During a career that spanned 42 years in the mutual fund industry where he worked for and led some of the most successful mutual fund firms in the industry. He began his fund career at the Dreyfus Funds and moved on to become Executive Vice President of Oppenheimer Management Corp. and a limited partner of Oppenheimer & Co. His career path led him to the position of president and CEO of Templeton Funds Management Corp., the business manager for the U.S. based Templeton Funds until they were acquired by the Franklin Funds.

In 1996 he was invited to serve on the boards of several funds as an independent director. He was also active in the securities industry as an “industry” arbitrator for the NASD and The New York Stock Exchange and served as an independent director for several funds until the end of 2007. In addition, he also served as a member of the Investment Committee of the Ronald McDonald House Charities of Tampa Bay.

Having been involved in both sides of the fund business he is uniquely familiar with the challenges and obligations faced by fund shareholders and fund directors. He's never been reluctant to express his opinions which are often contrary to conventional wisdom. After retiring he became concerned with the current direction of the industry and decided to speak out with emphasis on fund shareholder’s interests and the obligations of fund directors who represent those shareholders.

Some of the issues discussed include:
•    How to select a Fund
•    Did you vote for your directors? When?
•    12-B1 Feess - The MULTI BILLION DOLLAR boondoggle
•    ICI – Looking Out For You?
•    The Mysterious “Omnibus” Accounts
•    The Phantom SEC  “Rule”
•    Mutual Fund  “IEDs”
•    Over regulated or over lawyered?

These are just some of the revelations in "Mutual Funds Today" – the book that levels the playing field for mutual fund investors striving to achieve financial independence.

Click here to order your copy now!

*Parents and Grandparents -- This is a book your children and grandchildren must read to prepare them for the financial challenges they will surely face. You won't find a better, more important gift that you can give them.

SENIOR BONUS: All copies purchased by Seniors, including gift copies are eligible for the 25% Senior Discount.