Who is Chaikin Analytics?
About Marc, Sandy and the team!
About Marc Chaikin
After 40 years on Wall Street as a trader, stock broker, analyst and head of the options department for a major brokerage firm, Marc founded Chaikin Analytics LLC to deliver proven stock analytics to investors and traders, based on the Chaikin Power Gauge, a 20-factor alpha model proven effective at identifying a stock’s potential. Chaikin developed computerized stock selection models and technical indicators that have become industry standards (including Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.
Chaikin Investments has collaborated with Nasdaq and IndexIQ to bring the Chaikin Power Gauge stock rating approach to the ETF marketplace for the first time. Marc and the Chaikin Analytics team rang the NASDAQ Opening Bell on April 30, 2018 to celebrate the one-year anniversary of this very successful launch. The Nasdaq Chaikin Indexes, powered by the Power Gauge Rating, have outperformed their benchmarks since their inception in April 2014.
About Sandy Chaikin
About Carlton Neel
CEO of Chaikin Analytics, Carlton Neel spearheaded the creation of investable products for Registered Investment Advisors, Wealth Managers, and individual investors. He spent five years as Vice President at J.P. Morgan & Co., Inc. before working with noted investor and market guru Dr. Martin Zweig at Zweig Mutual Funds for nearly 20 years. In his long portfolio management career, Carlton managed open-end mutual funds, closed-end mutual funds and variable annuities, in addition to managing his own hedge fund for a brief time.
About Pete Carmasino
With over 25 years in the financial services industry, Pete has had the opportunity to learn many investment strategies while employed at several research, trading, and investment banks. His experience ranges from district manager at a NYSE member firm to institutional sales trader. He also owned and operated his own RIA firm. Pete is now the Head of Sales and Advisor Outreach at Chaikin Analytics, helping professional advisors and wealth managers make the most out of Chaikin Analytics for their clients and their firms.
About Dan Russo
Dan Russo is the Chief Market Strategist at Chaikin Analytics where he writes the Daily Market Insights newsletter and provides thematic trading and investment ideas for clients. Prior to joining Chaikin Analytics, Dan was an institutional sales professional at Needham and Company where he combined the firm’s fundamental analysts’ research with his own technical analysis to generate actionable trading ideas for hedge fund clients. Before joining Needham, Dan worked in an institutional sales role at Susquehanna International Group from 2007–2011. Dan started his trading career as a specialist and member at the New York Stock Exchange, responsible for maintaining markets in domestic equities, US-listed foreign equities and closed-end funds.
Dan is a Chartered Market Technician (CMT) and a member of the CMT Association. He holds an MBA in finance with an international designation from Fordham University.