2021 Conference Business Meetings
If you did not get a chance to view the Virtual conference a replay is available below:
Scroll down for Speaker Biographies
- Fireside chat with David Zervos, Chief Market Strategist, Jefferies Jenny Xiao, Co-Head North America Rates, Blackrock: https://vimeo.com/562083861/74926dc47b
- Interview with Lindsey M. Piegza, Ph.D., Chief Economist, Stifel: https://vimeo.com/562059664/4d295c68f7
- Continual Evolution of Markets: How the Buyside Adjusts: https://vimeo.com/562097385/5b344c0ddc
- A SPACtacular Craze: Unpacking the New Issue Landscape: https://vimeo.com/562268106/8544748923
- Dine & Digital with InvestCloud: Introducing the Financial Supermarket Pete Hess – President of Global Mid-Markets, InvestCloud: https://vimeo.com/562074613/a272ba10bf
- Market Structure Panel: Riding Retail’s Roller Coaster: https://vimeo.com/562263540/24d52b04b3
- Evolution of Trading Tools: The future is here! https://vimeo.com/562261466/e11967ade1
All times shown below are Pacific Time
SFSTA Virtual Conference
Thursday, June 10th | 8:00am – 3:00pm
We are excited to announce our full Virtual Conference lineup!
Reminder: you can register for the Virtual Conference if you cannot make it to Pebble Beach. The Virtual Conference has its own registration. If you are registered for the full Conference, the Virtual Conference is included.
8:00am – SFSTA Welcome
8:05am – Fireside chat with:
David Zervos, Chief Market Strategist, Jefferies
Jenny Xiao, Co-Head North America Rates, Blackrock
9:00am – Interview with Lindsey M. Piegza, Ph.D., Chief Economist, Stifel
Hosted by: Meghan Siripurapu, Head of Credit and Fixed Income Trading, Meraki Global
10:00am – Continual Evolution of Markets: How the Buyside Adjusts
Adam Inzirillo, Head of North American Equities, Cboe Global Markets
Jason Lenzo, Head of Trading, Russell Investment Implementation Services, LLC
Joseph Scafidi, Director of Global Trading, Brandes Investment Partners, LP
Mehmet Kinak, Global Head of Systematic Trading and Market Structure, T Rowe Price Associates
Peter Stutsman, Head of Equity Trading, Capital Group
11:00am – A SPACtacular Craze: Unpacking the New Issue Landscape
SPACs, IPOs, Direct Listings, Regulation & More
Steve Grasso, Director of Institutional Sales and CNBC Contributor, Stuart Frankel & Co
Amanda Hindlian, Global Head of Capital Markets, NYSE
Will Frohnhoefer, Managing Director Special Situations, Cowen
Benny Alder, Co-Head Americas Franchise Trading Team, Goldman Sachs
12:00pm – Dine & Digital with InvestCloud: Introducing the Financial Supermarket
Pete Hess – President of Global Mid-Markets, InvestCloud
1:30pm – Market Structure Panel: Riding Retail’s Roller Coaster
How Retail’s Upswing Has Changed Markets: Odd Lots, Margin Trading, Volume Trends, Social Media and more
Hubert DeJesus, Global Head of Market Structure and Electronic Trading, Blackrock
Chuck Mack, Head of US Equities, Nasdaq
Jeff Starr, Senior Vice President, Schwab
Stephen Cavoli, Head of Execution Services, Virtu
2:30pm – Evolution of Trading Tools: The future is here!
Systemization, algo wheels, Same day settlement
Jay Iyengar, Head Trader, Dorsal Capital
Bryan Harkins, President, BIDS Trading
Heidi Fischer, Co-Head of Execution Services, Instinet
Peter Haas, Head of Electronic Product, Wells Fargo
SFSTA Thank you and Conclusion
Saturday Morning Business Meeting & Q&A Panel
Saturday, June 12th | 8:00 – 9:15 AM
Pebble Beach Resorts®
8:00 – 8:30am – “Value of High Touch Trading in Volatile Markets”
Gary Cunningham, Managing Director, Global Head of Sales, JonesTrading Institutional Services
8:30 – 9:15am – Straight from the Source – Buyside Panel Q&A
Moderator: Josh Jackson, Trader, Park West Asset Management
Debbie Sabo, Head Trader, Jackson Square Partners
Helen Kang, Head Trader, TPG Public Equity Partners
Kyle Fenton, Equity Trader, Employees Retirement System of Texas
9:00am – Buyside Breakout
SFSTA Virtual Conference
In order of appearance
Chief Market Strategist
David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Leucadia Asset Management, LLC (“LAM”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.
