Principal/Managing Director, MoKa Investors, LLC
Principal/Managing Director, Virtue of Selfish Investing, LLC
Mr. Morales began his investment career in 1991 as a stockbroker in the Beverly Hills branch of Merrill Lynch. In 1994 he joined PaineWebber, Inc. where he quickly achieved Chairman’s Club status as a top producer. In 1997, William O’Neil personally recruited Mr. Morales to join William O’Neil + Company, Inc. where he spent the next eight years as a Vice-President, internal Portfolio Manager responsible for managing a portion of the firm’s proprietary assets, and Manager of the O’Neil Institutional Services group responsible for advising over 500 of the largest and most successful institutional investors in the world, including mutual fund, pension fund, and hedge fund clients. Mr. Morales also co-authored with William J. O’Neil a book on short-selling, “How to Make Money Selling Stocks Short,” published by John Wiley & Sons in 2004. In 2004, Mr. Morales was appointed Chief Market Strategist for William O’Neil + Company, Inc.
In the period from January 1, 1998 to December 31, 2005, Mr. Morales achieved in his personal account a total return of 10,904.25% as audited by Rothstein Kass & Company, a hedge fund auditing firm. Applying a standard hedge fund 2%/20% fee structure to this return would yield a pro forma return of 5,572.04%, net of fees. Mr. Morales received his B.A. in economics from Stanford University.
Mr. Morales is also currently a principal and Managing Director of MoKa Investors, LLC and Virtue of Selfish Investing, LLC. He currently manages money for qualified investors through each of those firms, and is a frequent guest and commentator on Fox Business News, MarketWatch.com, and CNN News Radio’s Wall Street Shuffle and Opening Bell shows, among other venues. In 2010, Mr. Morales published “Trade Like an O’Neil Disciple – How We Made 18,000% in the Stock Market” (John Wiley & Sons) with his colleague and former O’Neil internal portfolio manager Dr. Chris Kacher. In 2013, Mr. Morales and Dr. Kacher wrote a second book “In the Trading Cockpit with the O’Neil Disciples,” published by John Wiley & Sons, Inc.
Principal, Marder Investment Advisors Corp.
From 1990 to 1996, Mr. Marder was affiliated with Capital Management Sciences, where he developed quantitative risk control software for use by institutional fixed-income portfolio managers. In early 1996, Mr. Marder co-founded DBC Online, which became known as CBS MarketWatch, the most popular financial Internet site, his market comments broadcast over the CBS Radio Network several times daily. As markets editor for CBS MarketWatch, his Marder On The Market column was well-known in the investment community. In 1999, Online Investor magazine named Marder On The Market one of the Web’s Top 25 Sources for Great Stock Ideas. In 2000, Forbes magazine mentioned Marder On The Market in its Best of the Web issue, calling it “smart commentary.” In addition, Dow Jones Investment Advisor magazine termed Mr. Marder “a sophisticated analyst.” During this period, Mr. Marder was the chief stock market columnist for the Internet sites of CBS News, America Online, USA Today, Yahoo, Excite, Quicken, CompuServe, the International Herald Tribune, the Honolulu Star-Bulletin, and the Minneapolis-St. Paul Star Tribune, among others.
In 2000, his registered investment advisory firm, Marder Investment Advisors Corp., began managing the investment accounts of wealthy individuals, trusts, and pensions. From 2002-2005, Mr. Marder served as the Chief Market Strategist at Ladenburg Thalmann Asset Management, the New York investment bank and brokerage firm founded in 1876, where he provided the firm’s board of directors and institutional clients with advice and guidance in addition to his duties at Marder Investment Advisors. Mr. Marder has managed hedge funds since 2001.
Mr. Marder has been quoted by media sources such as the New York Times, Forbes, Barron’s, the Financial Times, Institutional Investor, Investor’s Business Daily, Los Angeles Times, CBS Radio Network, Chicago Tribune, Dallas Morning News, TheStreet.com, and KNX 1070 News Radio. He has spoken at industry conferences such as the Los Angeles Times Investment Strategies Conference, the Las Vegas Money Show, and the International Trading Expo, where he has addressed audiences of between 500 and 2500. Mr. Marder is profiled in the 2013 book “How to Make Money in Stocks: Success Stories,” and is a contributing author of the Prentice-Hall book “Computerized Trading.” He received his M.B.A. with honors in Investments from the University of Southern California, and is a member of Beta Gamma Sigma, the fraternity that honors academic achievement in the study of business.