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Drawing on her background as a student of business and economics at the University of California in the 1940s and later as a financial writer and student of the stock market, Geraldine Weiss founded INVESTMENT QUALITY TRENDS in 1966.
She is a noted authority on blue chip stocks and the importance of dividends in determining stock market value. As a licensed investment counselor and registered investment advisor, she was the first woman to publish a stock market advisory service, thereby successfully entering the field of financial advice which had been exclusively male-dominated. |
GERALDINE WEISS
Founder and Publisher Emeritus |
As a TV personality, she has appeared numerous times on the popular TV show WALL STREET WEEK with LOUIS RUKEYSER. She also has been a guest on THE CHANGING WORLD OF BUSINESS, MONEYTALK, MARKETWRAP and MONEYLINE on CNN and CNBC cable TV. |
As a lecturer, she has participated in investment seminars and workshops throughout the country, also speaking to investment clubs, university groups and corporations. In 1994, she lectured on investments and the stock market aboard the USS Nordam on its voyage to Tahiti. In February, 1996, she was a featured speaker at LOUIS RUKEYSER'S INVESTMENT CONFERENCE at the MGM Grand Hotel in Las Vegas, with an attendance of 10,000. In 1996, she was a keynote speaker at the national convention of AAII (American Association of Individual Investors) in Southern California.
As a financial analyst, her work and interviews have been published in BARRON'S, THE WALL STREET JOURNAL, LOS ANGELES TIMES, FORTUNE, FORBES, NEWSWEEK, BUSINESS WEEK, PERSONAL INVESTING, CHANGING TIMES, WORKING WOMAN, USA TODAY, MONEY MAGAZINE, NEW YORK TIMES and a variety of other newspapers and financial periodicals. The Los Angeles Times has dubbed her the "Grand Dame of Dividends." Personal Investor magazine calls her "The Dividend Detective."
As a writer, she has contributed to numerous financial publications and has co-authored two investment bestsellers, "DIVIDENDS DON'T LIE" and "THE DIVIDEND CONNECTION." Both are published by Dearborn Financial Publishing.
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Kelley Wright
Managing Editor |
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We don't receive wisdom; we must discover it for ourselves after a journey that no one can take for us or spare us.Marcel Proust (1871 - 1922)
Kelley Wright is Chief Investment Officer and portfolio manager at I Q Trends Private Client Asset Management, a registered investment advisory company. Additionally, he is Managing Editor of the Investment Quality Trends newsletter.
Kelley’s interest in stocks and investing was the result of his relationship with his grandfather, a small business owner whose investment philosophy was formed by his experiences during the Great Depression. With everyday life as a classroom, Kelley learned the building blocks of business and how to discern quality offered at good value. From construction sites to the family vegetable garden the experience of one generation was passed with love to the next. |
In college Kelley made a connection between the lessons of his youth and his course work in business and economics. It was during the introduction to securities analysis that Kelley discovered the lessons from his grandfather were similar to the basics of value investing as taught by Charles Dow and Benjamin Graham. This link from the past to the present was the linchpin that cemented his interest in all things associated with stocks and investing.
Beginning in 1984, Kelley has worked for both wire houses and private boutiques as a Registered Representative and Registered Principal. In 1989 Kelley transitioned from retail brokerage to fee only investment management, eventually serving as Chief Investment Officer to three investment management firms.
In 2002 Kelley was handpicked by the legendary Geraldine Weiss to succeed her as Managing Editor of the number one rated INVESTMENT QUALITY TRENDS newsletter she started in 1966.
Kelley is an active lecturer nationwide, a participant in the MSN Money Strategy Lab, and frequent guest on both television and radio. He has been published by BARRON’S, BOTTOM LINE PERSONAL, BUSINESSWEEK, FORBES, THE ECONOMIST, MARKETWATCH.COM, and many others.
Kelley is the author of Dividends Still Don’t Lie, slated to be published in 2008.
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Michael Minney
Publisher |
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Michael Minney is Director of Investment Management at IQ Trends Private Client Asset Management, a registered investment advisory company. Additionally, he is the Publisher of the Investment Quality Trends newsletter.
Michael brings over twenty years of experience in banking, investments, risk management and financial planning to Investment Quality Trends. During his career in the financial services industry, he has held key positions with Bank of America; New England Financial Advisors; AFA Group; Advantage Asset Management, Inc.; and The Private Consulting Group.
Prior to joining Investment Quality Trends, Michael was a Senior Managing Director with The Private Consulting Group. He was the President and CEO of AFA Group and Advantage Asset Management, Inc., a registered investment advisory firm formed in 1993 with his partner, Kelley Wright.
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Michael holds a Bachelor of Arts degree in business administration from the University of San Diego. He is a past Registered Principal with the National Association of Securities Dealers and has received the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations from the American College in Pennsylvania. Michael is also the recipient of the prestigious National Quality Award.
Michael is a frequent participant at national investment conferences and seminars such as The Money Shows and the American Association of Individual Investors. Michael is a widely sought out portfolio consultant to institutional investors, foundations, endowments, trusts and high-net-worth investors.
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