2016 -
2020 Managing Director and Deputy Chief Investment Officer @ KLS, A Division of Boston Private
2013 -
2016 Co-Founder, Director of Investment Strategy @ Exchange SI, LLC
2011 -
2013 Managing Director, Global Equities and Commodities @
2005 -
2010 Managing Director, Global Markets @
1996 -
2005 Director, Global Equities @
1994 -
1996 Associate, Equity Capital Markets @
1993 -
1994 Fellow, Center for Technology Transfer @
1989 -
1992 Equity Research Associate, Medical Technology @
David Paley Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
1992
-
1994
University of Michigan College of Literature, Science, and the Arts 1985
-
1989
David Paley Skills
Equity Derivatives
Derivatives
Structured Products
Equities
Capital Markets
Equity Research
Alternative Investments
Options
Credit Derivatives
Fixed Income
Hedge Funds
Investment Banking
Financial Structuring
Bloomberg
Structured Finance
Sales
Portfolio Management
Investments
Trading
Asset Management
Financial Markets
Investment Strategies
Leadership
Strategy
Research
David Paley Summary
David Paley, based in New York, NY, US, is currently a Partner Advisor at AdvicePeriod. David Paley brings experience from previous roles at KLS, A Division of Boston Private, Exchange SI, LLC, BNP Paribas and Deutsche Bank. David Paley holds a 1992 - 1994 Master of Business Administration (M.B.A.) @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets and more. David Paley has 3 emails and 3 mobile phone numbers on RocketReach.
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