Mesmerized by the sight of the neon green stock prices moving across the black background of the display at the local brokerage office in the late-1960s, the study of the stock market has been Jeff’s passion for the five decades since. It was in 1982 that legendary technical analyst Newton Zinder gave him his big break at E.F. Hutton and Company. Since then, he’s served as chief technical analyst for major wire houses including Lehman Brothers, PaineWebber, and UBS, Inc. - crisscrossing the country to preach his highly motivational brand of technical analysis risk management at advisor, client and prospective client seminars, national and divisional sales and management meetings, executive functions, advisor trips,professional organizations, and educational venues. Whether it’s at grade schools or graduate schools, to the New York City teachers, the Money Management Institute conference in New York City, the American Institute of Certified Public Accounts (AICPA), or other varied groups and media outlets, speaking about the market and how to achieve potentially improved investment results is one of his lifelong professional passions.
His book, Relationship Investing - Stock Market Therapy for Your Money, was released in 2017 and named "2018 Investment book of the Year by the 2018 Stock Trader's Almanac (51st Edition).
In writing Relationship Investing, Jeff reached out to a far broader audience than his immediate one - breaking down the discipline of technical analysis into its non-technical components by using life’s relationships like marriage, dating, separation and the like - something all investors can relate to – as the common denominator to illustrate his points. The book is a potential breakthrough in translating the messages of the market’s movements to a universal audience. It attempts to simplify what the investor often perceives as an incomprehensible medley of data and decision-making options into an investment road map for all seasons. It also strives to provide the reader with a key investment ingredient - direction. Equally important, this book will alert investors, at long last, to stock market investment axioms still in use today that can prove potentially toxic to their stock market performance and financial well-being. It will challenge conventional Wall Street wisdom. The book is less about capital appreciation than about capital preservation, and how to apply the principles thereof toward a potentially improved investment outcome.
Jeff’s motto: NEVER tell anyone to do something with their money that you would not do with your own.