Experienced Analysts

Home - Team

Jacob Williams

- Founder and Chief Investment Officer of Noah's Ark Trade union

team
Jacob Williams, born in California in 1973, graduated from Boston College with a bachelor's degree in finance and financial management. In 1999, he officially graduated from the Wharton School of the University of Pennsylvania with a bachelor's degree in finance. After graduation, he broke into Wall Street and worked for major investment banks such as Citigroup, Goldman Sachs, and Morgan, with excellent results. In 2003, with his excellent fund management, sharp capture of trading opportunities, and borrowing institutional energy in US stock trading and currency hedging quantitative trading, the cumulative return on principal that year reached an astonishing 480%, and he won the Best Newcomer Award in one fell swoop. Swoop down. , became famous in one battle. At present, we are determined to promote trade alliances and build a world-class comprehensive professional trade training platform.
1. Arrange CORZ at a low level in May 2024, enter the market at the bottom of the market fluctuation of $3, and take profit at a high of $9.8 in June, with a profit of 333%
2. In February 2024, a heavy position in MSTR was purchased at the bottom of 50, which stimulated the market to rebound, thereby driving a strong rise. Profit was taken near 185 in March, easily making a profit of 270%.
3. In January 2024, we jointly planned to buy NVDA at 50, and took profits near 130 in June, making a profit of 160%.
Trading style:
In the short term, we will focus on quantity, use movement to control static, and adopt a preemptive approach. The medium and long-term trend theory is combined with in-depth fundamental research to cut off the profit and loss galloping pattern and cooperate with position management to maximize profits.
team

Sarah Harper

Sarah is a senior financial planner. She serves as a tax assistant in the private client services department with two years of experience. She holds a Master's degree in Accounting and an MBA with a specialization in Data Analysis.

team

Lisa Clark

Lisa Clark is a client analyst. She has experience working as a senior assistant and trainer at the National Tax Group, and holds a Master's degree in Psychology from Siena College.

team

Mark Anderson

Mark Anderson is a financial planner with a Bachelor's degree in Business Administration and Financial Market Regulation. He specializes in the research of finance and information technology systems.

team

Jack Rogers

.Jack Rogers is an investment analyst. He holds a Master of Science degree in Financial Studies from Siena College and is currently a member of the CFA Institute.

team

Daniel Walsh

Daniel Walsh is a senior financial planner. Previously, he served as a senior financial planner at UBS Wealth Management. He holds a Master of Science degree in Accounting from Siena College.

team

Joanna Davis

Joanna Davis serves as the Chief Financial Officer. Previously, she held the position of Vice President of Finance at the Goldman Sachs subsidiary Ayco. She holds a Master's degree in Accounting from the State University of New York at Geneseo.

team

Brandon Hopkins

Vice President Brandon Hopkins is a member of the Investment Advisory Committee. He holds a Master's degree in Economics and Philosophy as well as a Juris Doctor degree from Law School of Boston College.

team

Anna Walsh

Anna Walsh serves as the Liquidity Manager in the Capital Markets Department. She is currently responsible for fixed income trading and managing fixed income investment portfolios. Anna Walsh holds a Master's degree in Economics and an MBA in Finance. She is also a board member and treasurer for the ARC Foundation of Warren County, Washington County, and Albany County.