My interest in capital markets began in the 1980s, when I was a young adult playing James Clavell’s Noble House stock market game at a time when the Dow Jones Industrial Average traded in the low thousands. Those early experiences sparked a long-term interest on how markets price risk, information, and human behavior.

Over the past twenty-five years, I have actively traded equities and options across multiple market regimes, including bull markets, dislocations, and periods of elevated volatility. During that time, I have developed a disciplined approach to risk management, position construction, and market-based decision making.

Professionally, I operate at the in the world of banking, markets, and technology, leading pricing and interest-rate risk management for a large financial institution. A core component of my work involves asset-liability management (ALM) and interest rate risk—designing, implementing, and monitoring strategies to align the balance sheet with a range of potential rate paths, while protecting earnings and capital. This includes the use of scenario analysis, stress testing, and policy frameworks that are standard in institutional risk management.

My expertise also extends to derivatives, including options and other instruments used to shape risk/return profiles. In the institutional context, derivatives are deployed to hedge interest rate, duration, and optionality risk; for retail traders, they provide structured ways to express views on direction, volatility, and time. A key objective of my work with qntr.net is to translate these concepts into practical, accessible frameworks for sophisticated retail traders.

My career has also spanned technology and software development and underpins much of this work. Combining my passion for finance with technology allows me to design and build tools—models, dashboards, and automations—that support decision-making for both institutional balance sheets and individual trading portfolios. I hold a Master’s in Finance from the University of Texas at San Antonio, with an emphasis in derivatives, which provides the quantitative foundation behind the strategies and risk frameworks I use.

This website is where I aggregate and share this experience. The intent is to formalize and pass on a body of knowledge around trading and derivatives—through education, tools, and coaching—so that others can better understand market risk, avoid common structural pitfalls, and, where appropriate, generate incremental income with a more risk-management, and market-driven mindset.