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Roman is the newest addition to the trading team, bringing a passion for financial markets and data management experience. He leveraged his expertise to design an equity risk management algorithm to monitor the firm’s existing positions and flag opportunities to mitigate risk further. He works with Nick Hatzidakis executing equity trades for clients and providing client services where necessary.
Although born and raised in the Bay Area, Roman graduated from the University of Virginia in beautiful Charlottesville, Virginia. There, he earned a B.S. in Commerce with an emphasis in Asset Management from the McIntire School of Commerce. Roman got his start in the finance industry as a trader for a top-5 largest broker-dealer, where he further developed his professional skill set while passing his licensing exams. He currently holds his Series 66 license.
Outside of the office, he is in the process of training for a half marathon. In addition to maintaining his physical health, he enjoys nature documentaries, reading educational books about new topics, and spending time with his two golden doodles. Roman is based out of our headquarters in Sausalito, CA.