Hello
I started off my career on Wall Street as an equity analyst, followed by over a decade at money management firms in New York and Connecticut. I then spent eight years at UBS in Asia, advising hedge funds and mutual funds.
My passion is in investment and, as you can see, I’ve spent 20 years in institutional money management with multi-billion dollar investment firms. I start my investing career during the Asian Financial Crisis and managed a hedge fund portfolio during the 2008 Global Financial Crisis. This global macro economic background provided the framework to led see value in crypto currencies and digital assets. The world today grapples with historic high indebtedness that supports hard assets like bitcoin, but the world can also benefit from the efficiencies smart contract blockchains like Ethereum bring.
I founded RockDen Advisors to bring my experiences in traditional market to navigating the rapidly evolving crypto asset class. The crypto cycles have been driven by macro trends, which is the core of the allocation strategy of RockDen Digital Assets LP, a Delaware registered private crypto fund.
I majored in Economics & History at Bowdoin College and have an MBA from the Tuck School of Business at Dartmouth. I have been a Chartered Financial Analyst (CFA) since 1998.
CFA Disclosure:
Chartered Financial Analyst (“CFA®”) is a professional designation and awarded by CFA® Institute. To earn the CFA® charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA® Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA® charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct. CFA® is a trademark owned by CFA® Institute.
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