Our Team
7investing

Our Team

Our 7investing investment advisors come from a variety of professional backgrounds and we see the market in different ways. Our diverse set of viewpoints helps us present subscribers with a “full buffet” of stock recommendations that runs the gamut across all industries and sectors ─ including artificial intelligence, cloud computing, healthcare, and financial technology.

A full list of the recommendations, commentary updates, articles, and video interviews from each of our advisors can be seen by clicking on their name below.

Simon Erickson

7investing advisor Simon Erickson

View Simon’s Recommendations, Articles, and Videos

Simon Erickson is the founder and CEO of 7investing. He is one of the stock market’s most forward-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.

He does this by traveling monthly to industry conferences and by speaking directly with business, scientific, and academic leaders ─ to learn firsthand about the cutting-edge technologies impacting the business world.

That included a conversation in 2014 with a Harvard postdoc about a new scientific breakthrough called “CRISPR”. And then a trip in 2015 to NVIDIA’s Silicon Valley headquarters to learn about a new field of “deep learning.”

But he also personally dives in to these developing trends. He’s been plugged-in to immersive virtual reality, rode in the beta-version of Waymo’s self-driving car, made 70 times his money buying and selling Bitcoin, and took a pharmacogenomic DNA test to explain how he’d react to prescription drugs.

Simon previously worked for seven years at The Motley Fool, where he most recently served as lead advisor of Motley Fool Explorer. In this role, Simon ran an investment newsletter that profiled innovative trends, personally directed more than $1 million of funds into a real-money investment account, and managed a team of 22 people. Explorer was recognized as one of TMF’s fastest-growing and highest customer retention newsletters.

Simon has also been active in the financial media, offering his opinion of Facebook’s 10-year plan to CNN, discussing Alphabet’s “other bets” to CNBC, and sharing his thoughts about innovation and investing to podcasts and newspapers across America. He has a BS in Chemical Engineering from the University of Texas at Austin and an MBA in Entrepreneurship from Rice University in Houston. In his spare time, he enjoys traveling, listening to rock music, and spending time with his wife and daughter. He has now watched Frozen approximately 43 million times.

Simon brings a passion of digging into developing trends to uncover opportunities for 7investing. He believes personalized medicine and machine learning inference are two fields that will be extremely profitable for investors.

Austin Lieberman

7investing advisor Austin Lieberman

View Austin’s Recommendations, Articles, and Videos

Austin Lieberman is a lead advisor for 7investing. Austin has a unique background, which helps him bring an outsider’s perspective to investing. After more than eight years of experience leading teams distributed across multiple countries as an officer in the United State’s Air Force Special Warfare community, Austin has a great appreciation for the force-multiplying capabilities of software and technology. In 2018, he transitioned off of Active Duty and currently serves in the Air National Guard.

In the private sector, Austin put his passion for technology to work as a Consultant for the award-winning Business & Technology firm, Slalom. While at Slalom, Austin helped medium and large businesses deploy enterprise software at scale. With a look behind the curtains, Austin quickly realized the incredible innovation that cloud-based software unleashes in organizations when they transition to the cloud.

Austin’s unique background and tenacious curiosity have molded him into one of the best technology investors east of the Mississippi (he lives in Florida). Austin focuses on studying important, growing industries like Artificial Intelligence, Data Analytics, Cloud & Edge Computing, and Advertising Technology. Then he drills down to uncover the world’s most innovative technology companies with outstanding management (mostly founder-led) and industry-leading products.

This process has led to Austin beating the S&P500 by more than 180% since November 2014 in his personal portfolio. Austin is excited to have his investing chops scored and displayed publicly with 7investing. He truly believes investors can build life-changing wealth by investing in individual companies.

Austin loves spending time with his wife, daughter, and son. They’ve got a pretty slick home gym and love getting together to do family workouts or anything outdoors. Austin also easily has the best sense of humor (and jokes) of the 7investing team.

Daniel Kline

View Dan’s Recommendations, Articles, and Videos

Daniel B. Kline has spent the past six years as a leading voice on retail, consumer goods, technology, entertainment, mobile, and more for various platforms at The Motley Fool. He hosted multiple live digital shows for members while he was also a regular guest on the company’s top podcasts.

Prior to that Kline led the business desk at The Boston Globe’s Boston.com while also regularly writing for the paper. Kline served as the launch editor for what is now known as the MSN Money App for Microsoft and he has appeared on a variety of cable, radio, and internet shows.

