Derek is an Advisor Solutions Specialist at Motif Investing, Inc. where he helps Registered Investment Advisors develop more efficient ways to manage client portfolios. A market junkie himself, he studies price action across multiple time frames in search of sectors and asset classes transitioning from one phase of sentiment to another.
His philosophy was shaped by years spent observing clients, first as a stockbroker and then running a retail trading desk in the late 1990s. These experiences led him to combine behavioral finance with his math background to more objectively measure the collective psychology of the market.
He started this blog to archive his thoughts and hopes readers might speed their learning curve with his approach to common behavioral tendencies.
Derek earned a BS in Finance from the University of Arizona and lives in Charlotte, NC with his wife and two children. He can be reached at firstname.lastname@example.org