Transitional Economics” and is an author of multiple academic papers, book chapters, policy reports, and newspaper and journal articles. He has consulted multiple international organizations such as the World Bank, United Nations, and Economic Cooperation Organization. He holds an MSc degree in economics from the London School of Economics and Political Sciences, a bachelor in economics from Bocconi University, and a bachelor in business administration from Central European University Business School.

• • 5+ years of professional experience as a Wealth Management Advisor and Portfolio Manager at Genève Invest
• • Genève Invest (Europe) S.A. - Asset & Wealth Management: Relationship Manager - Head of the English Desk
• • Bloomberg and S&P Capital IQ skills: Intensive training courses at Bloomberg Geneva and work experience as well as essential training programs in commodities, equities, fixed income and FX essentials

Experience

Daniel's expertise is in the following fields: behavioral finance, equity investments (particularly value-investing), exchange-traded funds (ETFs), fixed income (particularly corporate bond investments), and portfolio management practices.

His expertise in portfolio and fund management includes creation of customized investment solutions and further development of the investment decision framework. Construction of individually tailored portfolios.

Education

Daniel received his Bachelor of Arts in International Business from the Berlin School of Economics and Law, as well as a Bachelor of Arts in International Business with Honours from Lord Ashcroft International Business School in Cambridge, part of Anglia Ruskin University. He earned his master's degree with distinction in finance and management at the University of St. Andrews.

Quote from Daniel

"I share the belief that an investment in knowledge and education pays the best interest. I have developed a passion for learning and it is highly rewarding to share relevant know-how with interested people."

Follow Daniel

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Founder of DocSpot Financial
• • Helping high net worth investors create individuals investment, tax and estate transfer strategies
• • Small business plan creation and facilitation 

Experience

The focus for Matthew Jarrell's practice is to provide an alternative to traditional investing. Matthew and his team model the endowment approach with many types of investment management. They take the concierge approach for our clientele offering as many differed services as fitting for the scope of our practice. Each investor is treated as unique in the approach to investment management and plan creation. In a world of discount brokerage and robo advisors, Matthew is focused on serving those who appreciate quality. Matthew also has the AIF and CFS designations.

Education

Matthew received his Bachelor's Degree from Western Michigan University.

Quote from Matthew

"Discover what a client wants. Give it to them in an excellent way. Keep giving it to them."

Follow Matthew

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Founder of SPYderCRusher Research
• • Investopedia Academy Instructor and contributor for Excel and Algorithmic Trading
• • Holds the Chartered Financial Analyst (CFA) designation 

Experience

Daniel Jassy, CFA, worked on idea generation, due diligence and modeling as a portfolio manager for a long-only equity fund. Daniel was awarded the Chartered Financial Analyst® designation in August of 2016 after passing levels I, II and III of the CFA® exam. He has expertise researching, developing, and modeling financial market data using quantitative and qualitative analysis.

Daniel founded a financial research firm, SPYderCRusher Research, to advise clients on US capital market expectations. He developed quantitative breadth models that highlight changes in the US stock market which lowered portfolio volatility for clients. Daniel also currently designs and develops trading-analysis software, which provides an edge to portfolio managers by lowering execution costs.

Education

Danny earned his BS in Accounting from the Charles W. Lamden School of Accountancy at San Diego State University

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 5+ years of experience in business and financial analysis
• • 3+ years of experience in writing for financial publications
• • CFA charterholder

Experience

Vikram Jhawar is an enthusiastic young finance professional with a deep passion for research and teaching. He is currently a senior business analyst at Credit Suisse and is a freelance writer for Investopedia. 

Education

Vikram earned his Master of Science in Biological Sciences at Birla Institute of Technology and Science, Pilani in India and hopes to integrate his knowledge of biology, especially ecology, with finance. 

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Dr. Robert “Bob” Johnson, CFA®, CAIA®, is President and Chief Executive Officer of The American College of Financial Services, a non-profit, accredited, degree-granting institution that has educated one in five practicing financial advisers in the U.S. Prior to joining The College in 2014, he served as Professor of Finance in Creighton University's Heider College of Business.  From 1996 to 2011, he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion. Dr. Johnson is the author of multiple books and over 80 scholarly articles. He is co-author of the books Invest with the Fed, Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies.

Holly Johnson is a wife, mother of two and frugal lifestyle enthusiast. She writes her own blog, Club Thrifty, and she is a staff contributor to GetRichSlowly.org. She describes herself as” obsessed with getting the most out of her money, her work and her life.”

Adam Johnson is Founder and Author of Bullseye Brief, an investment newsletter which presents thematic and actionable ideas several times each month. His podcast reaches 27,000 investors. He regularly hosts events for several Fortune 500 companies, including J.P. Morgan Chase, NASDAQ and Time Inc.

Prior to launching Bullseye, Mr. Johnson anchored several business programs at Bloomberg Television over six years, interviewing CEOs, heads of state, and prominent investors. His daily video investment blog, Insight and Action was sponsored by a major U.S. lender. Previously he managed global risk assets for ING Furman Selz, trading listed equities and equity options. He also traded jet fuel and heating oil for Louis Dreyfus Energy. Adam began his career at Merrill Lynch as a financial analyst, following his graduation from Princeton University with a degree in economics.

Caralee Adams is a freelance writer based in Bethesda, Maryland. She has been a journalist for more than 25 years. She covers personal finance, education, parenting, health and other topics. Adams has a bachelor’s degree in journalism from Iowa State University and a master’s in political science from the University of New Orleans. 

• • Virtual reality screenwriter, attorney, and CPA
• • Writer for Investopedia's definitions content
• • 20+ years as CFO/Controller for various tech start-ups

Experience

Jeff is currently combining his knowledge of screenwriting and storytelling, law, finance, accounting, and business to create virtual reality content. Writing the scripts for Investopedia's video definitions was instrumental in building a foundation for taking these skills to the virtual reality domain. That domain is still emerging and developing, so he's excited to see what happens. While that develops, Jeff is working on various virtual reality scripts for when opportunities arise.

Education

Jeff received his master's degree from Baylor University and his doctorate from Southern Methodist University.

Quote from Jeff

"It's a pleasure combining my business, accounting, financial and legal expertise to help people understand financial and economic concepts. If I can do it by telling them an entertaining story along the way, well that's even better."

Follow Jeff

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 3+ years writing content for Investopedia.
• • Teaches macroeconomics and Southeast Asian history at St. Stephen's University in St. Stephen, NB.
• • Passed the first two levels of the CFA exam.

Experience

Taking difficult concepts or ideas and breaking them down for the layperson is Matt's specialty, which he has honed over the years beginning with his undergraduate thesis that he wrote on language, meaning and interpretation. Since then, his outlets for developing that specialty have been writing for Investopedia, teaching at St. Stephen's University, and he recently began blogging at Medium.com on topics related to money and banking (check out his personal profile here: https://medium.com/@mattdjohnston92).

Education

Matthew received his bachelor's in Interdisciplinary Studies from St. Stephen's University and his master's in Economics at The New School for Social Research.

Quote from Matthew

"The world of finance can feel like an arcane and daunting place for newcomers, but it's just another language that when presented to people in just the right way, doesn't have to be so frightening. That's what I like doing, taking the obscurity out of finance and helping people to see that it's not just for the experts."

Follow Matthew

Twitter

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Prior to joining Hedgeye Risk Management, Daryl was the sector head for Basic Materials at HIG Capital's hedge fund, Brightpoint Capital. Earlier, Daryl founded the public investment effort at Onex Corporation, a leading private equity firm. At Hedgeye, Daryl covers commodities, geo-politics, and major asset classes outside of equities.

Daryl holds a bachelor’s degree from Yale University and a master’s degree from Columbia University in finance and value investing. While attending Yale University, Daryl played for the men’s ice hockey team.

Prior to joining Hedgeye Risk Management, Todd ran a consumer long/short fund on the Jefferies Asset Management platform and had been a consumer sector head at Cobalt Capital and Ardsley Partners. Previously, Todd worked as a sell-side analyst at Raymond James, Dresdner Kleinwort Wasserstein, and Buckingham Research. He has won numerous Wall Street Journal awards for stock picking and earnings accuracy.

Todd holds an M.B.A. in analytical finance from The University of Chicago.

Art director and graphic designer Joy Makon has created editorial content for publishers including Hearst, Scholastic, Inc., Scientific American, Time Inc, Gruner+Jahr USA, The New York Times, Consumer Reports and Fairchild. As a mentor and teacher, Joy has been an instructor in magazine design and digital art at Parsons School of Design and New York University. She currently consults on print and online graphic design for start-ups, book publishers and not-for-profits, while spinning off a new career path as a fine-art watercolorist.

R. Julius Mandelbaum writes about business and finance. He's based in New York.

Amelie Jung earned a Masters from the New School for Social Research in Liberal Studies in 2012.  Her interdisciplinary studies and living in New York woke her interest in economics and she started taking economics classes as part of her degree. Her thesis focused on business history - particularly on women in the financial sector in the 1960s and 1990s. After graduation she worked for a start-up company in market research and strategic consulting in New York and worked with various Fortune 500 clients. In order to pursue her continued interest in economics and increase her understanding of financial markets she took online classes at Yale and Wharton in her free time. She recently moved back to Europe to pursue a career in management consulting.

Nikki Jurado is a licensed financial advisor, entrepreneur, forex trader, and writer. She has contributed for TheNewSavvy.com and Holdfolio.com. She authored Money, Love, and Rock n’ Roll, which aims to promote financial literacy and education among millennials.