He lives in West Palm Beach, FL but can regularly be found at industry events in Las Vegas or working from a cruise ship (when such things were possible).

Manisha Samy

View Manisha’s Recommendations, Articles, and Videos

Manisha Samy is a lead advisor for 7investing. Prior to 7investing, Manisha was the genomics Analyst for ARK Invest. She worked at ARK for four years, helping to manage investment portfolios for actively managed ETF products and also launching their first genomics fund in Japan. Her track record can be demonstrated through consistently beating the S&P and NASDAQ indexes.

Investors who value growth and innovative stocks should rest assured that Manisha finds her top stock picks at an early stage, before much is known about those companies. For example: she was the first Analyst that released two white papers on the cutting edge CRISPR gene-editing technology.

Manisha is a self-identified science nerd. Before entering the financial services industry, she gained experience in management consulting and at a natural language processing firm. She holds a BSc degree from Stanford University, where she majored in “Science, Technology, and Society” with a concentration in Life Sciences and Biotechnology.

Manisha started her career at Stanford’s stem cell research labs during high school and she continued her tenure there for the next 10 years. She has continued to work on a voluntary basis in New York’s Memorial Sloan Kettering Cancer Center. Manisha’s investment interests include DNA sequencing, precision medicine, immunotherapy, next-generation oncology, gene editing, and technological drivers for the future of healthcare.

And another fun fact: She can speak 5 languages and has trained professionally in dance!

Matt Cochrane

7investing advisor Matt Cochrane

View Matt’s Recommendations, Articles, and Videos

Matthew Cochrane is a lead advisor for 7investing. He grew up in Fort Lauderdale, Florida and, upon graduating high school, enlisted in the U.S. Navy, where he served for six years as an electronics technician. After re-entering civilian life, he married his high school sweetheart. Sixteen years later they are still together and raising their four kids in South Florida.

By day, Matthew is a detective with a local police department. By night, he writes for 7investing, looking for companies with wide economic moats that have a long runway of growth ahead. He also serves as a trustee on his police department’s pension board, a position he was elected to by his fellow officers.

After investing on his own for years, Matthew began writing articles for the Motley Fool in early 2017, where he made public stock recommendations that, collectively, easily beat the S&P 500 index. He spends most of his time today covering the fintech and payments sector, though he loves looking at interesting opportunities from every corner of the stock market. He has a BS in Interdisciplinary Studies from the University of Central Florida.

When he’s not working, writing, or shuttling kids to various practices and events … well, who are we kidding? When he’s not doing any of that, he’s probably sleeping.

Maxx Chatsko

View Maxx’s Recommendations, Articles, and Videos

Maxx Chatsko is a lead advisor for 7investing. Although his parents couldn’t spell (among other things), he managed to overcome that burden and develop a well-honed framework for analyzing companies, products, and services in living technologies. His work focuses on opportunities in biotechnology, synthetic biology, and renewable energy.

He’s published thousands of articles and reports as a writer for The Motley Fool, the first editor-in-chief of SynBioBeta, and various industry publications. He volunteers as a judge for the iGEM Competition each year, once built a DIYbio lab in his house, and is only 26 spider silk ties removed from the late Stan Lee.

Maxx brings a unique technical skill set to the 7investing team. He earned a BS in Bioprocess Engineering from SUNY-ESF, where he trained to scale-up fermentation and cell culture processes for industrial biotech products including beer, chemicals, and biologic drugs. He earned an MS in Materials Science & Engineering from Carnegie Mellon University, where he focused on tissue engineering and energy storage. Maxx has also worked as an application scientist for a hyperspectral imaging company, where he demonstrated the proof of concept of and earned a foundational patent for conformal filter technology.

These experiences have molded Maxx’s bottom-up approach to investing. First, he digs into the science to understand the ins and outs of technology platforms. Then, he works to understand the broader competitive landscape and where a specific company fits in. Finally, he pores over SEC filings to rate the financial health of a business within the context of a long-term mindset. 

Speaking of long-term thinking, Maxx and Simon have a bet about the future of DNA sequencing. Maxx isn’t sure what he’ll be doing on June 8th, 2028, but he’s confident Simon will be handing over some cash.

Steve Symington

7investing advisor Steve Symington

View Steve’s Recommendations, Articles, and Videos

Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets.

He lives with his wife and three children in Missoula, Montana, where he received a BS studying Computer Science and Mathematics at the University of Montana. Following college, he worked for seven years as a software developer and sales engineer for a machine-learning software company primarily serving military, local and federal government agencies, and defense and aerospace clients.

