Gender

Male

Location

Atlanta, GA

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

I’m an Atlanta-based Asset Manager and Financial Advisor with over ten years’ experience. I’m involved in three different companies. I serve as Chief Investment Officer of the stock holding company DeHaan and Company Financial Partners; President of Lighthouse Financial Partners and Co-Founder of QuantPlat, LLC. I have been the portfolio manager of Lighthouse Financial Partners four separate portfolio strategies since 2006. In 2004, I began following the trend of using mathematical algorithms to determine buy and sell triggers in the portfolio management. I was convinced I could offer my clients a more innovative platform to build and manage their wealth. So I teamed with leading wealth managers, financial planners, CPAs, mathematicians and software designers to develop a fully integrated platform called QuantPlat™. As President of Lighthouse Financial Partners, QuantPlat™ became the tool we use on a daily basis to build and protect our clients wealth. In 2010, Letotech, LLC approached me to combine my expertise in portfolio management and construction with their expertise in software coding and investment technology. The result of that relationship is QuantPlat, LLC, a software company specializing in building investment solutions for asset managers.

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Speaking engagements