Brooke Kaelin is a freelance editor and writer with ten years of experience. Her areas of expertise include: credit, deal-hunting, affiliate marketing, parenting and psychology. Kaelin is the author of one ghost-written book and over two thousand online articles. Her work has been featured in US News and on the front page of Yahoo. Brooke lives in Louisville Kentucky with her husband and kids.

• • 10+ years of experience as a freelance writer specializing in stocks, foreign investments, business, and finance
• • Owner of a subscription blog newsletter offering advice to small investors
• • Has an understanding of startup business as the co-founder of the travel site, Travel the Mitten

Experience

Chris began trading with only a few hundred dollars at the age of 18. He developed his method of selecting low-priced and fundamentally sound stocks, which he now shares with his readers.

Chris has been writing for the financial news industry for over 10 years. He specializes in small- and medium-cap stocks and investing, initial public offerings (IPOs), small business, entertainment, and finance. His focus is on generating investing ideas in small-cap equities while also seeking growth and value stocks which outperform the market. Chris is a frequent contributor to sites such as Seeking Alpha, Investopedia, Yahoo Finance, Investor Place, Motley Fool, and The Street.

He is the owner of a subscription blog newsletter, Stocks Under $20, on the Marketfy site. Marketfy offers financial products and newsletters from industry professionals.

Chris understands the trials and pitfalls of starting an online service from scratch as the co-founder of the website, Travel the Mitten. His site highlights the wonders of the state of Michigan.

Education

Chris attended Grand Rapids Community College.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

David Keller, CMT, is passionate about viewing the markets through the lenses of behavioral psychology and technical analysis.  He is a Past President of the CMT Association and currently serves as a Subject Matter Expert for Behavioral Finance.  David was formerly a Managing Director of Research at Fidelity Investments in Boston as well as a technical analysis specialist for Bloomberg in New York.  You can follow his thinking at marketmisbehavior.com.

Tim Kelly is a twenty year veteran of financial markets. He is presently Editor and Chief Content Officer at Biz2Credit. He has held top positions as head of media at Bloomberg Financial Markets he was the creator of Bloomberg Personal Magazine. Mr. Kelly was also Co-Producer of the Nightly Business Report while head of Marketing at Bridge Informations systems. Tim recently was the creator and Editor-in-Chief at 401kTV.

Joshua Kennedy is a Boston-based investor and writer. He began his career in financial journalism prior to transitioning to professional investment management focused on global equities. His writing and quoted opinions have appeared in The Wall Street Journal, Barrons.com, Forbes.com and Institutional Investor.com in addition to other publications. He maintains the blog EconomicMetaphor.com. Connect with him on Twitter @econ_metaphor.

• • 20+ years trading financial markets, from clerking on Salomon Brothers Mortgage Trading Desk to long/short equity hedge fund manager
• • 10 years as head trader at Peahi Capital
• • Lead instructor, Investopedia Academy's Crypto Trading; Editor, Banyan Hill Publishing

Experience

Ian King is a professional trader and former hedge fund manager, with over two decades of experience trading and analyzing the financial markets.  

He is the editor of Banyan Hill's popular Crypto Profit Trader, a weekly investment advisory that highlights actionable crypto investment ideas. He also writes a weekly column for Sovereign Investor Daily — keeping readers apprised of the latest market developments. Ian has appeared on Fox Business News, Cheddar, Real Vision, Investopedia, Zero Hedge, Seeking Alpha, and other media outlets. 

He started out as a desk clerk at Salomon Brothers’ famed mortgage bond trading department, then moved on to credit derivatives at Citigroup. From there, he spent a decade trading options as head trader at Peahi Capital, a New York-based hedge fund.

In 2017, he collaborated with Investopedia Academy to launch Crypto Trading, an online course that teaches investors how to capitalize on crypto asset volatility. Ian is passionate about helping investors make sense of the markets and take control of their portfolios and financial future. 

Education

Ian received his Bachelor's from Lafayette College with a degree in Psychology.

Professional Designations

CMT Affiliate

Quote from Ian

"A famous teacher once said, “If you want to learn something, read. If you want to understand something, write. If you want to master something, teach." I am passionate about teaching the art of trading, and helping investors discover their own unique investment process."

Follow Ian

Twitter

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 8+ years of experience as a content writer and digital editor
• • Finance journalist with content appearing in national and international publications
• • Background in conducting research and data analyst with experience creating studies and surveys

Experience

Working as a writer and editor since 2010, Elyssa began her career as the Editor in Chief for the student-produced magazine at Brigham Young University (BYU). There, she designed, edited, and managed magazine content and layouts. Elyssa worked as an SEO specialist and copywriter at SEO.com and Click Optimize Now and as an assistant editor for Autism Asperger’s Digest.

After this time, Elyssa moved into the finance sphere when she worked with GoBankingRates.com as a content creator, editor, and finance writer. Here, she managed freelance contributors, conducted personally sourced research, and wrote outlet-specific content. Elyssa then moved to Student Loan Hero, a site for those wishing to gain insight on managing debt and achieving financial independence, where she works as a finance writer. She acts as a topic expert, originates and manages research projects, analyzes the results of studies and surveys, and writes content. Her topics include debt, student loans, and finance.

Education

Elyssa earned her Bachelor of Arts in Creative Writing, Communications, and Design at Brigham Young University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Rami Kiwan holds a Master’s degree in Economics from the Université de Montréal in Canada, where he graduated with distinction. His short experience in academic research and teaching has helped him develop statistical analysis skills and expand his knowledge of academic literature and economic theory. He also has four years of experience as an economist in the public and private sectors where he analyzed several proposals on economic policy, budget measures, fiscal policy, taxation, labor market, immigration, public utilities, natural resources, credit rating methodologies, and business conditions. Besides economics, his interests include history, geopolitics, photography, wine, whiskey, bartending, and (lots of) jokes. Learn more about him on LinkedIn and follow him on Twitter.

Kim Klaiman is a full time options trader and has been trading stocks and options for more than 10 years. Kim is a founder of educational blog and forum https://steadyoptions.com/. He likes to trade a variety of non-directional trades with low correlation to limit the total portfolio risk. Kim holds a BSc degree in Computer Science. He lives in Toronto, Canada.

• • 20+ years of experience in the financial services industry
• • Provides insight to investors as a founding member of the BlackRock Investment Institute
• • Expert investment strategist and advisor who regularly appears in the financial industry's online, print, and broadcast media

Experience

Russ has more than 20 years of experience in the financial services industry. He started his career in research and equity analyst with Instinet Research Partners. He then moved to State Street Bank and Trust where he worked as a strategist until moving to Barclays Global Investors (BGI) in 2005. Russ became part of the BlackRock team as they assumed the BGI fund-management arm in 2009. Since that time, he has filled numerous positions with BlackRock, including Chief Investment Strategist and Head of Model Portfolio–Solutions. With over $120 billion in assets and more than $7 billion in alternative products, Russ is responsible for business strategy and commercialization of active equity business.

Through the Blackrock Investment Institute, of which Russ is a founding member, he delivers insight to investors on global issues. He is a prolific writer of articles which appear in the BlackRock Blog and on Investopedia. These pieces repost on many financial news media websites such as Seeking Alpha, ETFDailyNews.com, Nasdaq.com, AdvisorPrespectives.com, BusinessInsider.com, Flipboard, and Yahoo. Russ has two books to his credit, The ETF Strategist (Portfolio Hardcover, 2008) and The Ten-Trillion Dollar Gamble (McGraw Hill 2011).

Seen as an expert in the financial industry, Russ has frequent appearances on Fox Business News, CNBC, CNN, CBS, and Bloomberg TV. USA Today and The Wall Street Journal are just two of the places you will see him quoted. He speaks at road shows, conventions, and many other events.

Education

Russ received his Master of Business Administration in Capital Markets from Columbia University, and earned his Juris Doctor at Boston College.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Louis Kokernak has been serving the investment community for nearly 30 years, after obtaining an MBA from The University of Texas. He founded Haven Financial Advisors as a fee only advisor in 2002. His goal was to deliver unbiased advice to clients. He has been quoted in the Wall Street Journal, Barrons, Bloomberg News among many other media outlets. Lou has taught courses to CFP candidates at The University of Texas, St. Edwards Univerisity, and the University of Texas at San Antonio.

• • Investor and market watcher for more than 40 years. Education and work experience in economics, financial analysis and quantitative methods.
• • Author of the case-based career management handbook "Career Confidential: An Insider’s Guide to Business." The Financial Careers Expert for About.com from 2008 to 2016.
• • Small business consultant, freelance writer and business school guest lecturer on management, marketing, strategy and entrepreneurship.

Experience

In 14 years with Merrill Lynch, Mark had a leading role in designing state-of-the-art systems for profitability analysis and client relationship management, recognized as the most advanced on Wall Street, and which guided corporate strategy. Through this work, Mark gained thorough knowledge of the securities and wealth management products offered to individual investors. He later led market research and data mining efforts aimed at increasing the firm’s market share among high net worth investors. Earlier, at AT&T, Mark developed a sales forecasting system based on financial models of key corporate clients, before moving into project analysis. As a management consultant with Touche Ross, which later merged with Deloitte, bank operations and mutual fund accounting were his particular areas of expertise.

Education

Mark received his MBA from The Wharton School of The University of Pennsylvania in Finance and his Bachelor's from Harvard College, magna cum laude in Economics.

Quote from Mark

"The surest route to building wealth is diligent saving, coupled with a disciplined, long-term approach to investing that ignores short-term market noise. Treat the pronouncements of so-called market gurus with healthy skepticism. Few have long independently-verified track records of predictive accuracy."

