
Online
Busy
Away
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Degrees
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BA Economics, Brandeis University, Working on completion of MBA at the WP Carey School of Business at Arizona State University.
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My Expert Service
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My name is David and I can help you with your mutual fund questions. I am a research analyst and strategist that specializes in mutual funds. While I cannot provide individualized investment advice (asset allocation, tax strategies etc), I can help you evaluate funds for your portfolio. Feel free to ask me about a specific mutual fund and I will analyze it and let you know if I feel its a Buy or Sell. Make sure to include its symbol for a quicker response.
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Experience & Qualifications
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I have over 8 years experience researching mutual funds, their managers, ETFs and stocks. I currently cover the entire spectrum of publicly listed open & closed end mutual funds & ETFs. Please note that I do not cover annuity holdings or funds found in life insurance products.
I write periodic investment columns analyzing mutual funds and their managers. I have also served as the Senior Analyst for 4 mutual fund newsletters and had previously spent 3 years assisting investment strategists & portfolio managers in managing mutual fund portfolios for high net worth clients.
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Available Modes Of Communication
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email/chat
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Contact
Mutual Fund Guru
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Home » Business & Finance » Investment » Mutual Funds
» Mutual Fund Guru
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