Co-Head North America Rates
Jenny Xiao, Director, is Co-Head of the North American Rates Trading Team within Blackrock’s Trading Group. She predominantly focuses on US Treasuries, TIPS, and Futures trading, and has oversight over Agency MBS and Derivatives trading as well. Prior to joining BlackRock, Ms. Xiao was the Head of the US Rates Sales and the Macro Electronic Sales teams at RBC. In her role in Rates Sales, she managed a distribution team covering a diverse set of institutional clients for US Treasuries, TIPS, Interest Rate Swaps, and Swaptions. In 2018, Jenny received the additional mandate to coordinate and develop both principal and agency distribution strategies across Treasuries, Futures, and Foreign Exchange. She began her career in Rates Sales at Barclays and Deutsche Bank. Ms. Xiao graduated from the Wharton Undergraduate Business Program at the University of Pennsylvania with a B.S. in Economics.
Lindsey M. Piegza
Ph.D., Chief Economist
Dr. Lindsey Piegza is the Chief Economist for Stifel Financial. She specializes in the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies. Prior to her role with Stifel, she was the Senior Economist for an investment bank in New York City for eight years consulting clients in the U.S., Europe, Asia and the Middle East. A highly sought-after speaker across national and international forums, Piegza is often quoted in the business press. She is a regular guest on CNBC, Bloomberg, CNN and Fox Business, as well as national radio and other business news outlets. Piegza is also a monthly op-ed contributor for The Hill. In addition to her role with Stifel, Piegza is an instructor at the Pacific Coast Banking School, a member of the Chicago Federal Reserve Advisory Committee and a well-respected author. Piegza has published numerous academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management. Piegza is a member of the National Association for Business Economics (NABE) and American Economic Association (AEA), and named a 2019 Women of Influence by the Chicago Business Journal. She holds two degrees from Northwestern University in political science and economics, and earned her Ph.D. in economics from the City University of New York. She is a native of Chicago and is based in Stifel’s downtown Chicago office.
Managing Director, Head of Credit and Fixed Income Trading
Prior to Meraki, Meghan was Vice-President, Senior Corporate Bond Trader at Loomis, Sayles & Company where she was responsible for trading global investment grade and high yield credit and derivatives. Prior to that, Siripurapu was a Vice-President at Citigroup in New York where she was Head Trader for investment grade TMT and energy cash and credit default swaps portfolios. She began her career at Citigroup in the Investment Banking division with a focus on advisory, debt origination, structuring, and syndicate for financial institutions. Mrs. Siripurapu is a CFA Charterholder and earned her dual degree from the Wharton School and the College of Arts and Sciences at the University of Pennsylvania.
Head of North American Equities
Cboe Global Markets
Adam Inzirillo is Senior Vice President, Head of U.S. Equities at Cboe Global Markets, Inc. (Cboe). Based in New York, Inzirillo is responsible for overseeing the product development and strategic growth of Cboe’s U.S. equities business globally. Inzirillo is defining markets by helping Cboe enhance its competitive positioning and its strategic growth efforts.
Head of Trading
Russell Investment Implementation Services, LLC
Jason Lenzo is Managing Director, Head of Trading for Russell Investments Implementation Services, LLC, a part of Russell Investments. Jason manages global equity, fixed income, FX and derivative trading activity for Russell Investments funds and third party clients, as well as Execution Services, Agency FX and Commission Management. Prior to taking on this role, Jason was Director, Equity, Fixed Income and FX Trading for Russell Investments’ implementation services, as well as Execution Services and Commission Management. Jason’s duties encompassed the implementation and execution of trading strategies that best fit clients investment objectives. Jason joined Russell Investments in 1997 as an assistant trader where he aided the traders in executing client trades and handling the day-to-day operations of the firm. He was also challenged with automation and refining the daily trading process and was involved in implementing several single stock and portfolio platforms, as well as the supporting infrastructure. Jason is the Managing Director, Head of Trading for Russell Investments Implementation Services, LLC. Russell Investments Implementation Services, LLC is an SEC registered investment adviser and member FINRA/SIPC.