Follow Mark

Twitter

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 23+ years of experience as a freelance journalist
• • Appears regularly in first-rate national publications, including The New York Times, Crain's New York Business, and Money Magazine
• • Widely regarded in as an expert interviewer who produces in-depth investigative thought pieces

Experience

Susan is a freelance journalist, writer, and blogger based in New York City. She began her career as a regional correspondent for The New York Times' Long Island Weekly sections and went on to cover investment industry news for On Wall Street Magazine and REP Magazine, now WeathManagement.com.

Susan has had numerous articles published in Crain's New York Business and Money Magazine. She is a regular contributor to Allbusiness.com (Dun and Bradstreet). Susan's expertise spans a variety of subjects including wealth management, economics, investing, and social media. She has also written many in-depth company profiles, in the biotech and pharmaceutical sectors.

In the field of journalism, Susan is an excellent reporter and researcher. Her colleagues know her as a person who can ask the tough questions which lead to in-depth explorations of any subject she tackles.

Education

Susan earned her Bachelor of Arts in Journalism at Adelphi University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 37+ years of experience and insight in analyzing and forecasting global financial markets
• • 13+ years as the Chief Market Strategist at Asbury Research LLC where he helps professional investors manage market risk and improve investment performance
• • Certified Chartered Market Technician (CMT) since 1999 and holds Series 63/65 licenses

Experience

For the first half of his career, John Kosar worked on the trading floor of the Chicago futures exchanges, where he got an inside look at how the U.S. financial markets work. John's experience from his early years helped him develop his unique analysis, insight, and perspective. Since 2005, John's firm, Asbury Research, has been providing comprehensive investment research and specific investment ideas to professional investors and sophisticated individual investors.

John is frequently quoted in the financial press including The Wall Street Journal, and Barron’s, and his work has been published on Investopedia, Forbes, and CNBC. John's writing contains a unique set of technical and quantitative metrics designed to identify low-risk investment opportunities. His focus includes a blend of macro analysis of the U.S. economy along with an analysis of market sectors, individual assets, Treasuries, foreign exchange, and commodities. He is a member of the American Association of Individual Investors (AAII), the National Association of Active Investment Managers (NAAIM), and the CMT Association (formerly Market Technicians Association).

Education

John attended the Harrison College of Business at Southeast Missouri State University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Petar Kotevski is a forex trader and writer with 9 years of experience in financial markets. He has been following bitcoin since 2010. Last year, Petar started getting more involved by writing articles for Forex News, on bitcoin and other alternative currencies. 

• • Certified Financial Planner with over 10 years of experience helping financial advisors, investment brokers and insurance agents grow their business online.
• • Owner of Well Said Content helping professionals communicate better with clients through customized digital solutions.
• • Digital marketing expert specializing in email marketing, social media activity along with personalized websites and blogs.

Experience

Tahnya Parachuk has over 15 years of experience in the financial services and investment industries and she became a licensed Certified Financial Planner in 2005. After the market crash, Tahnya took her financial expertise out of sales and into the marketing world where she helped companies such as LearnVest and H&R Block create content for their clients. Over the years, her digital expertise has expanded and today she helps financial advisors communicate with clients online through email newsletters, websites, blogs and social media.

Education

Tahnya received her Bachelor's Degree in Economics from Concordia University.

Quote from Tahnya

"Everyone is more powerful when they understand money."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20+ years of experience in the financial industry working as an account manager
• • 10 years of experience writing about technical trading, derivatives, option strategies, fundamental analysis and market events
• • Provides financial and marketing consulting services to small business owners in and around his hometown  of Laguna Beach, California

Experience

Jeff Krohnfeldt spent 22 years in the financial industry working as an account manager, option principal and in private equity. For the last 10 years, he has applied that experience to providing first-hand information to readers on a variety of topics including technical trading, derivatives, option strategies, fundamental analysis and market events. Krohnfeldt uses his background in finance to extract the essential elements from complex topics and present them in a format that provides actionable insights. In addition to covering financial topics, he provides financial and marketing consulting services to small business owners in and around his hometown of Laguna Beach, Carolina

Education

Jeff graduated from California State University-Long Beach in 1981.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 28+ years of experience in the financial services industry
• • Expert on retirement planning
• • Media spokesperson who writes extensively about financial planning

Experience

Rob is a financial professional with more than 28 years of experience in the industry with expertise covering multiple angles of financial planning and retirement benefits. Since 2007, he works as the Head of Investment and Retirement Education with BlackRock. Here his focus is on the development and delivery of practice management, wealth management, and market insight programs. Previously, he was with Merrill Lynch for more than 17 years, most recently as a Director of Equity Awards working with supporting stock options for large public companies, restricted and performance share plans and senior executive benefit management services. Also while at Merrill Lynch, Rob managed the IRA platform, and developed advisory services and web-based initiatives to assist plan participants with retirement planning and investing.

Rob regularly appears on many financial media broadcasts, including CNBC, Fox Business News, Bloomberg, MSN Advisor TV where he shares his insights. You will see his writing in the Wall Street Journal, USA Today, MSN, Seeking Alpha, Nasdaq, MarketWatch.com, and Investopedia. You will also see Rob's work for BlackRockBlog.com reposted on numerous financial websites.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 20+ years as television producer and co-anchor
• • 10+ years in financial services
• • 3+ years as CEO of start up, Wealthramp

Experience

Pam just launched Wealthramp, an online solution to help consumers find qualified financial advisors who adhere to the highest fiduciary standard, and who are not commission-driven. Wealthramp uses an eHarmony style algorithm to match individual investors to the best-fit advisors, and is available to consumers at no cost. Pam also created the award-winning MoneyTrack investor education television series seen nationally on over 250 PBS stations. She is the recipient of a 2010 and 2009 Gracie Award, educating the public about personal investing, and finding the right financial advice. Watch for Pam’s newest one-hour special, MoneyTrack: Money for Life on PBS stations starting in late 2016. Pam serves on the board of directors of the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens.

Education

Pam earned a Bachelor of Arts in Political Science from the University of Colorado.

Quote from Pam

"I learned late in life that you don't have to be wealthy to be financially secure. My hope is that I can teach average folks that anyone can have financial security and a comfortable future by using a simple, common sense strategy... and it's never too late to start!"

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Founder and managing partner of Volpoint Capital
• • Has held positions in both retail and institutional trading and sales
• • Holds Chartered Market Technician designation

Experience

In 2016, Charles co-founded Volpoint Capital, LLC. He started his career in the finance industry in 2008 at Charles Schwab & Co., Inc. He joined the CMT Association in 2009 and earned his Chartered Market Technician® Designation in 2016. Charles has held positions in both retail and institutional trading and sales and has enjoyed discussing as well as teaching technical analysis. Charles focuses on keeping his technical analysis simple and will regularly use trend lines, relative strength, and Fibonacci analysis. Charles is also a combat veteran who served as a Marine Corps infantryman from 2001-2005.

Education

Charles has a degree in management/finance from Western International University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 5+ years experience as a freelance writer
• • Two-time finalist for Best Personal Finance Contributor/Freelancer at the Plutus Awards
• • Two-time speaker at FinCon, the premier financial media conference

Experience

Zina has a bachelor's degree in journalism from Indiana University and has worked for newspapers, magazines and wire services. She's also developed content for newsletters, brochures and annual reports. Her byline has appeared in Indianapolis Monthly, the Commercial Appeal and the Associated Press. As an expert, she's been featured in the Washington Post, Fox Business, and Time. Zina writes content regularly for major financial brands and also provide financial coaching for one-on-one clients.

Education

Zina received her Bachelors in Journalism from Indiana University.

Quote from Zina

"I love helping people see why financial literacy is so important. I want them to feel empowered and understand how money can change their lives for the better."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years of experience reporting on investments and personal finance for global outlets
• • Writer of the "Bank of Dad" column for Fatherly.com, which tackles finance questions posed by millennial parents
• • Published in a variety of digital and traditional media outlets, including Investopedia.com, RothIRA.com, AARP Bulletin and Exceptional magazine

Experience

Daniel has more than 10 years of experience reporting on personal finance topics, including retirement planning, saving for college and shopping for health insurance. His articles have appeared on the popular websites Investopedia.com and RothIRA.com as well as in publications such as AARP Bulletin and Exceptional magazine. Daniel currently writes the "Bank of Dad" column for Fatherly.com, which addresses finance questions posed by Millennial parents.

Education

Daniel earned his Bachelor of Science in Business Administration and his Master of Arts in Communication at Marquette University.

Quote from Daniel

"You don't have to be a professional investor or legal expert to manage your money wisely. I try to make complicated topics as accessible as I can, so readers can make smarter decisions that help them achieve their long-term goals."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 9+ years of experience working with NYC-based nonprofits
• • Expert in marketing 
• • Works at the ACLU as Direct Marketing Data Manager

Experience

Alison Deutsch is currently employed as Direct Marketing Data Manager with the ACLU. Her experience includes work as a nonprofit consultant, freelance writer and finance enthusiast. One noteworthy achievement is that through her fundraising efforts, she has independently raised in excess of $1.5M for an amalgam of small and mid-sized New York City organizations, and brings development expertise in project-based and capital campaigns, donor relations and corporate responsibility.

In addition to working for nearly a decade the fundraising and marketing in the nonprofit sector, Alison has worked in public policy and international politics. Her interests include finance research, entrepreneurship and forex.

