Capital Markets·Digital Assets, Financial Technology, and Artificial Intelligence·National Security, Illicit Finance, and International Financial Institutions
Service
House
New JerseyDist. 5
2017–2027(5)
Trading Style
Joint Account Trading: 98% of trades are through joint accounts.
High Frequency: Averages 41 trades per month, indicating a very active portfolio management style.
Diversified Sectors: Trades spread across 11 sectors with no single sector exceeding 29% of activity.
Highly Diversified: Trades across 301 different tickers with no single stock exceeding 6% of activity.
Managed Accounts: 100% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Small Position Sizes: Median trade size is around $15K, mostly staying in the $1K–$15K range.
