Within a year of graduating from University, I started Optuma (back then it was ‘Market Analyst’) —a financial analysis software tool for analysts and traders of financial markets. Over the years with the skilled team at Optuma, we’ve created value for our clients, and continue to do so as we seek to push the boundaries of what our software can achieve.

My primary focus is building tools and services that enable our Optuma clients to quickly and easily find investment opportunities using technical analysis, with the ability to measure the merit of those opportunities using quantitative analysis.

I’m privileged to both learn from and share my knowledge and skills with private traders, RIAs, Wall Street departments, and some of the largest hedge funds in the world.

Building powerful technical analysis tools since 1996 has led me to become an expert on the subject matter. I’ve enjoyed speaking at Technical Analysis / Trading events over the years. In 2016 I started teaching the Technical Analysis curriculum to professionals preparing to sit the CMT exams. It’s been a joy and pleasure to pass on my knowledge to up-and-coming experts in the field of Technical Analysis.

In more recent years, my focus has been on the quantification of Technical Analysis and building tools that allow any technical analyst to use quantitative models in their workflow.

My greatest skill has always been seeing solutions others cannot see. I’m always questioning why things are the way they are. If there is a better way, I will find it. It’s that questioning that has led to many innovations in the Optuma tools to the benefit of our clients.