Education

Alison received her Bachelor’s Degree in Art History from New York University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jane L. Levere is a New York-based freelance journalist who writes for top newspapers, magazines and Web sites worldwide, covering travel, aviation, advertising, the media, commercial real estate and the arts.

Scott Ladner is Head of Investments at Horizon Investments, a leading provider of modern goals-based investment management.

I am working as Research Analyst with Ematrix Knowledge Processing Ltd for more than 5 years. I am a MS Finance and CFA charter holder from ICFAI University.

My role involved preparation of equity research reports primarily on US listed stocks. It included building of P&L, Balance sheet and Cash flow statement for the next 3-5 years based on historical trend as well taking future plans and projects into consideration, Ratio Analysis, Company profile and significant events that shaped the company, Mergers & Acquisitions, Covering Significant developments that took place in the company YTD, Product/services coverage in details, Industry analysis and forecasts and SWOT analysis.

Presently we are working on a new project concerning governance and sustainability quotient for the S&P 500 companies. It mainly involves calculation of scores based on the risk factors and risk mitigating factors encompassing a company's governance which will enable the investors to manage and plan their portfolio accordingly. The risk factors have been broadly categorized into Audit, Reporting & Dispute, Shareholders Right, Board, Management, and Environment & Social.

Experience

Rebecca Lake is a financial journalist reporting on personal finance, investing and small business. Her work has appeared online at U.S. News and World Report, MSN Money, Yahoo Finance, The Balance and Fox Business.

Education

Rebecca received her Bachelors from the University of South Carolina and her Masters from Charleston Southern University.

Quote from Rebecca

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jackie Lam is a self-described money nerd who writes about personal finance for millennials and freelancers. Her blog, Cheapsters, is dedicated to helping freelancers manage their time and money in the gig economy. She has been featured in Forbes, Kiplinger, and Yahoo! Finance. Her writing has appeared in The Bold Italic, Cat Fancy's CatChannel.com, and The Freelancers Union. Besides writing about money, her other loves include volunteering, writing short stories, and roller derby. 

• • Entrepreneur and financial content creator with more than 16 years of background in the financial services industry
• • Founder of four businesses
• • Host of a popular podcast

Experience

Luke has more than 16 years of background in the financial services industry. He worked as a senior accounting associate with Prudential Financial for more than eight years. Before that time, he was the associate director of Youth Education in the Arts in the greater New York City area.

Luke has founded four businesses. His first venture was Consumerism Commentary, a blog providing information on financial issues. His Consumerism Commentary posts appear on Newsweek–Online, MSN–Money, and The Wall Street Journal. Kiplinger’s and MSN–Money listed the blog as one of the most useful sites available. In 2004, Luke formed Hornline Media, LLC., as the parent company to Consumerism Commentary.

By 2015, Luke moved into the vlog sphere. He co-founded and co-hosted Adulting.TV with Miranda Marquit. The podcast offers financial information and lifestyle advice in a format designed to appeal to adults. Building from experience he gained through the years, Luke decided to create a way to advocate for financial literacy. He founded the Plutus Foundation, a 501(c)3 nonprofit which connects financial media companies to capital investors.

Education

Luke earned his Bachelor of Arts in Music and Music Education at the University of Deleware.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Lee Langton is a proprietary trader and hedge fund manager who has successfully traded global derivatives markets for more than 16 years. He has a Bachelors degree in Economics and a Masters in Business Administration, and previously worked as a proprietary trader at a leading Wall Street bank.

• • 13 years of experience as a constituent services director
• • 6 years of experience reporting on the Affordable Care Act
• • 4 years of experience in personal finance, retirement, and Social Security

Experience

Maryalene began a career as a freelance writer in 2008. Since that time her work appears on many websites dedicated to finances and investing. She became a contributing writer for U.S. News & World Report–Retirement and Personal Finance in 2015. You will often see her work reposted on many websites including HuffPost, MSN Canada, Fox Business, Yahoo Finance, and several financial advising, banks, and wealth management sites. Maryalene is also a contributing writer for Quinn Street, a business offering marketing strategies for online presences, and was a contributor to NerdWallet and Money Talks News.

She did extensive research and writing about the Affordable Care Act, but also writes about retirement planning, the management of money and debt, insurance, Social Security, and education.

In 2015, Maryalene created a blogging website where she writes about finances, taxes, issues affecting seniors and homeowners, and many other topics. She regularly posts on social media sites including Google+ and Twitter.

Before moving into the full-time freelancing sphere, Maryalene worked as a constituent services director for a Michigan legislator. She was also a council member for the City of Lowell for two years. Maryalene's most recent endeavor is as the co-owner of Lowell’s First Look, an online community news outlet, targeted to the City of Lowell and its surrounding area.

Education

Maryalene received her Bachelor of Arts in Political Science, Russian and Eastern European Studies, and International Business from Western Michigan University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Christina Lavingia is a politics and finance reporter, as well as editor for GOBankingRates. Christina previously interned on the production team of NBC's Meet the Press and held editorial internships with Santa Barbara Magazine,The Santa Barbara Independent, and The Valley Sentinel. She was the online editor for Daily Nexus, ranked in the top 10 collegiate newspapers in the nation by Princeton Review.

Jacko Law Group, PC is a full service corporate and securities law firm with experienced and accomplished attorneys who provide counsel related to regulatory examinations, general corporate counsel matters, mergers and acquisitions and regulatory compliance matters.  This article is for information purposes and does not contain or convey legal or tax advice. The information herein should not be relied upon in regard to any particular facts or circumstances without first consulting with a lawyer and/or tax professional.

• • 33+ years of background in banking and foreign exchange
• • Began her second career in writing and consulting in 2015
• • Voted a top writer at Quora and wrote and produced two feature films

Experience

Mara began her first career in 1981 as a vice president at Chemical Bank. Here, she worked with sales and consulting on the foreign exchange. Mara moved briefly, to Commerzbank and then on to KBC Bank, Ireland where she remained for another 17 years as vice president. During this time, she worked with providing businesses with hedging advice, interest rate analysis, and foreign exchange information.

In 2011, Mara began her second and career as a writer and producer of feature films. Her film credits include Detours, Surviving Family, and American Casino.

However, Mara's writing is not limited to the entertainment realm. She began writing financial content for Investopedia in 2015. Mara has more than 20 articles to her credit. Her topics range from small business and stock analysis to cryptocurrency and virtual reality. She received the designation of a top writer in Quora in 2018.

Education

Mara earned her Bachelor of Arts in Media Studies and Film at the New School.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 15+ years of experience as a financial journalist and analyst
• • Member of the Society for Advancing Business Editing and Writing
• • Currently writing a book on the midstream industry

Experience

Aaron Levitt, a member of the Society for Advancing Business Editing and Writing, is an investment journalist and analyst living in State College, Pennsylvania. His work appears in several high-profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long-term portfolios. He is currently writing his first book on midstream industry.

Education

Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. He is currently studying to become a Certified Financial Analyst.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 10+ years experience as a journalist, writing news, comment and deeper analysis features for a variety of prestigious, highly influential publications.
• • Expert knowledge of corporate finance and stock-picking.
• • Skilled producer of videos and podcasts.

Experience

Daniel is a highly regarded journalist with a decade of experience writing news, comment and deeper analysis features. He started out writing a blog and various articles on a freelance basis for different U.K. news organizations. A few years later, the Financial Times awarded him with a bursary to study a masters in journalism.

Following the completion of his course, Daniel started working for the FT in its London office. At first, he reported on issues affecting financial advisors, including investments, pensions, insurance, mortgages, small business finance and regulation. Several promotions later, he specialized in quoted companies, writing news, features, blogs, comment pieces and stock tips on UK, US and European equities, as well as producing video content and podcasts.

Just over two years ago, Daniel decided to move away from London. Since then, he has continued to write for his old employers on a freelance basis, together with several other publications, both at home and abroad.

Daniel takes great pride in informing the public and shepherding investors through volatile financial markets. He spends hours each day studying global structural drivers, valuations and the financial health of companies across a range of different sectors.

Education

Daniel received his Master’s degree in journalism at the London College of Communication (funded by the Financial Times) and his Bachelor’s degree in film at the University of Kent.

Quote from Daniel

"I am a passionate journalist who takes great pride in accurately informing the public about issues that concern it. For me, it is important to always keep on top of my area of specialization and translate complicated information into easily digestible copy that is understandable to both expert and novice investors."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 5+ years experience as a writer, content strategist and tech consultant
• • Reporter for top finance sites with a knack for finding scoops
• • Writes for top sites such as VentureBeat and Tech.co

Experience

Joe is a tech writer and blockchain and crypto enthusiast. He has been a writer since I can remember. His background in content marketing has allowed him to work with top tech companies and startups both as an adviser and content strategist. Now Joe's sole focus is to become a better journalist by taking on complicated concepts to produce clear and concise reporting for audiences yearning to understand the complexities of blockchain.

Education

Joe received his Bachelor's degree from New York University in Liberal Arts and Sciences.

Quote from Joe

"I love a challenge. If a story is too complex to grasp, I work harder until I grasp it."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 25+ years of experience as a financial journalist, author of four books, and numerous journalism awards
• • Broke many stories, including that Donald Trump was deeply in the red, for Business Week
• • Launched Weekend Investor at the Wall Street Journal, wrote and edited dozens of cover stories for Forbes, and created consumer website AdviceIQ

Experience

Larry is a highly skilled reporter and editor. He has built organizations and knows how to be a leader. He has a deep knowledge of finance and economics. He writes very well, and as an editor, he knows how to bring out the best in people. He has worked at some of the premier journalism organizations in the world: Business Week, Forbes, Money, the Wall Street Journal and CBS MoneyWatch. He is known for his contrarian spirit -- any story he writes likely will feature a different take on the subject from what the conventional wisdom is.

