Intermediate-term tactical Fundamental/Technical PM

Investment Management Professional Plainsboro, New Jersey, United States

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Summary

Accomplished institutional markets professional with 40+ years of experience integrating fundamental, technical, and quantitative evidence into intermediate-term tactical portfolio and trading decisions. Experienced in event-driven equity positioning, sector rotation analysis, and risk-aware allocation frameworks across multiple market cycles. Creator of proprietary analytical tools designed to identify trend inflections, participation shifts, and high-probability tactical opportunities within fundamentally supported narratives. Trusted advisor to institutional clients, with a consistent record of delivering disciplined, evidence-based market insights, actionable trade frameworks, and structured portfolio decision processes.

Expectations

I am seeking an intermediate-term tactical portfolio management or trading role where fundamental evidence, technical structure, and event-driven catalysts are integrated into disciplined positioning and risk management. I work best in an environment that values rigorous process, independent thinking, and repeatable decision frameworks rather than purely narrative-based investing. My expectation is to contribute proprietary analytical insight, sector and stock-level opportunity recognition, and clear risk-aware trade structuring to a team focused on consistent alpha generation across market cycles.