But he found his passion as an investor. Steve most recently worked for seven years at The Motley Fool, where he wrote nearly 8,000 articles on investing, stock picking, and personal finance topics. His work has been featured on USA Today, TIME, Fox Business, Yahoo! Finance, MSN, Newsweek, Forbes, Nasdaq, Business Insider, Money.com, and International Business Times. He also served as lead analyst for The Fool’s Artificial Intelligence portfolio, helped pick real-money investments for five years as part of its Explorer subscription services, and worked in a five-person team to build and manage what’s now a multi-million dollar real-money portfolio — after more than doubling in value with an annualized return of 15.5%, beating the S&P 500 by nearly 40 percentage points — under the Supernova Phoenix 2 service.

Steve believes it’s not just possible, but probable that individual investors can consistently beat the market and generate life-changing returns in the process.

Marketing Team

Samantha Bailey

Samantha Bailey is the Director of Marketing at 7investing and producer of 7investing Now.  An experienced leader in all aspects of marketing, Sam particularly enjoys building both a branding and marketing strategy from the ground up – perfect for her role here at 7investing.

She is responsible for every facet of our marketing strategy, including advertising campaigns, customer research, SEO, and social media management.

Originally from Virginia Beach, Virginia, Sam moved to Texas to attend the McCombs School of Business at the University of Texas in order to escape the cold and snow in Virginia.  Well, her version of cold and snow.  Steve might think differently.  Graduating with a marketing degree magna cum laude, she then worked in marketing for AIG helping rebrand the company after the financial crisis of 2008.  Sam then leveraged her education and experience to pursue an MBA from Rice University, proudly graduating from the Jones Graduate School of Business.

While she truly cherishes her role at 7investing, there is one job she loves more, and that is the role of mom and wife.  As the mother of a child with cerebral palsy, Sam is extremely active with both fundraising and advocating for Easter Seals.  She knows how fortunate she is to live in a major city with access to some of the best medical care in the world, and is determined to bring those same benefits to children across the country.

Ashley Wilson

Ashley Wilson serves as the analytics advisor for 7investing and provides a framework for the company to grow based on a data-driven approach.  She has a passion for noticing trends in data and guiding companies towards their maximum potential by understanding the data around them (known by the cool kids as “growth-hacking”).  In January 2020, Ashley founded JAW Analytics which helps companies incorporate meaningful analytics strategies into their businesses.

Ashley grew up in Louisiana but was no stranger to technology. With two parents employed by the public school system, she spent her adolescence helping secure education grants for rural parishes.  Then, she helped setup computer labs and train faculty throughout the 90’s.  She represented the interest of rural educators in Washington DC and in front of Congress while she was still in middle school.

Ashley attended undergrad at the University of Louisiana at Monroe where she graduated from the Risk Management and Insurance program with a bachelor’s degree in Business Administration.  She was able to cut her teeth in insurance at Lloyd’s of London and then returned to launch a start-up in the Louisiana insurance space that entered after Hurricane Katrina devastated the state.  She began as a Senior Underwriter and stayed for over a decade, where she grew the company to unheard of loss ratios (using a data driven approach) and rose to the Senior VP of Operations.  She is now a distinguished Alumna of her alma matter and returns often for public speaking events to offer guidance to the students in the business school.

To hone her data skills, Ashley recently attended the Harvard Business Analytics Program where she completed as a graduate with distinction and was invited to be the conferral speaker for her graduating class.  Her speech centered around the importance of ethics in artificial intelligence and how critical it is that those influencing algorithms in our world maintain a next-level of integrity.  She was recently featured by Harvard on a panel of her peers speaking about Women in AI.  With a true love of investing and growing companies with a data mind set, Ashley has fit right in at 7investing.

JT Street

JT Street is a marketing manager for 7investing. JT’s career began in earnest during his college years at Texas Lutheran University. He had two jobs; one as a small town radio news reporter and the other as a balloon-twisting clown at restaurants and parties.

The clown gig paid better… and JT discovered that markets could be irrational.

Over the next 20 years, JT used his positions as a reporter, videographer, digital marketer, and storyteller to share the experiences and passions of thousands of worthy, inspiring, entertaining and compelling human beings. He brings that breadth of experience to 7investing to help bring the company’s story to new audiences. When he’s not doing that, you can find him running up and down the streets of small-town Texas with his corgi and his 2-year old daughter, quite possibly all in matching tutus if it makes her happy. (Dad’s a pushover.)