Education

Larry earned his bachelor's degree in English at Lafayette College.

Quote from Larry

"A lot of people don't know about finance and don't want to know, which is to their detriment. I believe that this vital knowledge can be passed on in an entertaining and digestible way. And readers will benefit. That's what journalism is about: telling folks important stuff they don't know."

Follow Larry

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jo Ling Kent joined Fox Business Network (FBN) as a reporter in May 2013 and covers the global technology sector. Since joining the network, she has led reporting on the Alibaba IPO and interviewed technology heavyweights like Box CEO Aaron Levie and T-Mobile CEO John Legere.

Prior to joining FBN, Kent served as an on-air reporter for NBC's owned and operated station WVIT-TV in Hartford, CT. In this role she covered local businesses as a general assignment and investigative reporter. She was a member of the reporting team awarded a Peabody Award for coverage of the Newtown school shooting. Kent also covered the 2012 presidential campaign as an embedded reporter with NBC news. Before joining NBC, Kent covered the Chinese economy, human rights, Taiwan trade and environmental issues as an associate producer in CNN's Beijing where she covered the Beijing Olympics, 2008 Taiwan elections, unrest in Tibet and the 2008 Sichuan earthquake.

A graduate of the London School of Economics and Peking University, Kent holds two Master's degrees in international affairs, in addition to a Bachelor's of Arts degree from Rice University. She is a U.S. Fulbright Fellow to China, specializing in the effects of legal aid for underpriveleged women in the criminal justice system under China's preeminent women's activist lawyers. She originally hails from Minneosta and is fluent in Mandarin. She sits on the board of Minnesota YMCA Youth in Government.

• • 10+ years experience in finance, investments, and banking
• • Current and former blog editor for websites with millions of registered users
• • Holds two higher education degrees in business and finance

Experience

John serves as the Managing Member of Elbert Capital Management and oversees all investment decisions. From 2015 to 2018, John worked as a Portfolio Manager and Associate at Metropolitan Merchant Capital and Metropolitan Partners Group, two related SEC registered investment advisers. While at Metropolitan, John managed a portfolio of $110 million of financial assets. From 2014 to 2015, he worked as an Investment Management Officer at the One Earth Future Foundation focusing on international impact investing and served as the Fund Manager for the United Nations IFAD Somali AgriFood Fund. John worked as a Banking Officer for FirstBank from 2009 to 2012.

John has been quoted regarding finance and investing in US News and World Report, GuruFocus, and other publications.

Education

John received his Bachelor of Science in Finance degree from the University of Colorado Boulder, and earned his Master of Business Administration degree with a focus on finance from Johns Hopkins Univeristy.

Professional Designations

John holds a Series 65 license.

Quote from John

"I enjoy helping people understand finance and investing by taking complex concepts and simplifying them down the the mot important points."

Follow John

LinkedIn

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Will Lipovsky began investing in the stock market at age 10. He quickly saw the value in building wealth early in life. He grew up on a farm in Nebraska. He began working off the farm at age 14. After high school, he majored in business, communications and political science. Upon graduating with his bachelor's degree, Will began working for a financial technology company as an analyst. After two years, he decided to become self-employed. Will is now a personal finance freelance writer and webmaster. Besides helping people with their money via the internet, Will enjoys working on cars, cycling, reading and traveling. His personal finance blog is FirstQuarterFinance.com.

Student Loan Hero is an educational website on a mission to help individuals take control over their financial lives. With its student loan tools, calculators, and personal finance resources, the company is helping 100,000+ borrowers manage and eliminate over $2 billion in student loan debt. Student Loan Hero is on a mission to help 44 million Americans manage their student loans smarter.

Allison Lounes is a consultant who assists students and expats deal with the administrative and bureaucratic hassles of living in France. She has been helping students move to France and study abroad independently for less since 2010. Her company, Paris Unraveled, founded in 2013, provides a range of services to support people moving to and arriving in France.

After studying abroad in France in 2007-2008 with Columbia University, she moved to France permanently in 2009 after graduating with a B.A. in French and Romance Philology from Columbia University and an M.A. in French from Middlebury College. She has twice participated in the Teaching Assistant Program in France (TAPIF), and has completed one and a half Master 2 degrees in French universities.

Allison writes extensively about living in France as a student and an expat on her website, parisunraveled.com, where she explains French administration and laws from an outsider’s perspective. She currently lives in the greater Paris area with her French husband and her bilingual, bicultural baby boy.

Jessica Lowrey is Director of Research at Veris Wealth Partners.  She is responsible for investment manager due diligence, capital markets analysis, asset allocation, general investment research and the evaluation of impact metrics. Previously, she managed investment and tax matters for a single family office and practiced corporate law. Jessica holds a BA from Lehigh University, an MBA from Columbia Business School, a JD from the University of Utah, and a LL.M in Taxation from New York University Law School.

Deborah Lynn Blumberg is an award-winning writer and editor with more than 15 years’ experience writing for some of the world’s top publications, including The Wall Street Journal, Barron’s, Newsday and the Christian Science Monitor. She covered U.S. Treasurys, money markets and the Federal Reserve for Dow Jones Newswires/The Wall Street Journal, and has appeared as an expert commentator on WSJ Video and Fox Business.

She previously worked in marketing and communications at JPMorgan Chase, where she managed, and wrote pieces for, a weekly newsletter sent to 50,000 employees, created web content and wrote copy for senior leaders. Debbie currently works with corporations and non-profits around the globe on their content needs, and contributes articles to top publications. Her clients have included the YMCA, Keller Williams and Journey Meditation. In addition to business and finance, she has also written about health and wellness, real estate and immigration.

Debbie is an officer of the American Society of Journalists and Authors (ASJA) and is fluent in Spanish. She holds a Master of Arts degree in journalism and Latin American Studies from New York University and a Bachelor of Arts degree in Spanish and Psychology from Wellesley College. She has also studied at the University of Seville in Spain. She can be found at www.deborahlynnblumberg.com.

Anne M. Russell is a writer and editor living in Los Angeles. She is the former editor in chief of VIVmag, previously having served as editor in chief of Shape. Prior to that, she was the editorial director of Fox Television’s Health Network, where she oversaw the Network’s website as well as on-air content.

Anne joined Fox after serving as interim editor in chief of Vegetarian Times. Before that, she ran her own custom-publishing company, Extra Special Media, whose clients included Family Circle and Woman’s Day. She has also been the editor in chief of Living Fit, a sister publication of Shape, and was the technology editor at Working Woman.

Early in her career, she was the founding editor of two trade magazines: Photo District News and, later, Digital Creativity. She also has been the editorial director for a trade-publishing group serving the magazine industry, as well as a book editor for technical photo books. She is a magna cum laude graduate of Yale University. 

• • Management Consultant with Monitor Deloitte
• • Past work experience ranges from bootstrap financing in a dorm room to the accounting department of a large company
• • Candidate for a Level 3 CFA license

Experience

Regan is a Management Consultant in Deloitte's strategy practice, the Monitor Group. Monitor Deloitte specializes in helping leaders lead, through developing strategy and sustaining value.

As a Monitor Consultant, Regan works with clients to build models and frameworks that enable better strategic planning. He draws on an extensive financial background to incorporate dynamic variables for insightful analysis.

Regan also has experience helping clients sustain value through communicating high level strategy across organizations in a way to drive engagement and buy-in.

Education

Regan earned his Bachelor of Commerce in Accounting from the Sauder School of Business at the University of British Columbia.

Quote from Regan

"Consulting with a vast array of organizations and levels has taught me the importance of knowing your audience when communicating a message."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Julie Mahanay is a Registered Client Investment Assistant, working to support several Financial Advisors at an independent broker-dealer and Registered Investment Advisory firm. Julie and her team work with average individual investors, institutional clients and small businesses to build solid financial plans and investment strategies tailored to each client's needs and goals. She has held FINRA Series 7 and 66 securities licenses since 2007 and has previously held a Life, Accident & Health Insurance producer license. Julie obtained a Bachelor of Science in Finance in 2011 while maintaining her full-time career. In her early career, she worked at a regional retail bank in both account management and consumer lending capacities. 

With a background in journalism, Julie enjoys writing about complex finance and investment subjects and bringing such knowledge to average readers.

Mitra Malek is a journalist who worked in the investment industry. She's covered business, government and human-interest issues as a staff writer for the Sarasota Herald-Tribune, Tampa Bay Business Journal, Palm Beach Post and Chattanooga Times Free-Press. These days, she writes for multiple outlets including The Washington Post. She's also been a yoga teacher since 2006 and was a senior editor of Yoga Journal magazine. In a past life, she was an assistant bank manager and acrobat for Club Med at its resorts overseas. An avid rock climber, she lives in Chattanooga, Tenn., for its fantastic outdoor scene.  Follow her on Twitter @mitramalek.

• • Leader in FINRA exam preparation with the ability to learn in-person, online, or both
• • Provider of regularly updated content so students can feel confident in learning the most recent information
• • Expert instructors that will coach their students throughout the training

Experience

Knopman Marks offers first-rate financial training for professionals taking FINRA exams. Established in 1991, they have helped thousands of candidates pass their qualification exams on the first attempt. Knopman Marks instructors pair thorough knowledge of the industry with a demonstrated passion for the success of their students. Their team of world class educators, delivers premium test prep to financial services professionals with the highest pass rates in the industry. Knopman Marks trains for the following qualification examinations: Series 3, Series 4, Series 6, Series 7, Series 9/10, Series 24, Series 50, Series 52, Series 57, Series 63, Series 65, Series 66, Series 79, Series 86/87, Series 99.

