Matthew W.

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.