Colin has been trading for over 11 years, and a full time options, foreign exchange
and futures trader for the last 5 years. Having originally learnt his craft as an
Optionetics student, he understands the needs of new traders. The opportunity to
teach what he learned trading a wide variety of market conditions, and to see students
succeed, is something Colin finds very motivating as an instructor for the advanced
level Optionetics classes in Australia.
Mark has been trading options for over 7 years and attributes his success as a trader
to having done every Optionetics course available. Mark developed his trading skills
while still working his day job until ultimately reaching the point where he could
quit working for others. He is now a full time trader and a passionate instructor
for the advanced level Optionetics classes in Australia.
Jeffrey Beamer is a 26 year veteran of the trading/financial services industry and
is Co-founder and Partner of Lacerte Capital Partners L.P. and Lacerte Capital Advisors
LLC., a Registered Investment Advisor servicing the Hedge Fund and Mutual Fund industry.
Jeffrey currently serves as Portfolio Manager and Director of Trading and Research
for the firm. He worked for Fidelity Investments for 12 years before leaving to
start his own firm. In 2002 Jeff began serving as an instructor for Optionetics
and has enjoyed sharing his knowledge with students. During his 2 1/2 decades if
trading, which has included trading in equities, commodities, futures, bonds, and
options on each, Jeff has traded through both ends of severe moves in the markets.
He carries a series 65 license as a Registered Investment Advisor and currently
serves on the board of directors for the Dallas Chapter of the Security Traders
Association and is an active member of the Market Technicians Association.
Christina has been trading options for over 16 years. An honors graduate of the
University of New Orleans with a BS in Finance with a Minor in Real Estate, she
was the recipient of an internship in the international trust department of a large
banking institution that began her career and love for trading. Besides actively
trading, she became part of Home Depot's success story in roles as Help Desk Manager
and Senior IS Director. Her trading style focuses on simple strategies and she has
incorporated this into a teaching style that has made her a favored Optionetics
Nick began trading options in 1998. After taking all of the Optionetics' courses
repeatedly, he joined the first Elite Traders program and then become an instructor
in 2004. Nick has an advanced degree in psychology and chooses to apply it to himself
and other people in the markets. His passions are trading, teaching, and traveling.
Nick feels fortunate to share these passions with others. When he's not trading
or teaching, he loves to read, watch movies, and sail. Favorite strategies are dynamic
collars, butterflies and credit spreads. Nick teaches in the Trading Essentials
Class, Power Tools and other on-line classes.
Senior Vice President, Optionetics
Tom is Senior Vice-President and co-Founder of Optionetics. Tom started his trading
career on Wall Street at the American Stock Exchange, and eventually turned to trading
off the floor. He has played key roles in the development of Optionetics. Tom has
made appearances on Your World with Neal Cavuto, CNBC Europe, Bloomberg, Squawk
Box and Reuters. His works can be found in monthly magazines such as Stocks and
commodities, and he co-authored The Stock Market Course and The Volatility Course.
Tom feels that his success has a lot to do with teaching people around the world
how to use alternative strategies in the market.
Jay Harris has been involved with stock market seminar education for 14 years. He
has been a public speaker and educator, was director of seminars and has helped
produce seminar education for youth programs and curriculum for high school 'trading
clubs'. He has been involved with the market since the time our then Federal Reserve
Chairman coined the phrase 'irrational exuberance' when describing what was going
on in the markets. Jay has seen the markets in some of their most robust times and
has seen the market 'top out' and roll over causing much pain to those uneducated
about how to protect and preserve profits. He couldn't be more enthused to be in
alliance with Optionetics as he sees them as the ONE educational entity that focuses
on controlling one's risk while having the goal of profitability in mind.
He brings his vast amount of experience and an unyielding passion for making a positive,
quality difference in the lives of his students and everyone searching for the opportunity
to utilize the stock market as a means to a better life. To everyone who is willing
to make the choice that continued education is the key to success in any field he
welcomes you on board and feels blessed to be a part of that journey with you.