Director of Global Trading
Brandes Investment Partners, LP
Joseph Scafidi serves as the Director of Trading at Brandes Investment Partners, L.P., an independently owned investment adviser managing a variety of active investment strategies applying a value-investing philosophy. Joe Scafidi manages the day-to-day operations and trading strategy for Brandes’ global trading desk. He also oversees the execution of trades for all institutional, private-client and sub-advisory wrap portfolios, as well as program trading. Mr. Scafidi is a limited partner of the firm’s parent company. Before joining Brandes, he was head of the International Institutional Trading Desk for Morgan Stanley, after holding senior roles at several firms including Deutsche Bank, Lehman Brothers and Bank of America. Mr. Scafidi has extensive product knowledge in U.S. and non-U.S. equity markets. Additionally, he had significant experience managing trading professionals and building positive relationships with institutional clients. Mr. Scafidi is a member of the NYSE Institutional Traders Advisory Committee, the IEX Buy-Side Trading Advisory Committee, the Investment Company Institute (ICI) and the National Organization of Investment professionals (NOIP). He earned a BA in economics from Montclair State University. His relevant experience began in 1986 and he joined Brandes Investment Partners in 2007.
Global Head of Systematic Trading and Market Structure
T Rowe Price Associates
Mehmet Kinak is a vice president of T. Rowe Price Group, Inc. He is the Global Head of Systematic Trading and Market Structure. Mehmet’s primary focus is electronic and program trading, market structure analysis, and transaction cost analysis. He is co-chair of the New York Stock Exchange’s Institutional Traders Advisory Committee, serves on the Institutional Traders Advisory Committees of Cboe Global Markets, IEX Group, and Nasdaq and chairs the Investment Company Institute’s Equity Markets Advisory Committee. Mehmet previously served as a member of the Securities and Exchange Commission’s Equity Market Structure Advisory Committee. He is a board member of the National Organization of Investment Professionals (NOIP) and Luminex Trading & Analytics LLC and an advisory board member of ClearList Holdings and Virginia Tech’s Department of Finance. Mehmet joined the firm in 2000 and worked as a portfolio accounting associate, investment liaison, and portfolio implementation manager before assuming his current role in 2010. Mehmet earned a B.S. in finance from Virginia Polytechnic Institute and State University.
Head of Equity Trading
Peter D. Stutsman is head of equity trading at Capital Group. He has 22 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, he was a senior equity trader. Prior to joining Capital, Peter was a sales trader with S.G. Securities in Asia. He holds a bachelor’s degree in liberal arts from the University of Texas, Austin. Peter is based in Los Angeles.
Director of Institutional Sales and CNBC Contributor
Stuart Frankel & Co
Steven Grasso began his career working on the floor of the New York Stock Exchange in 1993. In 1999 he joined Stuart Frankel & Co. as an institutional sales trader, working effectively with some of the largest global mutual funds, pension funds, insurance companies and hedge funds. He provides clients with real-time color and trading advice directly from the floor of the New York Stock Exchange. He has actively participated in various NYSE committees whose work included allocating new listings to market-making firms and developing standardized tests for continuing education for the floor community. Steven closely follows the Washington D.C./Markets connection, using his vast Capitol Hill and SEC relationships to better educate him and his clients on policy changes and regulation. He regularly speaks at traders’ conferences around the country as well as business round tables with many influential leaders of industry.
