Bart brings over two decades of experience in the financial markets. First, as an option market-maker on the trading floor of the Chicago Board of Trade and Chicago Board Options Exchange, he witnessed the historic events of September 11th, the 2008-2009 financial crisis, and the 2012 flash crash, among others. Option trading experience includes S&P 500 Index options and 10-year Treasury note options. His unique perspective, gained as a former partner in an options trading firm and a member of the Chicago Board of Trade, equips him with a distinctive insight into the financial markets, including a thorough understanding of both fundamental and technical aspects.
While still on the trading floor, Bart fulfilled the education requirement for the Certified Financial Planner certificate. From the trading floor, Bart took a role with TD Ameritrade, where he was eventually promoted to an elite team called Private Client Service, which worked exclusively with the top 1% of high-net-worth clients. Before the merger with Charles Schwab, he held a regional sales role, where he assisted local branches throughout the Southeast region in gathering new assets.
Bart’s professional qualifications include a Bachelor of Science (B.S.) in Finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Market Technician®, and an Enrolled Agent. He lives in Geneva, Illinois, with his wife, three boys, and their labradoodle, Marley.
