Who Are We?

So before you jump on the SharePlanner bandwagon, you probably feel it necessary to know the people whose behind the whole operation right? There are far to many financial websites that never reveal a name or an identity behind their commentary or their stock picks.

So without further adieu let's get in to the "Who We Are?"

Matt Walters     Ryan Mallory     Adam Beaty

Matt Walters:

Between the two of us, Matt definitely has the more intriguing background - a standout high school defensive end, who later signed on to the University of Miami as a four year starter and captain for the Hurricanes. He started in two National Championship games and was key contributor to beating the Nebraska Cornhuskers 37-14 in 2002 to take the crown.

Probably Matt's most infamous play in his college career was the game against Boston College where he produced one of college football's most memorable plays of all-time. Miami was pinned against their own goaline with with an undefeated season on the line, he intercepted a deflected pass in the closing seconds vs. Boston College before teammate Ed Reed took the ball from Matt and returned it 80-yards for the clinching TD to keep Miami's Rose Bowl dreams alive.

After his senior season in 2003, he was drafted by the New York Jets, and played two seasons for them. His first career sack was of Drew Bledsoe that forced a fumble that was later converted for a touchdown.

Matt also spent a season with the Miami Dolphins, where he soon thereafter retired from the game due to injury. He was later courted by the San Diego Chargers and Denver Broncos, but he chose against playing another season in order to pursue his other interests.

So where does trading stocks come into all of this?  Well, during his time in college and the NFL, an infatuation and passion developed for the stock market, where he would spend most, if not all, of his time downtime developing a skill set trading stocks. This passion continued to grow where even players, particularly in the NFL, would constantly huddle around Matt's locker before practice seeking investment and trading advice. Providing them with solid stocks both in the short and long-term, Matt began considering a career in the financial markets after his playing days in the NFL were over.

He had a Masters Degree in Mechanical Engineering, as well as in his undergrad, along with an MBA, but none of those directly correlated with what he really enjoyed doing - that is traing stocks. So in 2006, he and Ryan Mallory formed SharePlanner Inc. after realizing the need for a free online financial newsletter that not only provided trading ideas, but also included risk mitigation strategies, and a strong emphasis on investor education, not to mention a set of stock screens to assist traders in finding their own gems.

And for all you football nuts...we included the play against Boston College in the final seconds...enjoy!

By far the greater athlete of the two, Ryan was planning on entering the NFL Draft as the top quarterback right out of high school. Instead he chose to forgo a career in the NFL to earn a college degree and start his own financial website...Okay, so Ryan's story is no where near as exciting as Matt's but we had to do something to get you to keep reading. We will say this though, that we were somewhat truthful (he was a quarterback, but was neither a top, middle, or even average quarterback - and the NFL has never heard nor cares to know about the paltry career he exhibited in grade school).

But it is still important that you know about Ryan. He got his start in the stock market at 11 years old when he inherited $5,000 from a relative that had passed away. Instead of putting the money in a college fund until he was 18, Ryan convinced his father to let him invest it in the stock  market. While other kids read the comics section each morning, Ryan read the business section, specifically the page with all the quotes on it. That is where he began developing his skills as a "tape-reader". He never ventured out of the mutual funds, but why should he, here is a kid, not even a teenager yet, learning to make his allowance in the stock market. Growing up in the 80's & 90's, Ryan saw his portfolio grow from $5,000 to nearly $30,000 - a 500% return for a kid who didn't even have his driver's license yet.

But it wasn't until the beginning of 2001, while in college, that Ryan learned his greatest and most important lesson in the stock market - the feeling of losing it all! It's a feeling that probably everyone should experience at some point, but hopes never to have to. The portfolio, that had grown into an important lump sum of money had fallen back down to about its original value of $5,000. Luckily for him, he still had managed to use a little bit of that money to buy his first computer when he was 16, and even replaced the transmission in his car after it broke down on his way home from college.

The lesson learned from his early days, is a lesson that he is reminded of everyday before placing a single trade - and that is the human ability to capitulate a financial portfolio - and it is that lesson that has kept him from ever repeating it again.

Prior to starting SharePlanner, Ryan showed a desire to possibly work on Capitol Hill, and after a few summers as a college intern for Senator Richard Shelby (Alabama) and a failed interview at the White House, Ryan opted out of going to Law School as previously planned and instead obtained his MBA and got back into trading in the financial markets, which would eventually lead to him teaming up with Matt in launching SharePlanner.

So there you have a brief overview about us, sure we could have told more stories of how Matt from time to time, will hunt 5-foot gators with his bare hands or about how he is a triathalon enthusiast, and how Ryan enjoys long walks on Wall Street. But all kidding aside, it is our desire for you to understand that in all that we do, we aspire to be honest and forthcoming in everything we say and do. SharePlanner is designed to make us a profit, and we do so (currently) through the use of advertisements throughout our website. So do us a favor and be sure to visit our sponsors from time-to-time.

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Adam Beaty:

Starting out with only $500 in his portfolio, Adam set out on his stock trading adventure. But that is not where the journey began. Starting in college Adam jumped around from major to major looking for the one to suit him. Finally ending up in business hegraduated Magna Cum Laude with dual majors in Finance and Marketing. He knew he always had a passion for business with an entrepreneurial heart. Having 5 jobs by the age of 25 he had been owner of 4 of them. Starting businesses such as a mobile car wash, web development company, co-owner of a local pest control company, and co-founder of Bullogic. After picking up a good book on technical analysis Adam was hooked on the stock market and the charts they produced. Later on he developed a weird obsession for options and the infinite plays he could run with them. His work with weekly options earned him a spot in the Wall Street Journal at the age of 24. Now armed with a bit more than $500 Adam still pours through charts looking for the next big setup. You can follow on Twitter by clicking here. 

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