Quote from Knopman Marks

"We are leaders in FINRA Exam prep. Knopman Marks Financial Training will provide you with exceptional service, personalized attention, and real-time support."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Chartered Financial Analyst (CFA) Charterholder, Master of Science in Banking and Financial Services, Honors in Finance and Banking, PhD candidate

 I am an ambitious finance professional with a strong track record of delivering top performance, profoundly talented and resourceful Treasury Investments Manager with 7 years proven track record in conducting studies to improve the treasury operational effectiveness. I have been involved in extracting data from various accounting and Information systems then performing complex statistical, cost and financial analysis of financial reports and data and preparing subsequent narrative analysis of a public listed bank (ZB Bank).  I am currently a senior lecturer at the University of South Africa in the department of Finance, Risk Management and Banking and have been in this position in the past five years. I am an external examiner for University of Pretoria, University of Johannesburg for their masters and honors programmes. I have published 3 academic journal articles focusing on: Bank performance and liquidity, Derivatives and capital markets development, and Performance of SRI and ETFs.

• • 10+ years of experience covering financial markets for various online and offline publications, including contributions to Marketwatch, NPR, Forbes, FOX Business, Yahoo! Finance, and The Hill.
• • Co-host of the Money Tree Investing podcast
• • M.A. in Journalism from Syracuse University

Experience

Even though Miranda got her start as a science writer, covering various subjects for publications like Discover magazine and Phys.org, she's specialized in personal finance, investing, and the markets for more than 10 years. 

Miranda has contributed to a variety of media outlets as a writer and as an expert, including for Forbes, NPR, Marketwatch, Yahoo! Finance, Entrepreneur, CNBC, FOX Business, HuffPost, and more. She has appeared on TV, radio, and in print to talk about money, the markets, and politics. In addition to her work as a freelance journalist, Miranda also co-hosts a successful investing podcast and is involved in local politics. 

Education

Miranda received her BS in Communications from the Southern Utah University and earned her Master's degree in journalism from Syracuse University.

Quote from Miranda

"My favorite moments are when readers email to let me know that something I wrote taught them something new or encouraged them to think about money in a different way."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Writing credits include The Wall Street Journal, MoneyTalksNews, The Simple Dollar, and Credit.com
• • Certified Financial Education Instructor (CFEI)
• • Financial literacy advocate

Experience

Allison Martin is an accomplished finance writer and digital content strategist who has written for publications including The Wall Street Journal, MoneyTalksNews, The Simple Dollar, and Credit.com. Her work has been featured on Fox Business, Yahoo! Finance, MSN Money, and ABC News. She enjoys writing about personal development, entrepreneurship, and personal finance.

As a Certified Financial Education Instructor (CFEI), Alison has spent the past several years traveling the country with the Americans for Prosperity (AFP) Foundation as a Bridge to Wellbeing Facilitator. Through this work, Alison advocates for financial literacy via talks, workshops, and conferences held at colleges, universities, churches, Army bases, governmental organizations, and community centers. 
In this role, Allison has directly helped promote and grow American entrepreneurship, small businesses, and nonprofit organizations. As a Dimension Expert, Allison develops and improves the financial literacy programming the AFP Foundation uses in its educational field talks, workshops, and conferences around the U.S.

Throughout her career, Allison has cultivated a range of skills in copywriting, entrepreneurship, marketing, public speaking, and financial coaching. As a result, she offers her copywriting and consulting services to businesses, and continues to maintain a busy speaking schedule at events around the country. She’s spoken at locations including the National Couponers Convention in Miami, FL; the Fort McCoy Army Base in Fort McCoy, WI; the Bayou Soul Writer’s Conference in New Orleans, LA; and the University of South Florida in Tampa. When not speaking or writing, Allison loves traveling, and spending time with her family.

Education

Allison attended the University of South Florida, where she earned bachelor’s and master’s degrees in accounting.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Elle Martinez helps families at Couple Money achieve financial freedom by sharing tips for reducing debt, increase income and building net worth. Learn how to live on one income and have fun with the second.

Brian is currently an Associate Vice President of Investments at an investment firm based in South Florida. As a Financial Advisor, he provides investment advice to retail and institutional clients, in addition to helping clients develop and implement strategies for building wealth and reaching their goals. Brian attained his Bachelor’s degree in Finance from the University of Miami, and has also earned the CERTIFIED FINANCIAL PLANNER™ or CFP®, practitioner designation.

• • 17+ years of experience as an active trader, commodity futures broker, and stock market analyst
• • 10+ years of experience as a finance writer and book editor, specializing in subjects that include forex trading, finance and business
• • Novelist, scriptwriter, and author of psychological thriller “A Cross of Hearts”

Experience

J.B. has over 17 years of experience as an active trader. He is a former commodity futures broker and stock market analyst. His career took a turn in 2007 when he began writing about is forex trading and, since then, he has written extensively on trading, finance and business.

J.B. has published hundreds of articles on the stock, futures, and forex markets, a book on futures trading, and he has also penned a psychological thriller called "A Cross of Hearts." Other areas where J.B. expounds are political, social and religious commentary. One project is a film script for a movie about the life of legendary trader Jesse Livermore.

Away from the world of finance, J.B. is a Zen meditation instructor, rape crisis counselor, and book editor. Although he travels extensively, J.B.'s home base is Gallup, New Mexico.

Education

J.B. has a Bachelor of Science in Psychology.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Tim Maverick boasts decades of experience in the investment world. He spent 20 years at a major brokerage firm - as a trading supervisor and broker working directly with clients.

Rennie is currently Head of the Global Banks channel within distribution at Aberdeen, and is also Country Head of Switzerland, working between our Zurich and New York offices. Rennie joined Aberdeen Asset Management in February 2013 in New York as a Senior Business Development Manager working in the Closed End Fund area. With 30 years experience in the investment industry, Rennie was previously responsible for the European Equity business and, later, for investment research in Europe for Merrill Lynch. He then became CEO of Bridgewell PLC, an investment bank in London, and before joining Aberdeen, he was a partner at RP Capital, and investment advisory company specializing in emerging markets.

Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.

Keith has been a regular market guest on financial TV and radio for many years including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. He now hosts The Macro Show weekday mornings on HedgeyeTV which was featured in a Huffington Post story, "Meet The Man Who Wants To Build The ESPN Of Finance."

He is the author of the popular book, Diary of a Hedge Fund Manager and regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites.

He began his career as an institutional equity sales analyst after earning an economics degree from Yale University. While at Yale, he captained the men's ice hockey team to a Division I Ivy League Championship.

Follow Keith on Twitter @KeithMcCullogh and @Hedgeye.

• • 13+ years of experience as a financial advisor
• • Experience as a consumer affairs counselor
• • 9+ years of service in the federal government

Experience

TK McDonald has more than 13 years of experience working as a Financial Advisor for the U.S. Army. In this role, TK has provided basic, intermediate, and comprehensive money management, emergency services, and consumer affairs counseling to clients. She has focused on helping clients resolve complex financial issues, including those requiring the assistance of outside contacts and agencies. In her work with the military, TK has made great strides in helping wounded soldiers and their families cope with debt and other consumer affairs, through budget and financial counseling, debt liquidation, mortgage modifications, and other means. As an AFCPE Accredited Financial Counselor, TK works to help clients meet their short- and long-term financial goals. She has led personal finance courses on subjects including the use of credit, life insurance, and other consumer finance topics.

In addition to her extensive experience as a military financial advisor, TK is also an accomplished professional writer. She has written for Bayside Solutions, PS Retirement, and HipMunk.com. As an experienced web content writer, TK is well-versed in SEO best practices. She currently writes for District Media. TK’s professional experience also includes nine years of service in the federal government, as well as work in real estate, railroad maintenance, sales, and customer support.

Education

TK attended West Georgia Technical College, where she studied business, management, marketing, and related support services.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • Co-founder of ControlYourCash.com, which thinks conventional wisdom about personal finance is largely stupid, useless and/or wrong
• • Co-author of the companion book 'Control Your Cash: Making Money Make Sense'
• • Financial writer and contributor to Investopedia for over 5 years

Experience

Greg McFarlane is the co-founder of  Control Your Cash, a personal finance website for people who want "results, not coddling." He's also the author of its companion book,  Control Your Cash: Making Money Make Sense, a full personal finance primer in one volume. Greg has been with Investopedia for several years years and also writes for several tourism and general interest magazines. A Canadian native, Greg emigrated to the United States after earning a mathematics degree from the University of Toronto. He chased the dream of working as a professional sports broadcaster for several years, until he ran the numbers one day and decided to do something a little more lucrative with his life. Greg eventually moved to Las Vegas, where he worked as an advertising copywriter for a couple of major agencies before going out on his own and founding McFarlane Media and writing about finance.

Education

Greg earned a BS in mathematics from the University of Toronto.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

WILLIAM J. McGEE is the author of the nonfiction exposé Attention All Passengers from HarperCollins. He also is an award-winning investigative journalist and the former Editor of Consumer Reports Travel Letter. He has written a monthly travel column for USAToday.com and has contributed to Condé Nast Traveler, The New York Times, The Washington Post, Newsday, Time.com, Yahoo.com, CNN.com, HuffingtonPost.com, TheDailyBeast.com, Money, New York, Zagat, and many other magazines, newspapers, and websites. In 2010, on behalf of Consumers Union, he served as the lone passenger advocate on the U.S. Department of Transportation’s Future of Aviation Advisory Committee. Prior to his journalism career, he worked in the airline industry; he is an FAA-licensed aircraft dispatcher and served in the U.S. Air Force Auxiliary. He received an MFA from Columbia University and for many years taught Creative Writing at Hofstra University.

