Specialties
About Me
I’ve always been fascinated by the markets.
In high school, I read the investment pages of a local newspaper during lunch break while my classmates goofed off. Sometimes analyzing stock patterns felt like goofing off to me because it was so enjoyable. But eventually I realized that not everyone shared my passion for numbers and charts, so I began looking for ways to put my love of analysis to good use. I entered the financial world officially in 2003 as a licensed representative, but the 2008 financial crisis truly shaped my vision. Witnessing its devastating impact on unprepared investors, I realized that traditional investment approaches failed to protect people’s financial security. This pivotal moment ignited my curiosity to find a better way. I set out to study successful managers who had shielded their clients’ assets during the downturn, determined to uncover their strategies. Joining the National Association of Active Investment Managers (NAAIM) was a turning point for me. I found like-minded managers who understood how to navigate both bull and bear markets effectively. Over the years, I’ve had the honor of collaborating with top active managers across the country as both a board member and President of NAAIM, advocating for innovative investment strategies that prioritize risk management. When I founded Shadowridge in 2012, I started with a clear mission: to provide proactive, risk-aware money management to clients often overlooked by the financial industry. That vision has led the firm from a one-man operation to a dedicated network of financial professionals today. We’ve developed customized technology and dynamic strategies to better serve our clients, and we continue to grow nationwide. My commitment to data-driven models and lifelong learning is reflected in my credentials as a Chartered Market Technician® (CMT®) and Chartered Financial Consultant® (ChFC®). I love to meticulously analyze market data, searching for patterns, trends, and potential risks that might impact our portfolios. And for me, it’s still fun and totally worthwhile! By leveraging analytical approaches, I strive to provide our clients with well-informed, adaptive investment strategies that prioritize risk management in various market conditions.
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Credentials
CMT, ChFC
Chartered Designations
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Disclosures
Shadowridge Asset Management, LLC (“Shadowridge”) is an SEC registered investment adviser located in Austin, Texas. The Shadowridge may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Shadowridge’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Shadowridge’s web site on the Internet should not be construed by any consumer and/or prospective client as Shadowridge’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Shadowridge with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the Shadowridge’s current written disclosure Brochure and Form CRS discussing the Shadowridge’s business operations, services, and fees is available on this web site and/or from Shadowridge upon written request. The Shadowridge does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Shadowridge’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Shadowridge), will be profitable or equal any historical performance level(s). Neither the Shadowridge’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Shadowridge is engaged, or continues to be engaged, to provide investment advisory services. The Shadowridge registration status does not imply a specific level of skill or training. Certain portions of the Shadowridge’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Shadowridge (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Shadowridge, or from any other investment professional. The Shadowridge is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Shadowridge’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Shadowridge, or from any other investment professional. Each client and prospective client agrees as a condition precedent to his/her/its access to Shadowridge’s web site, to release and hold harmless the Shadowridge, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Shadowridge.