Global Head of Capital Markets
Amanda Hindlian is the Head of Capital Markets for NYSE Group, a wholly-owned subsidiary of Intercontinental Exchange, Inc. (NYSE: ICE). In this role, Hindlian oversees the team responsible for attracting new listings to the Exchange. She works with entrepreneurs, venture capitalists, private equity firms and investment banks to advise private companies as they move toward an NYSE public listing, whether through traditional IPOs, SPAC combinations or Direct Listings. Prior to joining the NYSE, Hindlian was a former Partner and Chief Operating Officer of Global Investment Research at Goldman Sachs, where she oversaw a range of business functions, including technology, digital strategy, and legal and compliance matters. She also served as president of the firm’s think tank, the Global Markets Institute. Hindlian held a number of other positions during her career at Goldman Sachs. She served in the Executive Office, working alongside the firm’s senior management, including the Chairman and CEO. She was also Secretary to the Management Committee and led the Client Strategy Group within the Office of the Chairman. Hindlian holds a B.A. in Economics and Spanish from Wellesley College.
Managing Director Special Situations
Will Frohnhoefer has 20 years of experience in special situations equities and equity-linked securities. Will joined Cowen in 2016 in synchrony with the acquisition of CRT Capital. Before joining Cowen Will served as head of Special Situations Equity Research at BTIG, as head of Convertible and Equity-Linked Strategy at CIBC World Markets, and as Convertible Strategist at Dresdner Kleinwort Wasserstein. He holds a bachelor of History from the University of Chicago.
Co-Head Americas Franchise Trading Team
Benny Adler is co-head of the Americas Franchise Trading team, which is responsible for client-facing shares trading in the Americas. He leads the firms trading efforts in capital markets transactions including IPOs and secondary offerings. Benny also oversees the principal risk associated with the shares business. He is a member of the Securities Division Risk Committee. Prior to his current role, Benny was cohead of US Shares Technology Media and Telecom Trading. He joined Goldman Sachs in 2000 as a financial analyst on the NASDAQ desk in US Shares Trading and was named managing director in 2009. Benny earned a BS in Finance from Georgetown University in 2000.
President of Global Mid-Markets
Pete Hess serves as InvestCloud’s President of Global Mid-Markets. In this role, Pete is responsible for solution strategy, sales and delivery of Investcloud’s solutions to independent wealth and asset managers across the globe. Formerly President and CEO of Advent Software prior to its acquisition by SS&C in 2015, Pete spent twenty three years with Advent helping to create innovative technology solutions to drive and support growth across wealth, asset, and alternatives management businesses. He has recently joined Investcloud for more of the same but at a faster pace enabled through Investcloud’s unique digital platform. Just prior to joining Investcloud, Pete spent five years working in the Private Equity world as CEO and operating partner with Vista Equity Partners and Welsh Carson Anderson and Stowe. Pete holds a BA from Princeton University.
Global Head of Market Structure and Electronic Trading
Hubert De Jesus, Managing Director, is Global Head of Market Structure and Electronic Trading within BlackRock’s Global Trading organization. He is responsible for overseeing the firm’s electronic trading initiatives, adapting trading solutions for market structure changes, and conducting execution research across all asset classes. Mr. De Jesus is a member of the Advisory Committee for the CTA/CQ, UTP, and Limit-Up/Limit-Down National Market System Plans. Mr. De Jesus’s service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role, Mr. De Jesus managed a team of traders responsible for equity and FX execution for the Index and Scientific Active Equity businesses. Prior to joining BlackRock, Mr. De Jesus worked at Long Term Capital Management (later JWM Partners) as a strategist focused on fixed income relative value trading and developing risk management and trading tools and at Goldman Sachs as a programmer analyst. Mr. De Jesus earned a BS degree in economics and a BS degree in engineering, both from the University of Pennsylvania, in 1993.
Head of US Equities
Chuck Mack is Head of U.S. Equities for Nasdaq. In his role, he is responsible for the management, operation and strategic direction for Nasdaq’s three U.S. Equities exchanges – Nasdaq, BX and PSX. He also oversees the Nasdaq Exchange Traded Products (ETP) business, and the over-the-counter Trade Reporting Facility. Mr. Mack has over 20 years of experience in the financial markets, and has experience in product management and operations in equities, options, and futures. Chuck started his tenure at Nasdaq in 2004 via Nasdaq’s acquisition of the BRUT ECN in a market operations role. Throughout his time at Nasdaq, he has held roles involving market structure and strategy which led to various leadership and management positions in both US equities and options. Chuck began his career in the securities industry in trading and technology at TD Waterhouse Inc. Chuck holds a Bachelor of Arts and a Masters of Business Administration, both from Rutgers University.
