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I am a perpetual student and teacher. After working in the corporate world for over 20 years in applied economics and statistics, I am back doing what I enjoy most – tutoring and teaching. For the past 7 years I have taught courses and tutored economics and statistics at the college level. I specialize in applying Microsoft Excel to solve problems in economics, finance and statistics.
In addition I enjoy tutoring and developing exam strategies for the series 7 brokerage exam and the quantitative methods section of the CFA exam.
My Master’s degree in Economics includes PhD coursework in Macroeconomic and Microeconomic theory. After completing my Master’s degree, I have pursued additional graduate level studies in Analysis of Variance, Multivariate Statistical Methods, Modern Portfolio Theory, and Derivative Securities.
I recognize that students have different learning styles and I make the connection to create an effective learning process for each student. To add to my tutoring skills, I have completed the International Tutor Program Certification for level 1. Throughout the tutoring process I create an appreciation for the subject by demonstrating why a concept is important or useful in the real world.
My educational background and years of experience in investing, economics, finance and statistics provide me with the tools to effectively tutor the quantitative methods section of the CFA exam. I have taught or tutored all of the models and concepts covered in the quantitative section. I also use many of the statistical methods routinely in managing investor portfolios and trading options. My Master’s degree in Economics includes PhD coursework in Macroeconomic and Microeconomic theory. For the past 7 years I have taught courses and tutored economics and statistics at the college level.
Econometrics is the application of statistical methods to economic data. Econometric models are used to quantify relationships within or between data sets. These relationships help economists understand both the observed behavior by individuals, businesses, industries, governments and economies and forecast future behavior.
I have completed econometrics courses in graduate school with A grades and was selected by my employer (a large telecommunications company) to take an intense 2 week course on data analysis and regression offered through Bell Labs. I have had the opportunity to apply correlation, partial correlation, semi-partial correlation and various regression analyses in a number of analytical positions. I routinely use correlation analysis in my work constructing investor portfolios.
Economics is primarily a set of tools that can be applied to any subject. Economics relies heavily on models. A model can be an explanation, a graph or an equation that facilitates our understanding of observed behavior and gives us the capability to forecast future behavior. These models are routinely applied to individuals, businesses and governments.
I am a Registered Investment Advisor in Colorado and am President of Matrix Investment Management. I have been managing investor portfolios for over 12 years.
I currently teach an options class at the university level and have taught a class on Exchange Traded Funds and Closed End Funds as well.
I have a copyright (June 1991) on a spreadsheet application for the valuation of put and call options and have traded options for over 30 years.
My academic background includes graduate level coursework in Modern Portfolio Theory and Derivative Securities. I have the following certifications: Chartered Mutual Fund Counselor (CMFC), Certified Investment Management Consultant (CIMC), and Chartered Retirement Planning Counselor (CRPC)
I have published letters to the editor on the following investment topics: “Fixing Market Failures”, The Denver Post, October 2008; “Investment Illusions Costly”, The Denver Post, May 1999; “Measuring Investment Risk using Semi-Deviation”, Investment Advisor Magazine, October 1996; “Using Log Percentage Changes to Avoid Issue of Asymmetrical Returns”, American Association of Individual Investors, October 1990; “Put and Call Premium Differentials”, American Association of Individual Investors, August 1989.
I also have experience tutoring for the series 7 and have worked and reviewed many of the problems with students in the different test study guides provided by the brokerage firms. The series 7 exam covers many topics, including but not limited to, stocks, bonds, REITs, ADRs, mutual funds, exchange traded funds, closed end funds, and options. Understanding how these investments trade and are valued are key to passing the exam. In addition, understanding the risk, return and diversification characteristics is both useful for the exam and on the job after passing the series 7.
Statistics deals with data and methods for analyzing data. Any statistics problem can be solved by understanding the type of data presented and then identifying the appropriate statistical method to be applied to the data.
Very Helpful — Having someone who has practical, working experience with Options was very helpful. Meritt was very patient and made understanding a pretty difficult topic much easier. I feel a lot more confident going forward with my Series 7. ...
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