About

Subscribe to thesherpa.substack.com for all videos, lessons, gameplays, and most importantly- Live Trades sent to you! thesherpa.substack.com I’ve worked in financial planning, investment management, and portfolio design for the past 15 years. Most of those years were spent as a Financial Consultant at the worlds largest private brokerage/mutual fund company. Over this time, I amassed multiple awards, licenses, and professional executive certificates one of which was from the prestigious Rice University in Financial Planning. Over this time I built a book of business in the High Multiple 100MM’s of assets under administration and have fortune 500 CEO’s, CFO’s and CIO’s as clients, as well as a few professional athletes. My entire life has revolved around market speculation, analysis, research and trading. During this period I sharped my tools and also used the time and resources to see “how the sauce was made.”

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