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About The Wall Street Geek

ABC+Shot+1b+copy About The Wall Street GeekWelcome to The Wall Street Geek! It’s a nationally syndicated blog with information and opinions to help you become better informed about important money matters.

I started this as a simple blog with insider opinions on Wall Street and the economy,  and expanded it to include all of the types of topics that a news geek who invests reads on a daily basis.

I hate rambling on about myself, so here is an imaginary Q&A between me and someone whom I’m a huge fan of: Oprah Winfrey.

Oprah: It’s such a pleasure to have you on my show today girlfriend!
Wall Street Geek: Thank you so much, I’m a huge fan of yours!

O: So can I call you Geek?
G: You can call me anything, Miss Oprah.
O: Why is your blog called “The Wall Street Geek”?
G: Well, you won’t necessarily find intense market analyses on this site, nor brazen predictions. I’m just a geek who works on Wall Street, giving you an insider’s take on events. By reading this, you may sharpen your inner geek when it comes to money and the economy.

O: What makes you a “Geek”? You surely don’t look like a geek.ABC+Shot+2+copy About The Wall Street Geek
G: I’m a geek inside, I guess. As a kid, I loved doing math.
O: Oh you’re one of those people that loved math as a kid
G: *Laughs* I earned Bachelor’s and Master’s degrees from Rice and Stanford Universities in Electrical Engineering, with mathematical concentrations. I had fellowships to both universities, including from the National Science Foundation and several national societies including the National Rice Engineering Alumni Association, and National Society of Women Engineers.

O: I think that makes you a geek, girl. Now, so many people are out there talking about Wall Street and finance but never actually worked at a bank nor managed other people’s money. Is that you?
G: No, and that’s a pet peeve. Prior to today, I worked at Morgan Stanley directing a global team developing portfolio risk analysis techniques for the Equity trading desk. As a senior officer at Citigroup, I led a multi-country portfolio analysis and trading team for the Equity Derivatives desk.
O: So you obviously know some things first hand?
G: Yep. I also received recognition from the CIO while at Morgan Stanley for my work on the in Equity portfolio risk analysis team.

img 2 About The Wall Street GeekI run an investment advisory firm in Manhattan called Price Capital.  My clients are individual investors, families and businesses.  I also consult on banking and hedge funds projects from both a business and even technical perspective.

O: Good lord. When do you sleep? I hope you share what you know to more than just your blog readers.
G: I’d love to do more of that, although appearing on TV is rough on my hair.
O: Girl, tell me about it.
G: I’ve appeared on PBS’s Nightly Business Report and ABC News giving personal finance and investing commentary. And I’ve been interviewed by The New York Times and The Wall Street Journal.

ABC+Shot+3+copy About The Wall Street GeekO: You look normal and sound normal…
G: I am! I’m sitting here wondering if you’re real too! Oh my God, it’s Oprah!!
O: Okay *chuckle*.
G: I’m definitely not all work. I’m actively involved with local charities—in particular, those providing support for children with illnesses.

O: I like that.
G: I’m originally from New Orleans, and grew up in Houston. In my spare time, I train in martial arts and have black belts in Taekwondo and Karate.

O: It’s Charlie’s Angels meets Wall Street!
G: Lol.

O: How can someone reach you?
G: If you have a question or request, you can either comment below, follow me on Twitter, or contact me below. I’d love to hear from you.

O: Thank you for coming today. Let’s have a martini after the show.
G: Pomegranate?
O: That’s one of my Favorite Things!!
G: You’re the best, Oprah.  Good luck with OWN!

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