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| Gender: |
Male |
| Age: |
67 |
| Location: |
United States, Massachusetts, Wellfleet |
| Connection: |
| No connection |
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| Professional Area: |
Other |
| Educational Level: |
Graduate Degree |
| Job Title: |
partner |
| Company: |
Oyster Cove Bed & Breakfast |
| Company Website: |
www.oystercove.com |
| Previous Companies: |
ActivBiotics, Inc, Ansoft, Inc, Coopers & Lybrand |
| Areas of Expertise: |
Finance & Accounting |
| My Favorite Stocks: |
ORB, OC, GMCR, FRG, BAM |
| My Top 5 Holdings: |
BRKB, DBA, PHO, ITA, XLE |
| Industries Of Interest: |
Alternative Energy, Oil Refining - Petroleum - Drilling, Precious Metals, Technology |
| Investment Objective: |
Growth |
| My Risk Profile: |
Moderate |
| Level of investment knowledge: |
Average |
| Investment Horizon: |
6 - 10 years |
| What best describes your investment situation?: |
I want a balance between growth and security. I am willing to accept some risk for potential higher returns over time. |
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