I’m an Investment Strategist and Sr. Equity Research Analyst at Mader Shannon Wealth Management, an independent Registered Investment Advisory firm in Kansas City, Missouri. As a member of the portfolio management team, my role includes the research and analysis of publicly traded securities and their related economic trends, from both fundamental and technical perspectives. I publish some of that research on here on Means to a Trend.
When I was younger, my passion was playing baseball. I spent summer days building swimming pools for the family-owned business, and, in return, my parents drove me to practices and games at night. I was fortunate enough to play at Benedictine College for four years and left with degrees in both Finance and Accounting. Although I was eligible to sit for the CPA exams, I chose not to go that route. Instead, I pursued a new passion: public capital markets.
With the help and guidance of my mentors at Mader Shannon, I completed the work experience requirements and passed 6 exams to receive both the CFA and CMT charters in 2019. The Chartered Financial Analyst® (CFA) designation is a globally recognized, graduate-level credential that provides the strongest foundation in advanced investment, analysis, and real-world portfolio management skills. Earning the Chartered Market Technician® (CMT) designation demonstrates mastery of a core body of knowledge of investment risk in portfolio management and is the preeminent designation for practitioners of technical analysis worldwide. I’m also registered with the Securities and Exchange Commission as an Investment Advisor Representative. My education continues with a pile of books on the nightstand and in the Audible queue.
When I’m not working in front of a computer screen, I’m spending time with my family. Our vehicles get plenty of miles driving to see parents, siblings, and friends around the Midwest, and we escape to the mountains or the beach whenever we can. My beautiful wife keeps me happy by supplying a never-ending list of home improvement projects, and our two daughters keep us on our toes – especially now that the youngest is walking. Thankfully, we have two very responsible dogs that help out with babysitting. I couldn’t do this without any of them.