The Team
Professional Staff
Lewis Broad, President and Director of Administration and Compliance
- Oversees all aspects of the company
- Assists and supports trade idea development
Bill Lipschutz, Director of Portfolio Management
- Oversees all aspects of portfolio management
- Responsible for developing trade ideas and executing trading strategies
- Responsible for monitoring markets and managing positions 24 hours 7 days a week
Bill Strack, Director, Portfolio Management
- Responsible for accessing and evaluating qualitative and quantitative market information
- Assists in trade idea and trading strategy development
- Assists in certain advanced technologies implementation and technical based research
Lynnelle Jones, Director of Client Services and New Product Development
- Oversees client services
- Responsible for new product development
Jun Yao, Director of Research
- Oversees all technical based research
- Assists and supports new product development
Rob Schmidt, Director of Information Technology
- Oversees information systems infrastructure and services
- Responsible for implementing advanced technologies
Ronald Furlong, President and Chief Operating Officer of Cambex
- Oversees all aspects of operations
- Provides 24-hour real time risk analysis and back office support
