William O’Neil Securities has such outstanding team. I was drawn to finance by the excitement, the teamwork, the gratification of success, and the opportunity to build dynamic relationships.

Over the past 20 years of my career, I am thankful to have had the varied experiences of being a Nasdaq Market Maker, Institutional Sales, and a Sales Trader. I have experienced the volatility of not only the markets but the industry as a whole.

The responsibility that came with being a Nasdaq Market Maker at Tucker Anthony provided me with a great foundation. And my experience at Canaccord Adams expanded my trading expertise into the global marketplace.

Throughout college I subscribed to the Wall Street Journal. A friend, accurately sensing my interest in finance, suggested an internship with her father, a retail stock broker. His disciplined approach was similar to the O’Neil Methodology and he was a great mentor to me. That discipline fuels my passion to integrate our methodology into our client’s investment processes.

As a former President of the Boston Security Traders Association and STA Governor I have had the opportunity to work with fellow investment executives on industry-related projects. We also support lots of charitable organizations, which has been a truly rewarding experience.

I enjoy spending my free time with my wife and two daughters.