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David Paley Location
New York, NY, US
David Paley Work
Partner Advisor @ (January 2021 - Present)
Managing Director and Deputy Chief Investment Officer @ KLS, A Division of Boston Private (January 2016 - January 2020)
Co-Founder, Director of Investment Strategy @ Exchange SI, LLC (January 2013 - January 2016)
Managing Director, Global Equities and Commodities @ (January 2011 - January 2013)
Managing Director, Global Markets @ (January 2005 - January 2010)
Director, Global Equities @ (January 1996 - January 2005)
Associate, Equity Capital Markets @ (January 1994 - January 1996)
Fellow, Center for Technology Transfer @ (January 1993 - January 1994)
Equity Research Associate, Medical Technology @ (January 1989 - January 1992)
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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