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Alpha is a measure of the active return on an investment, the performance of that investment compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period; a negative alpha means the investment underperformed the market. Alpha, along with beta, is one of two key coefficients in the capital asset pricing model used in modern portfolio theory and is closely related to other important quantities such as standard deviation, R-squared, and the Sharpe ratio.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and increasing investment Alpha while also reducing financial risk (beta). My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
I graduated from Florida State University with a B.S. in Economics and a minor in general business that included all core finance classes and multiple finance electives including an MBA class in Derivatives & Risk Management. Today, I am a full-time Equity Analyst for Alpha Edge Advisors, which is an affiliate of the Dynasty Wealth Community. I am also currently a CFA candidate.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
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