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One-Line Bio

Independent Analyst


I am an independent investment research analyst with 27+ years of professional experience and 30 years overall. I started my own independent research firm, AB Analytical Services, in 2007. I graduated Northwestern University in 1986 and earned the Chartered Financial Analyst designation in 1997. I reside in Houston with my wife of 23 years and my two children and our dog, CocoBella.


investing, bicycling, inexpensive wine, none at the exact same time though