Prior to joining Hedgeye Risk Management, Brian was the executive director in equity research at Morgan Stanley. Before Morgan Stanley, Brian ran the consumer sector team at Copper Arch Capital, was the director of investor relations at Nike. He started his career as a research analyst at Salomon Brothers and Smith Barney. Brian has been recognized by Institutional Investor, Greenwich Associates, StarMine, and The Wall Street Journal.

Brian holds a master’s degree in finance from Hofstra University

Brianna McGurran is a freelance writer based in New York. She graduated from the CUNY Graduate School of Journalism in 2014 with a concentration in business and economics reporting. Her work has appeared in the New York Observer, City Limits and the Mott Haven Herald, and on the radio on WNYC and Oregon Public Broadcasting. Prior to studying journalism, Brianna ran after-school tutoring programs for low-income students in NYC and worked as a paralegal at the U.S. Department of Justice.

• • Editor of 24/7 Wall St. and former editor-in-chief of Financial World Magazine
• • First president of Switchboard.com, one of the most visited sites in the word
• • Previously sat on the board of directors at TheStreet

Experience

Douglas McIntyre has a history running a number of companies, including serving as the very first president of what was one of the most popular websites in the world at the time, Switchboard.com. Now, he’s the editor of 24/7 Wall St., where he was previously the editor-in-chief for Financial World Magazine. He’s also been the CEO of On2 Technologies, Inc. and FutureSource, LLC. Douglas has served on the board of directors of TheStreet, Edgar Online and Vicinity Corporation. He has been a contributor at a number of notable business websites, including HuffPost, Business Insider, USA Today and Seeking Alpha.

Education

Douglas graduated from Harvard University magna cum laude.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Beth McKenna is a writer specializing in investing and related topics, though she also occasionally delves into other topics of interest, such as clean energy and health and wellness. She has a BA (Lafayette College) and MBA (Rutgers University), and has previously worked in the risk management field in the financial services industry.

Kari McLeod is a seasoned financial services professional with over 15 years experience in retirement planning, reporting & analysis, and relationship management. Kari takes pride in her reputation with clients and business partners built on trust and integrity. Experience and focuses include: product development, financial planning, life insurance, millennial and women focused, and social media marketing.

Follow Kari on Twitter 

Mr. McMonigle is Senior Energy Policy Analyst at Hedgeye Potomac Research. He was the former Vice Chairman and U.S. Representative of the Paris-based International Energy Agency (IEA). He also served as Chief of Staff at the U.S. Department of Energy.

Brendan McSheffrey, COO and President of Truelytics is championing the concept that the advisory space is entering a period he calls “The Great Transition.” Many incumbents in the field are expected to leave the field in the next five to ten years and potentially sell or hand-off their businesses. Not only is the average age among advisors is 51, but the average age of advisory firm owners is 61. The industry is facing a passing –of-the-torch on a massive scale, and the next generation of firm leaders is facing a much different market than their predecessors

• • 25+ year of experience as a full-time communications professional
• • Extensive background in financial services, working for some of the nation's largest mutual fund companies and banks
• • Writes about finance, food, and travel for a variety of publications and websites

Experience

A communications professional since 1992, James followed his passion for investing and has focused his career primarily on financial services since 1996. In addition to a series of roles of increasing responsibility, leading up to management positions, he has maintained an active freelance writing practice for select clients. He is a long-tenured contributor to Investopedia.

James has had a front-row seat as an industry observer witnessing the rise of the defined-contribution industry and the resulting transfer of responsibility from employers to employees for personal financial wellbeing. This has resulted in a deep personal in helping investors learn about finance and investing.

Education

James received his double major Bachelor of Arts in Professional and Creative Writing from Carnegie Mellon University, and earned his Master of Journalism at Temple University.

Quote from James

"Understanding how to manage your finances and investments have become essential components of modern life."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Jane Meggitt is a freelance writer focusing on investing. A graduate of New York University, her work has appeared in LegalZoom, Zack’s, The Motley Fool and dozens of other publications.

• • 7+ years of work experience in various finance verticals such as equity research, credit research, investment banking, private equity, and financial planning
• • CFA charter holder since November 2015
• • 5+ years of teaching experience in the finance domain that includes CFA Level 1 and Level 2 and financial modeling courses in India

Experience

Shiv Mehta is an investment professional and has over 7 years of diverse experience in finance domain. Currently, he works at Deutsche Bank as sell-side Equity Research Associate and covers the technology sector. Prior to that, he worked at TresVista Financial Services, a provider of outsourcing support to private equity and investment banking firms with an employee strength of 300 people. He has also worked at an Indian credit rating agency and Ameriprise Financials as a financial planner. Additionally, Shiv has taught various finance related courses at various educational institutes.

Education

Shiv earned his bachelor's degree in commerce from Delhi University.

Quote from Shiv

"The best way to enhance your knowledge is by educating others in the most easy-to-understand language."

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

As a 27-year veteran of the financial services and investment industry I’ve served as a broker, advisor, and portfolio manager.  I’ve combined this nearly three decades of experience with my love of value investing in order to help investors worldwide to multiply profits and build their nest eggs.

As an avid value investor, I’m a strict practitioner of “asset based value investing” in the tradition of Graham, Schloss, and Whitman.   Never having attended B-School, except as a lecturer—I take pride in the fact that I’ve not been corrupted by EMH, CAPM, or other silly theories that harm long-term investors.

I’ve written and lectured extensively on the markets, with work appearing on RealMoney.com, DailySpeculation.com, as well as numerous articles posted in Active Trader and the Wall Street Digest. I’ve published several investment guides in Wiley’s “Little Book of” Investment Series.

I’m also the author of the Junior Chamber Course on Value Investing— an education program geared towards young adults that teaches the principles and techniques of basic value investing, conveying Graham’s principles to a new generation of investors.

In my personal life I’m married with three children, recently abandoning the brutal cold of the Northeast for the warmth and distraction that a life in Windermere, Florida, provides.  I’m an ardent fan of baseball, books, and burgundy as well as palm trees, pelicans, and alligators. 

Mark Mersman is the chief marketing officer at USA Financial and one of the co-hosts of the nationally syndicated USA Financial Radio Show. The firm is committed to empowering financial advisors and clients by helping advisors grow their practice and serve their clients with a wide array of financial solutions and technology offerings. The USA Financial family of companies includes USA Financial Securities (FINRA-registered broker-dealer and registered investment adviser), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas^® (a registered investment adviser and formulaic trending money manager), USA Financial Exchange (a UMA/TAMP platform), USA Financial Plug-N-Run® (technology and marketing firm), and USA Financial Media (multimedia firm and producer of the nationally syndicated USA Financial Radio Show). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.

Mark entered the world of finance by launching his own firm at the age of 22, a planning firm committed to helping educators further understand their pensions and retirement planning and investment options. He has written numerous educational seminars on a wide-ranging list of financial topics and serves as a business-building consultant to financial advisors across the country. Mark has been published in numerous industry publications, including The Wall Street Journal, Barron’s, WealthManagement.com, and Financial Advisor magazine, in addition to being featured as a guest blogger for the National Christian Foundation. He also served on an advisory board to one of the largest insurance companies in the world.

Investment Advisor Representative of USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisory firm located at 6020 E. Fulton St., Ada, MI 49301

• • 40+ years of experience as an international lecturer and consultant
• • Writing includes several books targeted to retirement, sales, and management
• • Publishes on his website, Miller, On The Money and contributes to many other online forums

Experience

Dennis is a former marine and active member of the Mensa Society who began studying about investing in 1990. Dennis has over 40 years of background as an international lecturer, educator, and consultant. Early in his career, he worked as an adjunct professor for Northwest University and as a consultant for Fortune 500 companies, such as General Electric Co., IBM, and Mobil. As a corporate consultant, he trained executives how to articulate their firm's value to stakeholders.

Since 1990, he has been a devoted student of investing–gathering valuable information from various sources and investment advice from industry experts.
Dennis has written several books, articles, and newsletters. His focus includes investments, retirement planning, and sales management. After retiring in 2008, Dennis wrote the book Retirement Reboot, which discusses the importance of retirement planning, investing, and spending in a post-recession economy. Dennis is a regular contributor to MarketWatch, Forbes, Casey Research, Aging Options, and many other websites. He is the creator of the blog Miller, On the Money (www.milleronthemoney.com) which has a primary focus on retirement planning.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 30+ years of experience providing financial planning services to clients
• • Author of two books and a contributor to several investing and financial websites
• • Taught the Certified Financial Planner (CFP) course at the University of Portland and Oregon State University

Experience

After serving in the U.S. Air Force for 16 years Bruce, now retired, worked for more than 30 years in the financial services industry. During this time he provided fee-only financial advice to clients. He earned his CFP designation in 2000 and served as president of B&L Financial in the Portland Oregon area for many years.

Bruce enjoyed sharing his expertise as an instructor at Oregon State University and the University of Portland where he taught the Certified Financial Planner course. He presents seminars about retirement planning and portfolio management for the American Association of Individual Investors (AAII).

