We are an experienced team of trading, investment banking, fund management, and technology professionals, providing tools that help you target investors, manage portfolios and enhance investment returns.
Our proprietary algorithms power our time saving and revenue generating tools from large financial data sets hosted on the cloud, accessible through your web browser. We are very proud of our team: each member contributes highly relevant, senior industry knowledge to the successful development and growth of Valuation Metrics and its products.
CEO / Co-Founder
Brad has extensive strategy, sales and marketing experience in the financial services, equity capital markets and investor relations industries. Brad has spent his career building and increasing revenue streams for early stage and mature companies. Prior to co-founding Valuation Metrics in February of 2011, he served as Principal of Bradford Mills Consulting, as a Senior Vice President of Bear Wagner Specialists and as a Managing Director of the NYSE. He has also held management roles at Aptegrity, Inc. and Pitney Bowes, Inc. Brad holds a Bachelor of Arts degree in Economics and in Government from Connecticut College.
President / Co-Founder
Will spent 22 years as a trader on the New York Stock Exchange as a Specialist with Bear Wagner LLC and its predecessor companies. His invaluable insight into the markets helps drive the relevant, discerning analysis to our clients. Previously, Will served as Partner, Senior Managing Director and Co-Head of Bear Wagner’s Management Committee and on floor trading operations. He also served for 8 years as one of 16 Floor Governors of the NYSE trading floor as well as on the NYSE SEC-Mandated Rules and Compliance Committee. Will received his Bachelor of Arts in Political Science from Hobart College.
Director of Technology / Co-Founder
Mike is the Director of Technology for Valuation Metrics, Inc. He has spent his career creating businesses online and in the cloud. He brings significant experience in mathematical modeling and in leading web-based software development. Previously, Mike led efforts to build e-commerce web applications for Hewlett-Packard, Cadence Design Systems and ET Water Systems. His experience also includes building big data solutions for Standard & Poor’s and Mizuho Financial. Mike received his Bachelor of Science degree from the University of California at Davis.
Business Development and Strategy
Andrew has broad experience in business information, media and communications, spanning 25 years. He held senior investment banking positions as a Managing Director at BMO Capital Markets and CIBC World Markets, and as a partner at Redwood Capital Group. His banking career also included positions with Bank of New York and The Chase Manhattan Bank. Andrew has successfully led notable financing and M&A transactions across the business information, software and consumer media sectors. He also founded and led an integrated media start-up that focused on providing information and networking to angel investors and early-stage companies. His educational degrees include a BA in History and Economics from Connecticut College, and an MBA from Columbia University.
Product Development and Quantitative Strategy
Rocky has over 15 years of experience as a Portfolio Manager, Quantitative Analyst and Independent Trader. He advises on the construction, factor analysis and back-testing of the company’s quantitative modeling systems, retail products, and topics related to the investment management business. Previously, he served as a Portfolio Manager and Equity Research Analyst for Simms Capital Management where he conducted extensive analytical work on quantitative stock-selection models to optimize risk-adjusted return. Prior to this, Rocky performed design optimization of advanced technology gas turbine engine components as a structural analyst at Allied Signal Corporation. He holds a BS in Mechanical Engineering from Worcester Polytechnic Institute and an MBA in Finance from Sacred Heart University.