I am Executive Vice President and Chief Strategist for William O’Neil + Co., an independent advisory firm providing global buy and sell recommendations, independent research, and custom advisory to many of the world’s leading institutional investment managers. Previously I was Senior Portfolio Manager for O’Neil Global Advisors (OGA), an SEC registered Investment Advisor that specializes in fundamental, quantitative, and technical investment strategies for global equity markets. We use proprietary technical and fundamental factors that we have found to be statistically significant and predictive of future price movements to manage long-only and long/short portfolios for clients. I have managed numerous long-only and long-short hedge funds, mutual funds, and institutional accounts and overseen investment teams at Folger Hill Asset Management, Freedom Capital Management, Westfield Capital Management, and The Boston Company. I am a Chartered Financial Analyst and am regularly featured on Reuters TV, Bloomberg Radio, CNBC, and Fox Business.