Senior Vice President
Jeff Starr is responsible for overseeing the organization which handles all operational transactions for clients currently doing business with Charles Schwab & Co., Inc. Before taking his current role, Jeff’s area of focus included Equity, Options and Fixed Income capital markets trading, trading operations, margin services, security and market data platforms, and risk management. As well as managing the Ops Control teams. Prior to joining Schwab in 2010, Jeff served as Vice President of Investment Banking in the Financial Institutions Group at Credit Suisse conducting mergers and acquisitions and capital raising for banks and insurance companies. Prior to joining Credit Suisse, Jeff served in the Financial Institutions Groups at both HSBC Securities and Lehman Brothers. Jeff earned a Bachelor of Commerce degree from McGill University in Montreal, Canada, and his Masters of Business Administration from Cornell University in Ithaca, NY. He is also a CFA charter holder.
Head of Execution Services
Steve Cavoli is the Global Head of Execution Services at Virtu Financial. He joined Virtu in 2015 from Morgan Stanley where he had worked since 2004; he previously worked at Instinet. Mr. Cavoli graduated from the US Military Academy at West Point in 1992 and served nearly eight years as an infantry officer.
Jay Iyengar is currently a Partner and the Head Trader at Dorsal Capital Management. He joined Dorsal in 2015 after several years at Seasons Capital, a multi-billion dollar long short fund. Before that he worked at Inflection Asset Management, a family office. Jay started his career at Eze Castle Software and holds a Bachelor’s degree in Economics from Stanford University.
Bryan Harkins is President of BIDS Trading, LP a wholly-owned subsidiary of Cboe Global Markets, Inc. (Cboe). In this role, Harkins oversees the operation and strategic direction of BIDS Trading and is leading the business in its expansion into new asset classes and geographies. Previously, Harkins was Executive Vice President, Head of Markets at Cboe, where he led the sales, product development and competitive strategy for the company’s U.S. equities, futures, options and global foreign exchange businesses, its suite of market data and access services products, as well as the firm’s growing ETP listings business. Based in New York, Harkins joined Cboe in 2017 as part of the Bats acquisition. At Bats, Harkins led the competitive strategy and thought leadership of the equities business and built and grew the ETF listings business into a major industry player, bringing competition and innovations that benefited ETF issuers and investors. Also, U.S. Options market share more than tripled under his leadership, increasing to over 11 percent at the time of its acquisition by Cboe. He also guided the Bats FX business’ rapid growth to become one of the largest institutional spot FX platforms in the world. Harkins joined Bats in January 2014 when it acquired Direct Edge Holdings, creating the largest U.S. equities stock exchange operator (excluding auctions). As a founding employee and Chief Operating Officer at Direct Edge, Harkins led the firm’s growth into one of the largest players in the U.S. equities market. He also was responsible for operations, product development, sales and the day-to-day activities of the EDGX and EDGA stock exchanges, which continue to operate under Cboe’s current equities franchise. During his nearly 20 years in the electronic trading space, Harkins has held numerous technical, operational, product and senior sales positions at Instinet, Brut and Nasdaq. Harkins is active in the community. He co-founded and hosts the annual Wall Street Rides FAR cycling event that supports autism research, and sits on the Board of Directors of Project Hospitality, which provides food, shelter and services for the needy in Staten Island, New York. Harkins’ industry colleagues recently recognized his philanthropic efforts with the 2019 Markets Media award for philanthropy. He holds a Bachelor of Arts from the University of Notre Dame and an MBA from New York University’s Stern School of Business. Harkins holds Series 7, 24, 55 and 63 licenses.
Co-Head of Execution Services
Heidi Fischer is Co-Head of Execution Services for Instinet in the Americas. In this role, she shares responsibility for leading the sales trading efforts of all of the Instinet Execution products, offering the firm’s advanced technology-driven strategies to its institutional, hedge fund, quant, and broker dealer client base. Heidi joins Instinet after spending over 15 years at Deutsche Bank, where she most recently led Electronic and Program Trading distribution. Prior to that role, Heidi spent four years as the Head of Equity Electronic Trading where she managed a team responsible for Coverage, Sales, and Execution Consulting for Electronic Cash and Listed Options across both the institutional and systematic client base. She began her career at Deutsche as a sales trader in International Portfolio Trading before growing to lead that team. Heidi is a member of the National Organization of Investment Professionals and holds an M.B.A. in Finance and Management from the Stern School at New York University.
