COMMITTEE/TEAM
From 1982 to 1998, David Ryan worked closely with William O'Neil, founder of Investor's Business Daily. His key responsibility at William O'Neil & Company was advising that firm's 500 institutional clients on individual stock selection. David also managed several investment portfolios for William O'Neil& Company. From 1992 to 1997, David was the principal portfolio manager of the New USA Growth Fund. This was an aggressive growth mutual fund with 200 million dollars in assets and had an average of 70 stocks in the portfolio at any given time. The New USA Growth Fund was sold to Massachusetts Financial Services in June 1997. Ryan also gave lectures for Investor’s Business Daily and William O’Neil and Company during the 1980’s and 1990’s.
He has been quoted and featured in numerous books, magazines, newspapers and television programs including: Market Wizards, Momentum Master’s, Forbes, Money, Barron's, Investor's Business Weekly, The Wall Street Journal, Los Angeles Times, CNN, CBS, NBC and CNBC.
Rajneesh Gupta is an Information Technology and Data Science professional involved with working on stock market and financial data for over 30 years. He has been involved with creating software for storing, cleansing and processing Stock Market related data like 10K, 10Q reports, daily stock prices and corporate actions. He designed Databases for storing and publishing financial information of common stocks, preferred stocks, stock options, futures, futures options, spot prices, U.S. government bonds and T-Bills.
He has researched and developed algorithms for selecting growth stocks. While working at William O’Neil & Company he worked on creating rankings which were published in products sold to institutional clients. He met David Ryan while at William O’Neil & Company and created stock lists, using algorithms and pattern recognition techniques, which were used for selecting stocks for the New USA Fund. He has a passion for researching financial markets and believes that most stock selection methodologies can be converted into a rule based algorithm.
Rajneesh has an Engineering Degree from Indian Institute of Technology, Delhi (IIT) and an MBA from Xavier Labour Relations Institute (XLRI). He went to St. John’s High School, Chandigarh for his School Leaving Certificate from Cambridge University (O Level). He is a member of the following associations: Life member of American Association of Individual Investors (AAII) since 1986; Algorithmic Traders; Global Financial Markets; UCLA Technology Development Group; Data Science Central; Finance Club; Stock Traders Daily.
Mark graduated with his degree from The Master’s University in 1990. Mark is a Registered Investment Advisor and holds NASD Series 7, 24, 63, and 65 licenses. In 2002, Mark completed the CFP Professional Educational Program at Metro State University, Denver, CO and subsequently obtained the Registered Financial Consultant (RFC) designation. An experienced speaker and portfolio manager, Mark has contributed to various products, sales tools and key initiatives with numerous companies.
Mark has been involved in various community activities involving Newhall and William S. Hart School Districts, local youth sports, The Master’s University and other community councils and boards. In his free time, Mark enjoys time with his family, as well as, riding motorcycles, water skiing, traveling, reading theology, reading history and reading about the financial markets.