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James K

Series 65

Santa Fe, NM

Market Gauge Asset Management

James Kimball is a financial advisor with Market Gauge Asset Management in Santa Fe, NM, holding a Series 65 credential and 11 years of industry experience. He has worked with Market Gauge since 2015 and is also a self-employed consultant for Dataview LLC, a financial publishing company focused on education and market research, where he conducts financial analysis and systems development. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a combination of proprietary rules-based models and traditional investment analysis methods. The firm offers model-based trading signals and tactical strategies alongside longer-term allocations, serving clients through separately managed accounts and sub-advisory arrangements.

Active portfolio management
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Donn G

Series 63, Series 65

Warrensville Heights, OH

Market Gauge Asset Management

Donn Goodman is a financial advisor at Market Gauge Asset Management with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Atalanta Sosnoff Capital LLC and Atalanta Sosnoff Management LLC for over two decades. He also serves as a consultant to a financial publishing entity, MarketGuarge.com. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients using a blend of proprietary, rules-based models alongside fundamental, technical, quantitative, and qualitative analysis. The firm offers model-based trading signals, pre-designed portfolio blends, and employs tactical and longer-term strategies with potential use of hedging and leverage.

Active portfolio management
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Alan F

Series 65

Santa Fe, NM

Market Gauge Asset Management

Alan Friedman is a financial advisor at Market Gauge Asset Management with two years of industry experience. He holds a Series 65 designation and has been an Associate Professor at Purdue University since 1995. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients through separately managed accounts and sub-advisory arrangements, utilizing a blend of proprietary models and traditional analytical methods to implement tactical and longer-term investment strategies.

Active portfolio management
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Zachary G

Series 65

Chicago, IL

Market Gauge Asset Management

Zachary Goodman is a financial advisor at Market Gauge Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Tactive and Boyd Watterson Asset Management. Goodman also serves as a consultant to MarketGauge.com, a financial publishing entity affiliated with his firm. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients through separately managed accounts and sub-advisory arrangements. The firm uses a combination of proprietary models and traditional analysis to implement tactical and long-term investment strategies.

Active portfolio management
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Keith S

Series 65

Santa Fe, NM

Market Gauge Asset Management

Keith Schneider is a financial advisor at Market Gauge Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Market Gauge since 2015. Outside of investment advisory, he is CEO of Dataview LLC, a financial publishing and data analytics company, and is involved in software development through leadership roles at Wizard IP LLC and Picatinny Intellectual Partners. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients using a blend of proprietary, rules-based models and traditional analysis. The firm incorporates tactical and longer-term strategies and offers model-based trading signals through separately managed accounts and sub-advisory arrangements.

Active portfolio management
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