EZTracker began publishing in 2002 for employees of American Airlines. Since that time, Alaska, Amazon, Atlas Air, Air Wisconsin, Delta, Envoy, FedEx, Frontier, General Motors, JetBlue, NetJets, Qualcomm, Republic, SkyWest, Southwest, Spirit, Sun Country, United , UPS, TSP, and Starbucks were added. In 2004 EZTrackerETF was added in response to subscriber requests for help with investments beyond their 401ks.
Joe Naidrich joined EZTracker as a Partner after 20 years of Institutional Equities Sales Trader experience at various brokerage firms including Sherwood Securities (VP), RBC Capital Markets (Senior VP), and EvercoreISI (Managing Director). Joe graduated from the University of Pittsburgh, and throughout his career has been focused on managing portfolio risk and allocation ideas for hedge funds and institutions. He is licensed securities dealer with Series 62, 63 and 55 licenses.
Roger Chang joined EZTracker as a Partner with over 25 years of experience in fixed income securities markets and risk management consulting. Upon his graduation from the School of Engineering at Columbia University, Roger began his career at Price Waterhouse where he advised clients on financial risk management. This experience helped him move to a securities company, Salomon Brothers (which merged with Travellers to become Salomon Smith Barney, and ultimately merged with Citigroup) where he spent 15 years as Managing Director in interest rate sales. Roger then joined Barclays as a Managing Director, where he continued to advise institutional clients: banks, pensions, insurance companies, and asset managers on asset/liability management, hedging, and structured solutions. He is a licensed securities dealer with Series 3, 7, 24 and 63 licenses.
