Robert McHeffey Email & Phone Number
Institutional Sales @ CAPIS
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Robert McHeffey Location
- Fair Haven, NJ, US
Robert McHeffey Work
- 2018 - now Institutional Sales @
- 2017 - 2018 Strategic Products and Relationship Mgmt @ T Zero (Overstock.com)
- 2016 - 2017 Pre-IPO, Blockchain, Digital Sec Lending, Int'l trading @ Independant contractor, Product Development, Digital Disruption
- 2013 - 2016 Sales Executive-Product Development @
- 2011 - 2013 Director, Non-Traditional Product Development and Sales @
- 2009 - 2011 SVP @
- 2006 - 2009 Founder and Managing Partner @ Schooner Investment Management, LLC
- 2003 - 2006 SVP Algorithmic Sales and Trading @ Miletus Trading (acquired by Liquidnet 2007)
- 1993 - 2003 SVP International Trading @ ITG, Inc
- 1986 - 1993 SVP Sales and Trading @ Instinet
- 1984 - 1985 Post grad @ Surf, WindSurf and Travel
Robert McHeffey Education
- Monmouth University
BS (Biochemistry)
1981 - 1984 - Fairleigh Dickinson University
(Civil Engineering)
1979 - 1981 - Holy Cross
- Universidad Católica de Costa Rica
Robert McHeffey Skills
- Equities
- Trading
- Biochemistry
- SMA
- UMA
- Wrap
- Best Execution
- Full disclosure
- Due Diligence
- Private Wealth Management
- Separately Managed Accounts
- Electronic Trading
- algorithmic trading
- equity options
- options
- Quantitative Analysis
- Instividual
- Quantum Investing
- Non-linear
- Corporate Trust
- Trust Management
- Trust Allocation
- Post Execution Allocation
- buywrite
- covered call
- Portfolio Protection
- wrap utility
- Trust
- AML
- Trade Compliance
- Combating Terrorist Financing
- Global Financial Intelligence
- Operational Risk Management
- MENA/GCC Risk Management
- Alternative Investments
- Asset Management
- Financial Services
- Hedge Funds
- Mutual Funds
- Investments
- Quantitative Analytics
- Securities
- Trading Systems
- Wealth Management
- Leadership
- Non Linear
- Business Strategy
- Microsoft Excel
- Sales
- Strategy
Robert McHeffey Summary
- Robert McHeffey, based in Fair Haven, NJ, US, is currently a Institutional Sales at Capital Institutional Services, Inc. (CAPIS). Robert McHeffey brings experience from previous roles at T Zero (Overstock.com), Independant contractor, Product Development, Digital Disruption, Capital Institutional Services, Inc. (CAPIS) and Cowen and Company. Robert McHeffey holds a 1981 - 1984 BS in Biochemistry @ Monmouth University. With a robust skill set that includes Equities, Trading, Biochemistry, SMA, UMA and more. Robert McHeffey has 2 emails and 1 mobile phone numbers on RocketReach.
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Robert McHeffey
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