About

For over 29 years, I’ve conducted landmark investment research and designed creative investment strategies while serving as a portfolio manager, investment analyst, broker, and investor.

Investment Management Entrepreneur

In 1992, I left a promising career with Merrill Lynch to start Winans International with only 7 clients. I envisioned an advisory practice different from other investment firms. By providing innovadative investment solutions, made possible through my proprietary research, we design individual portfolios to meet the complex needs of each client. My beliefs runs counter to the impersonal “one-size-fits-all” asset management approach commonly practiced on Wall Street.

Today, Winans International manages equity and fixed income investments throughout the country and has won national acclaim for its success.

  • 2008—Goldline Research ranked Winans International in Forbes Magazine as one of the “10 Most Dependable Investment Advisors”
  • 2009—Winner, Small Business Commerce Association’s National “Best of Business” Award

Professional Organizations

  • Chartered Market Technician (CMT)
  • San Francisco Chapter of The Market Technician Association, Founding President
  • Chartered Financial Analyst (CFA) Institute, served on several committees for the San Francisco Chapter

Top Technical Analyst

  • regular guest on TV and radio shows nationwide
  • investment research published as headline articles by leading websites, magazines, and newspapers.
  • KNEW-980am, San Francisco CA, Co-host The Best of Investing (newest radio talk show)
  • CBS affiliate KNX-1070 AM, Los Angeles CA , Senior market commentator (one of  the most popular business news radio stations)

Biography

  • California Brokers of San Diego, Real Estate License
  • EF Hutton & Company, Investment Analysis
  • Sutro & Company, Research Department
  • Compass Investment Group (Chicago-based), Research Director
  • Merrill Lynch, Registered Investment Advisor
  • Winans International, Founder
  • Graduate School of Business at St. Mary’s College of California, adjunct faculty member 1996 to 2001
  • 2004—University of San Francisco named him one of its most celebrated graduates in its 159-year history.

I’ve developed several important investment indexes and technical indicators which are considered leading market indices in Wall Street publications. They are used by major financial and academic institutions such as Fidelity Investments, Security Research Company, Global Financial Data, and Princeton University.

  • Winans International Preferred Stock Index (WIPSI)™
  • Winans International Real Estate Index (WIREI)™ (patent pending)

Award Winning Author

  • 2007—Preferreds: Wall Street’s Best-Kept Income Secret The first book on preferred stocks since the 1930s. Winner in the 2007 National Best Book Awards.
  • 2008—Investment Atlas: Financial Maps to Investment Success This investment history book reviews 200 years of events and how stocks, bonds, and real estate reacted. Winner of the 2009 Next Generation Indie Book Award’s highly competitive Finance category as well as a finalist in four other categories (Best Overall Design, Business, History, and Coffee Table Book).
  • 2010—Preferred Stocks: The Art of Profitable Income Investing

Education

  • Bachelors degree in Business Economics, University of San Diego
  • Masters in Finance, University of San Francisco

Active Philanthropist

  • The Museum of Finance (New York City NY)
  • The W Foundation (Novato CA)
  • USS Hornet Museum (Oakland CA)
  • Chabot Space & Science Center (Oakland CA)
  • San Francisco Fleet Week Association
  • Society of California Pioneers (San Francisco CA)
  • The Holland Society of New York

Renowned Collector

Space Exploration

spacecollection

The Moon Room

As life-long space enthusiasts, we have one of the largest private collections of U.S., Russian and Soviet space exploration artifacts. These items range from a full size Gemini capsule boilerplate to items carried to the moon on the Apollo missions. As our  “moon room” became an increasingly popular attraction for friends and family visiting, we were asked to make presentations to local schools. In 2002, we founded The W Foundation, a non-profit organization dedicated to the public education of the history and future benefits of space exploration through public exhibits of the collection. Many of these items are on permanent display at The Chabot Space & Science Center and The USS Hornet Museum.

Financial History

mofaexhibitIt started when my parents gave me some financial family heirlooms that were several hundred years old. The Edison ticker-tape machine as well as hundreds of stock certificates, real estate deeds, bond indentures (some dating back to the 1600s) have been obtained throughout my financial career. Many of these items are on permanent display at The Museum of American Finance in New York City.

My wife, Debbie, and I are long-time residents of the San Francisco area. In my spare time, I ski race in the U.S. Ski Association’s Masters Program and am the genealogist for the Winans and Eisen families.