Financial Solutions for Concentrated Positions

Consulting Management Team

Derivative Wealth Management Consultants & Portfolio Risk Managers:

Jennifer M. Schmitz, MBA
Experience: 14 years Financial Investment Risk and Wealth Management
Background:

Corporate Financial Research Specialist

Licensed Registered Investment Advisor

Certified Financial Planning Certificate Candidate

Former member of Chicago Board of Options and Equity Derivative Specialist

Former member of Chicago Mercantile Exchange as Emerging Markets Floor Trader
Email: jennifer@i2ianalytics.com
Phone: 708-702-4664

Tony House
Experience: 25 years Financial Investment Risk Experience
Background:

Institutional Derivative Sales and Risk Specialist

Derivative Contract Pricing Specialist

Former member of Chicago Board of Options
Email: thouse@i2ianalytics.com

Outside Management and Brokerage Firms our consulting clients work with:

Charles Schwab – www.schwab.com

Fidelity – www.fidelity.com

Morgan Stanley - www.morganstanley.com

Quantum Capital Management – www.quantumcap.com