Summary

I am investment manager and financial consultant specializing in options-based income and growth strategies, risk management and portfolio hedging. I graduated from Polytechnic University with a BS degree. I started my professional career with IBM in New York, earning my Masters from Polytechnic University in 1990. I held a number of technology, financial and sales roles at IBM until 1993, when I joined Petrie Stores. In 1995, I joined PricewaterhouseCoopers as a Principal Consultant to lead the Technology Integration business. In 1997, I relocated to Zurich, Switzerland to start up PwC’s Technology Integration business for Europe, the Middle East and Africa. In 1999, I was admitted as a PwC Partner. In my four years in Europe, I built a thriving Technology Integration business, developed teams in 12 countries and grew annual revenue from zero to $168 million and profits to $24 million. In 2002, I joined UNISYS as Vice President and General Manager. Additionally in 1999, I founded Dolder Investment Partners, which merged with Highland Financial Group. In 2004, after 20 years in the industry and 10 relocations, I decided to leave the corporate world behind and focus on my financial investment business. I have consulted to Registered Investment Advisors, Hedge Funds, Investment Managers, Mortgage companies and other financial services companies. I developed and implemented proprietary options-based strategies for several investment managers. Currently, I am the Managing Principal at Highland Financial Group and serves as the General Partner for the Highland Multi-Strategy Fund. I currently live in Delray Beach, Florida, with my wife, Arlene, of 15 years and daughter Gabriella, 12 years old.

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