Jay Kaeppel, a Trading Strategist with Optionetics, Inc., is the co-editor of Optionetics
ETF Investor newsletter and writes a weekly column, Kaeppel's Corner for www.optionetics.com.
Jay has been active in the financial markets for over two decades. He was the Head
Trader at a CTA for 8 years and a trading system and trading software developer
for 15 years. As an author, Jay has published four books on trading, The Four Biggest
Mistakes in Option Trading, The Four Biggest Mistakes in Futures Trading, The Option
Trader's Guide to Probability, Volatility and Timing and Seasonal Stock Market Trends:
The Definitive Guide to Seasonal Stock Market Trading (Wiley, January 2009).
Steven Novak has been trading stocks and options since 1999. His initial foray into
trading was typical--he lost a lot of money very quickly. But the same passion for
reading and learning that had propelled him while studying literature in college
proved useful in his trading education. He noticed that nearly every great trader
he met or read about started out by paying hefty tuition in trading losses. He also
noticed that some people quit and never came back after that happened, while others
used their mistakes as a learning opportunity to teach them how to trade better
next time, and it was to this camp that he determined to become a member.
Devon began his stock market career in 1994 after attending college courses in finance.
He lives in Portland, Oregon and has managed Direct Access trading branches and
educational systems before coming to Optionetics. Devon realizes that they keys
to success in the market revolve around risk, trading and money management and teaches
traders to set and follow guidelines in their trading plan.
Living in Chicago, Nick had always had a passion for the stock and options markets.
After graduating from college with a finance degree, he taught high school math
for 8 years, while at the same time learning how to trade stocks and options at
an options trading firm. He's been a trading coach to many students, and he has
taught virtual trading classrooms on various topics, including technical analysis,
risk management, and trading psychology. Nick is currently the LiveTrade anchor
Jane has been trading since 2007 when she joined Optionetics as a student. Her work
ethic and passion for education has helped her achieve trading success whilst still
being able to be a stay-home mum.
As an Optionetics instructor, Jane uses her experience and knowledge to help others
reach their goals. She actively trades Options, Futures and Forex while running
a vineyard and raising her family. She believes that trading success can be achieved
by anyone if you’re willing to learn from mistakes and commit to your education.
Rob has a degree in Business Administration and formed his own Financial Advisory
firm, following a twelve year career as a Golf Professional. Rob served as President
and Registered Securities Principal to a team of over twenty independent Representatives.
As a respected Financial Representative, Rob was asked to become an instructor for
the Florida School of Insurance and was listed as an Honored Professional in Nationwide
Register's Who's Who in Executives and Businesses.
It was during this time that Rob attended his first Optionetics seminar to learn
the value of options as both a vehicle to profit and manage risk in the markets.
After completing his Optionetics education, Rob became a writer for optionetics.com
and was eventually asked to become an Optionetics instructor. Rob gained notoriety
for his prowess in technical analysis, specifically for his expertise in Elliott
Rob is now one of our more tenured instructors, having traveled internationally
delivering Optionetics education for over ten years.
After a 14-year career in the I/T industry working for companies such as GTE and
Oracle Corporation, Mike began his trading career selling covered calls against
his Oracle stock. The power of selling options appealed to him and in 1998 left
his corporate job in the I/T industry and began trading options full time, specializing
in selling strategies. Since joining Optionetics in 2001, he has worked at all levels
of the Optionetics curriculum to bring systematic, high probability directional
systems and risk management to the Optionetics students. He has created a number
of classes focused on directional analysis, including most recently, Integrated
Investor Master Coaching, a course that teaches traders how to harness the power
of integrated analysis. Mike has a reputation of really caring for his students,
going the extra mile to maximize their probabilities of success.
Clare writes technical analysis, money management and options content for Optionetics.
Prior to this she worked at Charles Schwab in the Capital Markets & Retail Divisions,
both with a focus on options trading. Clare has 10 years experience trading equities
& options and holds a bachelor's degree in mathematics along with the MTA Chartered
Market Technician (CMT) designation.