A Bit About Me

I help novice investors just like you, often ignored by Wall Street. I graduated from Cornell University and worked as a stock market data analyst, calculating indexes like the S&P 500.

Stints In The Wall Street To Independent Investor

When the company I worked for outsourced my job to India, I found myself unemployed and in debt. In the meantime, I saw my parents leapfrog many of their peers during their retirement.

They went from a comfortable lifestyle to a life of luxury while most of their friends were trying to make their money last during retirement.

After being laid off for the second time, I linked up with my Dad. He taught me the method he used to triple his net worth during retirement and grow his savings into a multi-million dollar portfolio.

Since then, I've passed the Series 65 exam required to become a financial advisor to use that knowledge in an unconventional way to boost our portfolio. Instead of managing other people's money, I've focused on teaching investors how to think differently about the stock market.

Becoming A Forbes Renowned Author And Teaching Finance

I've been invited to present at universities, investment clubs, and financial events throughout the country. As a contributor for Forbes.com, I write about money and the markets with the individual investor in mind. Over 1,000,000 people have read my articles and learned from them.

Some Fun Facts!

I was featured in the Miami Herald after Bruce Springsteen helped me propose to my girlfriend at one of his concerts. I've also been a contestant on "Who Wants to Be a Millionaire," but learned from my Dad that you don't have to be on a game show to become a millionaire!

Trading Alongside The Maestro…

I spent years trading alongside my father, researching new investment opportunities to help him beat the market. My Dad passed away in January 2020, leaving me the responsibility of managing the portfolio using his time-tested strategies.

Under my stewardship, American Dream Investing's 3-Year performance is 70.49% vs. 47.05% for the S&P 500 (as of 7/31/2023).

My performance is the result of solid research and independent thinking. I subscribe to numerous financial publications and blogs and watch the same financial news programs as everyone else. But I do my own independent analysis and invest after reaching my own conclusions.

Over the last ten years, the ADI portfolio has seen cumulative returns of 938.38% compared to the S&P 500's cumulative gain of 229.36% (as of 7/31/2023).*

Using his methodology, I've helped Members achieve double-digit returns by providing an insider look into our portfolio and the trades we make.