EXPERIENCE - Forty years of experience on Wall Street with JP Morgan Chase, TIAA, EF Hutton, Wertheim Schroder, CRT Capital, Five Iron Capital Mgmt, LLC., and The Herbst Group in sales, research & trading, and Investment Management GOAL - My goal is to simplify the complex investment world for my clients. By putting their capital to work optimally and giving them the attention they deserve, I work to keep clients invested and sleeping well at night. Keeping a limited clientele allows me to focus a lot of attention on each client to work towards achieving their individual goals Specialties: Conservative investing, with focus on enhanced risk/reward strategies of particular interest for