Why subscribe?

30 Years on the Inside. Now, Your Inside Track.

I’ve spent three decades navigating the highest levels of the financial game. From the high-velocity world of Investment Banking as a Managing Director to the strategic oversight of a premier Family Office as CEO, I’ve seen how real wealth is built, managed, and protected.

Today, my mandate has changed. I no longer manage institutional capital or family fortunes — I manage my own money full-time. Top Tick Research is the digital journal of that journey.


Why Follow a “Personal” Journal?

I do what I have always done: I hunt for high-signal ideas, dig into the plumbing of the markets, and help people make money along the way.

By subscribing, you are getting a look over my shoulder as I document:

  • Deep-Dive Research: Institutional-grade teardowns of the most significant companies and infrastructure plays (like my recent analysis of Securitize and the $CEPT → $SECZ merger).

  • The “Update” Engine: I don’t just “post and ghost.” I provide constant news and updates on my best ideas so you don’t have to spend your day glued to a terminal.

  • A Peer Community: My goal is to create a small, like-minded circle of serious investors who value logic over hype.


The Road to “The Inner Circle”

Right now, Top Tick Research is 100% free (although ALL Posts are Emailed to Paid Subscribers in Advance).

However, this level of research takes a significant amount of time. I plan to keep a tight-knit community, which is why I have a clear roadmap for the future:

  • The Goal: Once we hit 50 Pledges (or 25 Founding Members), I will flip the “private” switch.

  • The Promise: I’m not looking to get rich off a subscriber base. This is about building a community of people who value real-world experience over short-term noise.

If my ideas work for you, consider pledging a subscription or becoming a Founding Member today as a “tip” for the research and a seat at the table when we go private.

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Investing for 30+ years... Former Investment Banker turned Family Office CEO/CIO... now managing my own money and sharing my highest conviction research ideas.

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