I joined O’Neil Securities to help institutional clients achieve superior execution and customized derivative solutions in an environment that values rigorous analytics and market insight. The firm’s culture of innovation and client focus mirrors my approach to using equity derivatives to uncover opportunities and manage complex risk.
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Over more than 24 years, I have led equity derivatives businesses at Morgan Stanley, Bank of America Merrill Lynch, and Mizuho Securities, while also serving in senior trading roles at Seaport Global and Maxim Group. Earlier in my career, I co-founded a $200 million long/short equity hedge fund that applied derivatives to generate alpha. My experience includes managing a $2 billion single-stock derivatives book, leading client-facing teams, and creating disciplined processes for risk monitoring and execution across multiple trading venues.
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My expertise spans equity derivatives, ETFs, portfolio trading, and cash equities. I focus on helping institutional investors define and achieve best execution by integrating option Greeks, managing risk in real time, and optimizing portfolio structures.
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I hold a Master of Business Administration from the University of Chicago Booth School of Business, with concentrations in Analytic Finance and Economics and Statistics, and a Bachelor of Science in Electrical Engineering and Applied Physics from Case Western Reserve University.
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What drives me in this role is the challenge of continuously identifying market inefficiencies and structuring strategies that deliver lasting value. O’Neil Securities’ collaborative environment and commitment to client success provide the ideal platform to extend our leadership in equity derivatives.
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Outside of work, I enjoy squash, cycling, hiking, and fitness. Staying active gives me balance and focus, and I approach each activity with the same discipline and competitive spirit that I bring to the markets.