I’m a Chartered Financial Analyst (CFA) and managing partner at Jackson Square Capital, a registered investment adviser based in San Francisco. I founded the firm in 2019 after spending 17 years at J.P. Morgan Securities, where I served as a managing director and portfolio manager. With over 40 years of market experience, I use fundamental research to build and manage tailored portfolios across stocks, bonds, and other assets. I was named a top wealth adviser in California by Forbes, and the firm has been recognized by AdvisorHub and Financial Advisor Magazine. I share insights on capital markets and business trends in Inside Markets, a daily email newsletter. Sign up here.
The Market’s Mixed Leadership May Be Rotation, Not A Recession Signal
Mega-cap winners are getting re-priced. The money is spreading into cyclical sectors, with defensives acting more like insurance than a verdict on the economy.
AI Shakes Software, But There’s Opportunity In The Spillover
AI fears have slammed software valuations fast, but the selloff is starting to throw off clearer signals. Here’s what’s changed, why the market repriced first and where the most compelling opportunities may be showing up across security, AI traffic enablers and the networking backbone powering hyperscaler capex.