Bruce now spends his time working on his third career as a writer. His writing appears in many financial and investing websites including Investopedia, Retirement Watch, Seeking Alpha, and Stock Investor. He is the author of two ebooks, Retirement Investing for Income ONLY, published in 2014, and the 2015 edition of IRA: A Quick Reference Guide

Education

Bruce received his Bachelor of Science in Health Science from the University of Portland, and earned his Master of Science in Health Education at the University of Oregon.

Professional Designations

Bruce holds a Certified Financial Planner (CFP) designation.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Mr. Minerd is a founding Managing Partner at Guggenheim. In his role as Global Chief Investment Officer, Mr. Minerd guides the firm’s investment strategies and oversees client accounts across a broad range of fixed-income and equity securities. Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units.

Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse.

Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania

• • Experienced finance professional focused on investment analysis and M&A advisory
• • CFA holder and certified FRM
• • Contributor to Investopedia since 2014, writing on investing and trading strategies, financial analysis, economic analysis, and more

Experience

Elvin started his career at a local commercial bank the risk management department. After working as a market risk manager for over three years, he decided to shift to the investment field, working as an investment analyst, adviser, and M&A adviser. He currently holds the position of Investment Manager in Growth Trend Partners, a holding company with diversified business segments. From 2011 to 2016, Elvin was a visiting tutor of investment management and financial risk management at Khazar University, one of the leading Universities of Azerbaijan.

Elvin have always had a passion for research and academic writing, and he enjoys writing for Investopedia on various topics. He also likes to add his experience and observation to derive conclusions on various topics of interest.

Education

Elvin received his Bachelor of Arts in Public Administration from the Academy of Public Administration in Baku, Azerbaijan. He earned his Master of Science in International Finance at Nürtingen University of Applied Sciences. 

Quote from Elvin

"Talent can fail you but hard work will eventually bring you to success. What is important is to never stop learning new things. The biggest lesson is when you learn from your mistakes. To ensure you learn from your mistakes I am setting this as a motto: 'Never repeat the same mistakes.'"

Follow Elvin

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Natalie Monbiot SVP Managing Partner, Strategic Innovation, at UM Worldwide, a global media agency. In her role, Natalie is responsible for product innovation, thought leadership, and keeping clients on the cutting edge on how to engage their consumer. 

Karl Montevirgen has been working for GlobalFutures.com as a Forex and Futures Broker since 2011 andis currently the Head of FX Operations at the firm. He can be reached at [email protected].

Registered with the CFTC and an NFA member since 1998, Global Futures Exchange and Trading Company, Inc., is located in Tarzana, California with several contracted foreign consultants around the world.  In this fast-paced and aggressive industry, Global Futures offers a competitive commission structure, an extensive selection of trading platform options, liberal day-trading margins for futures trading and low pip spreads for forex trading.  In addition to being one of the original deep-discounted brokerage firms, Global Futures has grown into one of the largest Independent Introducing Brokerage firms in the United States offering futures, options and foreign exchange services on all major exchanges around the world.

• • 6+ years' of experience writing articles for newspapers and online outlets
• • Has ghostwritten numerous blogs and articles for many media outlets
• • Holds a realtor license

Experience

Gerald Morales has more than six years of experience writing articles for newspapers and online outlets. He began his writing career in 2012, contributing articles to a local independent newspaper. Morales is a contributor to MyBankTracker.com and Investopedia. His financial content includes articles about Cryptocurrencies and retirement planning. His work also appears in SneakerNews.com and PRNewswire.com. Morales ghostwrote blogs and created other media for DaVita Medical Group, United Retirement Plan Consultants, Esparza Investments, Inc. Harvard Park Apostolic Ministries, Element–Westin, and Internet Brands. As a realtor with Keller Williams, he regularly blogs on sites such as Homes.com and FamProperties.com.

Education

Gerald earned a Bachelor Arts degree in English and Creative Writing from Humboldt State University in 2012. Morales received certification as a licensed realtor in 2014.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Michele Morris has written for many national publications, including Travel Holiday, Money, More, and Working Woman.  She graduated from the University of Arizona and the Columbia University Graduate School of Journalism.   An adjunct professor at the University of Utah, she lives in Park City, Utah.  When she’s not reading or writing, she’s biking, hiking and skiing and has the war stories and injuries to prove it.

Jason Morris is a senior finance professional with experience in the investment banking, wealth management, commercial real estate, and telecommunications industries. He is passionate about asset valuation and financial modelling techniques and has aided numerous organizations in making optimal capital and investment decisions throughout his career. Jason also has a deep experience working in capital markets, with particular focus on futures and options contracts associated with agricultural commodities. An alumnus of Texas A&M University, he holds a Bachelor of Science degree in Agricultural Economics as well as a Master's degree in Land Economics & Real Estate from the Mays Business School. Follow him on Twitter and connect with him on LinkedIn.

Terry Mullen, the current CEO of Truelytics, is a seasoned executive, board member, entrepreneur, and active private investor. After a 29-year career in financial services distribution as a Senior Executive with AIG, Lincoln Financial and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. Terry’s deep knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice. Using data analytics and benchmarking tools, Truelytics software shows financial advisors how to easily value their business but more importantly, identify and close any gaps they currently have. Terry received a Bachelor’s Degree in Business Administration and Finance from the University of Delaware. He holds Series 6, 7, 26, and 63 FINRA licenses.

• • Freelance content writer for multiple financial websites including Investopedia and The Motley Fool
• • 100+ articles published on a wide range of personal finance topics
• • Focuses her content towards helping young adults with personal finance issues

Experience

Katherine Muniz's articles typically focus on topics that are relevant to younger adults, including student debt, college finances, and consumer spending. She has contributed to other web publications besides Investopedia including smartasset.com where she authored a series on travel related subjects. 

Katherine wrote numerous articles for mybanktracker.com, a leading source of financial news, and personal finance information. Her content included topics such as credit cards, student debt, bankruptcy, money management, and banking. Currently working as a content writer for FingerCheck, Katherine creates a wide range of public-facing business content, including blog content and client newsletters.

Education

Katherine received her bachelor's degree in Communication and Media Studies with a concentration in Journalism from Fordham University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

• • 17+ years of creating media for several businesses on the internet
• • 5+ years of background in writing insurance content
• • Won several awards for her media creations

Experience

Marjorie is an award-winning freelance media creator with more than 17 years of background in the online marketplace. Marjorie specializes in insurance, but you will also find her work on finance, health, and weather sites on the internet. She is an expert at managing company websites, email marketing, and social media.

Marjorie has more than five years of experience working in the insurance industry. She was a contributing writer to Insure.com. She began her work with Adjusters International, an independent property adjusting service which prepares and settles property insurance claims for individuals throughout the U.S. in 2015. Here, she works in the creation of an assortment of media to educate property owners about how they can be proactive in settling an insurance claim.

Marjorie's work has won several awards. These recognitions include the Award of Excellence in Writing (2017), the Award of Quality Sales and Training Video (2017), the Award of Merit in Writing (2018), and the Award of Excellence in Podcast (2018).

Education

Marjorie earned her Bachelor of Science in Journalism at Boston University.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Ehab completed his Bachelor in Science at the University of Guelph, focusing on Molecular Biology and Genetics, in 2013. He finished his Masters of Global Affairs Candidate at the Munk School of Global Affairs in 2015. During this time Ehab has focused on political economy and the role of investment and finance in influencing the economy and the global system. His research interests cover a broad spectrum of disciplines and but would describe his main focus as finance, specifically global investment trends.  He is currently pursuing his CFA.

• • Robin Cosgrove Ethics in Finance Prize finalist for co-authoring article entitled, “Will e-Government Reduce Corruption in Public Tendering? The South African Case Study”
• • Chartered financial analyst (CFA) and financial risk manager (FRM)
• • Experienced in deal advisory, financial risk management, and quantitative analysis

Experience

Chiedza currently works for KPMG South Africa as a senior manager in deal advisory, corporate finance and was a freelance writer for Investopedia. She also has previous experience as a financial risk manager for KPMG and a quantitative analyst at Sanlam Capital Markets and Liberty Life. Chiedza successfully completed all three levels of the CFA Institute’s chartered financial analyst exam and is a current charterholder. She also passed Parts 1 and 2 of the Global Association of Risk Professionals’ financial risk management exam.

Chiedza studied actuarial science and mathematical statistics and finance at the University of the Witwatersrand in South Africa, where she graduated with honors. She was also a finalist for the 2014-2015 Robin Cosgrove Ethics in Finance prize.

Education

Chiedza earned her Bachelor of Science in Actuarial Science, Mathematical Statistics, and Mathematical Finance at the University of Witwatersrand, South Africa.

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

Donna Nebenzahl writes feature stories for newspapers and magazines in Canada and the U.S. She is a veteran editor and author of a book on activist women, Womankind: Faces of Change Around the World, published in 2003 by Raincoast Books. The documentary film that she conceived, researched and wrote, Twice Upon a Garden, won the 2011 Audience Award at the International Festival of Films on Art and she is currently at work on several documentary film projects. She teaches in the Journalism Department at Concordia University in Montreal, Canada.

Dorothy Neufeld is a writer for VancouverValueInvesting.net with a personal fascination for behavioral finance and the principles of Benjamin Graham’s investment philosophy.

Founded in 2014, VancouverValueInvesting.net provides a comprehensive learning guide to Benjamin Graham's The Intelligent Investor with forthcoming articles on The Interpretation of Financial Statements and articles on behavioral finance. Dorothy was previously a radio programmer at CiTR 101.9FM in Vancouver, Canada, with multiple programming awards.