Chairman, Liberty Street Capital, founded as a private investment banking and financial consulting firm, has completed over $2 billion in transactions. Now an asset protection firm dedicated to best of breed investment strategies for its private clientele.
Senior Investment Banker, Goldman, Sachs & Co.
Senior Vice President, Lehman Brothers
Portfolio Manager, Morgan Stanley Smith Barney
Developer, Buy-Right Index Portfolio Management Strategy. One of first programs in the nation to combine Exchange-Traded Index Funds with covered calls and selected hedging techniques to create benchmark performance portfolios with lower volatility.
Strategic Advisor to Theta Capture Fund™.Private fund hedging the sale of S&P 100 Index put options with CBOE VIX futures contracts to create a partially-hedged premium selling program.
Series 7, 63 and 65 Securities Registrations
Funded six private companies that became public companies
Liberty Street Advisory Group refers to the separate entities, Liberty Street Law, Liberty Street Capital and Trust & Estate Stewards. None of these entities or persons furnish actuarial, accounting or comprehensive tax advice. Liberty Street Law is a law firm, and does not provide investment management, or any financially-related services. Liberty Street Capital, is a limited liability company registered as an investment advisor in Georgia and other locations. Trust & Estate Stewards is a limited liability company. Past results are not a guarantee of future performance.