Head of Electronic Product
Peter Haas is the Head of Equity Electronic Product and Analytics for Wells Fargo Securities. In this role, he is responsible for the innovation, operation, and quantitative foundation of the firm’s electronic trading product. Prior to his current role, he led the team responsible for Coverage, Trading, and Execution Consulting within Portfolio and Electronic Trading for six years. Peter began his career at Wells Fargo Securities 20 years ago in Equity Cash Trading before building out the Portfolio and Electronic trading desks. He holds a Bachelor of Arts from Loyola University, Maryland.
Value of High Touch Trading in Volatile Markets
Managing Director, Global Head of Sales
JonesTrading Institutional Services
Gary has over 35 years of experience in the U.K., Pan Asian and U.S. equities markets, including time at Wedd Durlacher Mordaunt, BZW, Robert Fleming and ABN Amro. Most recently he was CEO of Execution LLC’s U.S. based operation before joining JonesTrading in 2015 to open their office in London. In 2018 he returned to the US to oversee global sales for Jones and is now based out of their Stamford office. With 20 offices in the States, as well as growing businesses in Europe and Asia, Gary travels extensively and has a somewhat unique perspective on the current state of our industry.
Straight from the Source VIII
In order of appearance
Joshua Jackson, CFA
Park West Asset Management
Joshua Jackson, CFA, has traded equities, fixed income, and derivatives at Park West Asset Management, a $2.8 billion hedge fund in Larkspur, CA, since 2011. He has enjoyed volunteering for SFSTA since 2011 and was a Director on the board from 2012-2018. Prior to joining Park West, Josh worked in Equity Derivatives at Goldman Sachs in New York after joining the full-time Analyst program in 2006. Mr. Jackson earned a BA in Sociology, concentrating on Markets and Management, from Duke University in 2006. He has since been actively involved with the University, serving on the Duke Annual Fund Advisory Board and other alumni boards. He also serves as the Economic Empowerment Chair for 100 Black Men of the Bay Area, Inc. In his personal time, Josh enjoys motorsports, snowboarding, and mountain biking. He lives in Oakland, CA with his wife Dr. Rachel Gillum Jackson and their daughters Ava and Robin.
Debbie Sabo, CMT
Head of Trading
Jackson Square Partners
Debbie is a founding partner and the Head of Trading at Jackson Square Partners. Prior to joining Jackson Square, she was a senior trader on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. She was the Head Trader at McMorgan & Company between 2003 and 2005. Before joining McMorgan, she ran trading at Husic Capital Management from 2002 to 2003. Her trading career also included positions at Robertson Stephens, Deutsche Bank and Merrill Lynch. She received a bachelor’s degree in Business and Japanese from the University of Pittsburgh.
TPG Public Equity Partners
Helen Kang is Head Trader at TPG Public Equity Partners, a $5B long short fund based in San Francisco. She joined TPG in 2014 and has over 20 years of investment industry experience. Prior to joining TPG, she was at Ascend Capital and prior to Ascend was at Symphony Asset Management. She holds a Bachelor of Arts degree in Economics from the University of California Santa Barbara. She has served on the board of SFSTA for 7 years and was SFSTA President in 2019/2020.
Employees Retirement System of Texas
Kyle Fenton is a trader with the Employees Retirement System of Texas. Kyle joined ERS in 2020 after spending six years at Seattle-based small cap manager Rainier Investment Management, which was acquired by Manning and Napier Advisors in 2016. Kyle began his career at Janus Capital Group (now Janus Henderson Investors) in 2008 as a fund accountant, and from 2010 to 2014 worked as a trading assistant focused on derivatives. He is a member of the Luminex Advisory Council, holds an MBA in finance from the University of Denver, and a BS in health and exercise science from Colorado State University.