Team

We have decades of experience and proven results. Meet the people that make up Bigg Whale Income.
Jerry Horowitz

Jerry Horowitz

Partner

Jerry Horowitz founded Bigg Whale Analytics, the sister company to Bigg Whale Income, in 2011. As a seasoned programmer, Jerry reverse-engineered the investment process to create predicative data analytics software and research for the financial industry. Jerry’s priority is using proprietary calculations to help investors balance the question of risk vs. reward.

Ted Oakley

Ted Oakley, CFA, CFP

Partner

Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO Advisors, has over thirty-five years of experience in the investment industry. The “Oxbow Principles” and the firm’s proprietary investment strategies were developed as a result of the unique perspective Ted gained throughout his almost four-decade tenure advising high net worth investors. Ted is a regular guest on the Fox Business Network and has authored five books.

To receive a free copy of Ted's books, please click here.

Susan Horowitz

Susan Horowitz

Managing Director

Susan Horowitz oversees all business operations and data analytics software at Bigg Whale. As a member of the team since 2014, Susan is committed to enhancing the investing experience and delivering reliable, data-driven research. Susan holds a master’s degree from the Walter Cronkite School of Journalism and Mass Communication at Arizona State University.

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