David Cox is a Senior Portfolio Manager at “Financially INsync” at Raymond James Ltd. in Waterloo, Ontario, Canada. He believes technical analysis is essential to making rational investment decisions, and manages assets using fundamentally screened, yet technically driven trend following and swing trading techniques to manage risk and opportunity in client portfolios. He is licensed in both Canada and by FINRA in the U.S. and serves clients in North America (and beyond).

David is a well-known presenter on technical analysis, is very active on Twitter @DavidCoxRJ and produces a weekly webinar called “Where Do We (Investors) Stand?”. He is highly recommended by the Chartered Market Technician Association to which he belongs. David is one of the few dual holders, globally, of both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He also has a Bachelor of Mathematics from the University of Waterloo.

Outside of the office, he enjoys running, traveling, listening and playing music, and is currently learning Spanish.

Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities’ institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.

Mrs. Adams has a bachelor’s of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the CMT Association, the CFA Society of New York, the American Association of Professional Technical Analysts, the Financial Women’s Association, and 100 Women in Finance.