About the Host

From family office management to retiring on a La-Z-Boy, I’m attempting to create a humorous map of “money and meaning” to keep in touch and hopefully make some new friends.

Professionally, I was not a good employee. I started out as an accountant with “The Big Eight”, but didn’t study hard enough for the CPA exam. So… after getting fired I joined a computer consulting company. After a few “middling” years there I went to work for a broker/dealer, got my securities and insurance licenses, learned a lot of good things, then got kind of bored. I left to start my own investment advisory firm and a couple of hedge funds. Sold those during the Dot Com Bubble, bought them back during The Global Financial Crisis, then sold again 14 years later as retirement approached. Along the way, a handful of wonderful families joined my circus and rode with me across the decades. 43 years after it all started, I decided to turn the lights off for the final time; but those families are, and will always remain, family to me.

These days, my professional time is allocated to working with not-for-profits or family offices looking for a little guidance. Freed from the bonds of the Alphabet Regulators, I plan to speak a little more freely about the things affecting the capital markets.

Nearly 40 years ago I married the girl next door (well, a mile and a half away, if we’re being honest), we have a Rottenweiler (Koda), a Calico (Stimpy), a Bengal cat (Chester) and more chickens than I care to admit. Rest assured there will be tales of the critters and their tireless dedication to entropy.

As for cooking, BBQ is my thing; the science of cooking is my angle. I’m not a foodie who posts pics of tall sandwiches or tapioca whatever from trendy restaurants. But I will post about some delicious things that end up on my butcher block for dinner. And maybe, if my bruised ego permits, I’ll tell the “Cannoli Story” in a future post.

Right now my car tinkering involves a ’69 Dodge, but I’m sure there will be some new things coming down the road (pun intended).