Senior Vice President of Education and a Senior Market Analyst
Joseph Cusick currently serves as the Senior Vice President of Education and a Senior Market Analyst for optionsXpress. He and his team are responsible for increasing brand exposure and enhancing customer loyalty by creating education through in-house initiatives and third party partnerships. Mr. Cusick seeks out common sense and technologically scalable educational pathways for self-directed investors of all experience levels. He is largely responsible for ramping up delivery of online and offline seminars to customers and potential clients worldwide. Prior to serving in his current role, Mr. Cusick immersed himself in the broker side of optionsXpress by managing his own book of business. Prior to joining optionsXpress, Mr. Cusick served as a market marker and portfolio manager at the Chicago Board of Options Exchange. Joseph is a graduate of Marquette University and holds his Series 4, 7 and 63 registrations with the NASD.
Jon 'DRJ' Najarian is a professional investor, noted media analyst and speaker, and cofounder of optionMONSTER™. Following a brief stint as a Chicago Bears linebacker, Jon launched his financial career at the Chicago Board Options Exchange (CBOE) in 1981, trading in the pits for some 25 years. In 1989 he founded Mercury Trading, running the company for 15 years until 2004, when he sold his floor-trading operations to Citadel, one of the world's largest hedge funds. More recently, Jon—often known after his CBOE floor call letters 'DRJ'—has developed and patented trading applications used to identify unusual activity in stock, options, and futures markets, notably the HeatSeeker™ program, which uncovers extraordinary buying patterns from among the 120,000 quotes per second that stream from America's stock, options, and futures exchanges. In addition to optionMONSTER.com, Jon's research and analysis is widely cited by leading financial media including the Wall Street Journal, Reuters, Bloomberg, Dow Jones, FOX News Channel, CBS Radio, and CNBC. He appears daily on First Business Television, a business news magazine, hosts a CBS Radio show, and webcasts twice daily on CBOETV.
Ansbacher Investment Management
Jason Ungar, Director, Ansbacher Investment Management, specializes in the development and implementation of short volatility strategies designed to meet the needs of institutional clients. For three years prior to his joining AIM, he was a Partner at Apogee Capital, LLC, and prior to that, he was a Financial Advisor with RBC Dain Rauscher. Mr. Ungar’s opinions on option strategies have appeared in numerous publications including: Pensions & Investments, Investment News, and Thestreet.com. He is Series 7, 66, and 3 licensed. Mr. Ungar is a graduate of St. John’s College, Annapolis.