Jeff's stock market interest was sparked back in the sixth grade when his math teacher gave each student a hypothetical $50,000 to invest. Jeff’s interest turned into fascination, as his dad drove him to the local brokerage office daily after school. At age 13 he committed his birthday money to the market - parlaying his funds into a 100% gain in shares of Mattel Toy and purchasing a 3-speed bicycle with the proceeds for transportation to the local brokerage offices. Heady with his beginner’s luck, he’s been a student and prognosticator of the market for the five decades since.
His book, "Relationship Investing – Stock Market Therapy For Your Money", was named 2018s "Best Investment Book of the Year by the 2018 stock Trader's Almanac. It uses life’s experiences and personal interactions as the common denominator to make the market’s movements and mannerisms relatable to all. The book also discusses risk management, the key in any investment approach and something that needs to be emphasized in the investment arena. Ron Insana, CNBC’s senior analyst and commentator, internationally recognized political consultant Doug Schoen, and award-winning author and Wall Street Journal writer Gregory Zuckerman were among the many respected individuals contributing recommendations.
jeff has been a featured guest on Wall Street Week with Louis Rukeyser and a keynote speaker for both the Money Management Institute (MMI) conference and Merrill Edge. In addition to speaking at the annual symposium for the Market Technician’s Association, Jeff was a featured presenter for Wells Fargo Advisors, Fidelity, and Bloomberg. He has appeared on CNBC’s Squawk Box, Fast Money, Talking Numbers, and Trading Nation shows. In addition to Bloomberg television and radio, Jeff has appeared on the Fox Business network. He’s been quoted in Barron’s and Barron’s On-Line. Jeff has addressed finance classes at Cornell University’s Graduate Business School, New York University’s Stern Business School, Muhlenberg College, Columbia Business School, and Endicott College. He was the featured speaker for the American Institute of CPA’s (AICPA), and a guest presenter at the annual American Association of Individual Investors conference (AAII) and the National Association of Active Investment Managers (NAAIM). Jeff has taught market analysis to local and international audiences, and spoken to the New York City teachers in conjunction with the nationally recognized Stock Market Game. His articles have been featured in MarketWatch, the American Association Of Individual Investors, and the Market Technician’s Journal publications.
Jeff also tremendously enjoys speaking at schools to students of all ages about both the stock market and pursuing their dreams in life. Interestingly, his rules for investing in the stock market can serve as a roadmap in helping them achieve those dreams.