Quantitative Trading Group Specializes in quantitative trading solutions for CTA’s, hedge funds, mutual funds (including 1940 act), RIA’s, family offices and banks. This team provides high-touch service from our trade desk including multi-asset electronic and voice execution, block trading, allocations and special settlement accounts. Our team has over 40 years’ experience servicing emerging managers, mid‐size and large institutions with complex risk. Coverage areas include US, Latin America, Europe, Asia and offshore
Brokerage Services • Agency only and DMA execution/custody by TradeStation and J.P. Morgan Clearing Corp. • Automated trading, automated reporting, customized trading systems, execution algos • Block trading, allocations and special settlement accounts (DVP/RVP, give-up, CMTA and tri-party) • Trade away processing and settlement for Equities and Futures • API and FIX integration for data, execution and black box trading • EMS and OMS integration for execution and drop copy reporting • Capital introduction program for qualified institutions • Managed Futures and Equities • Soft dollar and strategy programming services • Customizable and automated trade reporting for all account types Institutions Covered • Hedge funds, CPO’s, pension funds, RIA’s and CTA’s • Mutual funds, Investment Act of 1940 mutual funds and tri-party accounts • Family offices • Prop and treasury side of banks • Prop trading firms • Broker dealers Special Account Types • DVP/RVP equity accounts and give-up futures accounts • Equities and futures block trading and allocation • Master block accounts for funded, give-up and DVP/RVP • Tri-party accounts for 1940 Act fund accounts • Omgeo OASYS for equities allocation and settlement • Portfolio margin for qualified accounts • EMSX for SOR, International and Algo execution • EMSX for futures execution
Products and Services • Equities master account and allocations • Futures master account real-time cross margin and P/L reporting • Dedicated trade technician with WebEx support • Dedicated trader specializing in automated trading and voice execution • TradeStation trading platform • FIX and API integration for data, execution, real-time drop copies and reporting • Execution via third-party platforms • Order execution via Bloomberg • Algorithms • Colocation, cross-connectivity and hosting solutions
Richard D. Sincore | Senior Managing Director, TradeStation Institutional Richard leads and manages an Institutional Sales, Quantitative Trading and Automated Execution team on the Equities, Futures, Forex and Options trade desks at TradeStation. In this capacity, Richard is responsible for business development, account management and risk management for the team. Richard has over 14 years of experience in electronic trading, automated trading, technical analysis software and as a lending analyst. His team covers buy and sell side institutions focusing on large and middle market execution and small to middle market custody and execution in the US, Latin America, Europe and Asia. Richard and his team have extensive experience with Quantitative Trading Solutions for automated trading and operational solutions for Block Trading and Allocations along with special reporting needs for end of month and real-time FIX drop copies. This includes multi-asset, multi- currency securities and derivatives via TradeStation, various trading platforms, black box via FIX and Web API integration.
Jake Hinkle | Managing Director Jake oversees the sales, operations and client relation efforts for the team. He manages daily client interaction along with the team’s allocation and settlement efforts. Jake has extensive knowledge with automated trading in special account types for bock trading and allocation for almost all asset classes for any Institution. He has over 12 years’ experience in the equity and derivatives markets and has been with TradeStation since 2001.
Jason Kitner | Institutional Trader – Quantitative Trading Group | TradeStation Securities, Inc. | 8050 SW 10th Street, Plantation, FL 33324 | P:954 652 7721 | F: 954.652.5721 | firstname.lastname@example.org | institutional.tradestation.com Jason presides over order execution and trading for the team. He is responsible for working orders, trade operations, trade allocations/settlement and special reporting efforts for our clients. Jason has extensive knowledge with automated trading and trade settlement with special account types for Institutions. He has over 12 years’ experience in the equity and derivatives markets and has been with TradeStation since 2004.
Luis Olivera | Lead Institutional Technician – Luis presides over all technology and real‐time trade tech support for the team. This includes API integration, FIX connectivity, strategy automation, colocation, cross connectivity and WebEx interactive TradeStation platform and systems trading support. He has over 10 years’ experience in technical and operational support.
Megan Sordo | Institutional Sales Relationship Manager |TradeStation |8050 SW 10th Street, Plantation, FL 33324 P:954 652 7945 | Toll Free 888 263 8348 | F: 954 652 7498 | E‐mail: email@example.com | www.tradestation.com
TradeStation Institutional 8050 SW 10th Street Suite 2000, Trade Desk Plantation, FL 33324 United States 1‐800‐439‐0177 [ phone ] International 1‐954‐652‐7249 [ phone ] Fax 1‐954‐652‐5249 [ fax ] Email Info@Institutional.TradeStation.com
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Jubin Pejman - Managing Director - US Sales
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Jubin has over 20 years of E-Commerce and application hosting and development experience. In his roles at LTCM, JP Morgan’s Lab Morgan, GFI Group and Check Free Investment Services he built trading applications for some of the world’s largest financial companies. Jubin has helped thousands of organizations with their complex hosting requirements over the past decade.
Peter Heales - Managing Director - EMEA
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Peter has over 30 years experience in the business. As former head of derivatives operations EMEA at Bear Stearns, European Chairman of the Futures Industry Association and other leadership roles at JP Morgan and ICAP Peter helped numerous clients achieve their goals and run successful operations.