Publications

Articles

Book

Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs, Wiley Finance, 2014 (co-author with Jessica Rabe). 274 pages with 139 exhibits, including 105 tables of Lipper data on risk, return, and assets. Has roadmap showing how alts are used by advisors; executive interviews discussing portfolio construction, suitability, and volatility management.

Consulting Projects

Presentations

Firm

Founder of Right Blend Investing, LLC, a Registered Investment Advisor in New Jersey.

Charity

  • Founder of internship program for the Chamber of Commerce in Hawthorne, NJ, 2016 to present.
  • Supporter of orphanage in Andhra Pradesh, 2005 to present, as noted here:  Transcendence in India.