"Having over 40 years on Wall Street, plus being only one of a handful of people who has experience in both the American Stock Exchange and the retail brokerage field, my goal of this site is to take much of the mystery out of investing by providing simple answers to your questions, with a touch of humor, about the complicated world of Wall Street, plus providing any financial research you might need and an evaluation of your portfolio by one of the top financial managers in the country."
- Roy Lerman
Worked in Order room for Loeb Rhodes (Brokerage Firm)
P&S Clerk for May Borg & Co. (Brokerage Firm)
Chief Specialist Clerk (American Stock Exchange)
Specialist Broker in 27 Companies (American Stock Exchange)
N.Y. Representative & Vice president of Southwest Sec. on American stock Ex.floor
Partner of R.I.P. Consultants (Financial Advisers)
Board of Directors - A.U. Pharmaceutical Inc.
Board of Directors - Integrated Transportation Group. (Chinese Company)
Board of Directors - Pet Health Inc. (Pet Insurance)
Board of Directors - Creative marketing Strategies (Software Company)
Board of Directors - Bio-One Pharmaceutical Inc.
Board of Directors - Capital Suisse Inc (American division of Investment bankers)
President of Gisbex & Co. (Costa Rica)
President of Maro & Co. (consultants)
President of Omega Financial Services (Escrow Service)
Traveled to China 3 times giving lectures and held discussions with Chinese business leaders.
Featured speaker at the National Association of Public Accountants (Dallas)
Appeared as a guest on CNBC
Member of good standing with the American Stock Exchange for 28 years
