Experience

Phinance Technologies

• Investment Management
• 1 - 100 Employee

• Founding Partner

  • Jun 2022 - 1 year 7 months

  Wailea, Maui Phinance Technologies is a global macro alternative investment firm. The flagship product is a Futures fund using proprietary fundamental economic algorithms to generate investment ideas with rigorous risk overlays. The fund is designed to be a conservatively leveraged fund that provides a highly liquid alternative to traditional asset classes. It has a low correlation with the equity markets and could be suitable as an alternative investment, particularly in a period of global uncertainty… Show more Phinance Technologies is a global macro alternative investment firm. The flagship product is a Futures fund using proprietary fundamental economic algorithms to generate investment ideas with rigorous risk overlays. The fund is designed to be a conservatively leveraged fund that provides a highly liquid alternative to traditional asset classes. It has a low correlation with the equity markets and could be suitable as an alternative investment, particularly in a period of global uncertainty and volatility. The firm is currently in the process of seeking a seed partner to participate in the growth of the firm. Show less



Symphonic Capital, LLC

• Consultant to Founder & Partner of Symphonic Capital, LLC.

  • Sep 2018 - Jun 2022

  Miami, Florida, United States Currenlty assist Founder with Market Strategies, Risk management and Macro Analysis. Peter Campbell founded the firm and implemented proprietary suite of dynamic trading models designed specifically to employ a multi-dimensional probability engine for harvesting S&P 500 market opportunities aimed at true and consistent high probability at reduced volatility absolute return. Specific firm values and focus center around implementation and creation of professional QEP products designed from… Show more Currenlty assist Founder with Market Strategies, Risk management and Macro Analysis. Peter Campbell founded the firm and implemented proprietary suite of dynamic trading models designed specifically to employ a multi-dimensional probability engine for harvesting S&P 500 market opportunities aimed at true and consistent high probability at reduced volatility absolute return. Specific firm values and focus center around implementation and creation of professional QEP products designed from the foundation up to deliver sophisticated risk managed performance driven results in extreme, trending, non-trending or exogenously affected market conditions. Key Objectives: Limited individual potential points of failure for live executions by exploiting maximum market integration at minimum impact via advanced liquidity and market structure toolsets (trade reticulation) to ensure highest possible achievement of model expectations and potential via execution framework centered on achieving maximum execution potential and maximum market resolution and minimum market impact. Passionate focus on multi-layered systematic/probability decision making and single price dependent decision making/risk-taking and risk-management infrastructure. Extensive focus on the implementation of Positive Risk Management, Swarming Order Management & Trade Multiplication, Virtual Spread and Trade Reticulation technologies designed and implemented to limit volatility and ensure responsive, dynamic and risk managed results. Real-time dynamic eMotion, market structure and probability framework for risk and opportunity selection. Core values are as risk taking on as infrequent as possible with as little time and dollar exposure to markets as possible. Risk taking limited based on dynamic and measurable probability convergences using innovative toolsets for deep and comprehensive evaluation of true market emotion, structure, potential and behavioral evaluation. Show less



OceanSquare Asset Management, LLC

• Managing Partner, CIO Equities

  • Mar 2017 - Mar 2019

  Wayne, PA OceanSquare Asset Management LLC was founded in 2017 by 3 entrepreneurs with identical core principles and pedigree. Our shared vision of navigating the global markets coupled with our unique investment philosophy delivers a strong investment foundation. Launched to provide our clients with a collaborative, concentrated, and disciplined approach, OceanSquare is a Pennsylvania based privately-owned boutique firm offering a high conviction fund with low index correlation. OceanSquare… Show more OceanSquare Asset Management LLC was founded in 2017 by 3 entrepreneurs with identical core principles and pedigree. Our shared vision of navigating the global markets coupled with our unique investment philosophy delivers a strong investment foundation. Launched to provide our clients with a collaborative, concentrated, and disciplined approach, OceanSquare is a Pennsylvania based privately-owned boutique firm offering a high conviction fund with low index correlation. OceanSquare prides itself on being an employee-owned firm. We have built a culture-oriented team of dedicated, experienced, fixed income and equity professionals with similar large institutional backgrounds who are united in the belief that collaborative investing drives successful decision making and leads to long term performance. Show less



FIM Group

• Spain

• Portfolio Manager

  • Aug 2014 - Apr 2016

  Kahului, HI 96732 Developed an entrepreneurial Global Concentrated Growth Product targeted to institutional investors and high net worth individuals. The product was targeted to hold 15-30 stocks comprised of both secular and opportunistic growth stocks. Was focused on absolute returns. Expected 3-5 year holding periods for secular growth stocks. Was expected to launch Summer/Fall 2015 and was Lead Manager. Utilized former relationships in consulting and personal contacts to help raise assets. ·… Show more Developed an entrepreneurial Global Concentrated Growth Product targeted to institutional investors and high net worth individuals. The product was targeted to hold 15-30 stocks comprised of both secular and opportunistic growth stocks. Was focused on absolute returns. Expected 3-5 year holding periods for secular growth stocks. Was expected to launch Summer/Fall 2015 and was Lead Manager. Utilized former relationships in consulting and personal contacts to help raise assets. · Worked closely with CIO as a PM to help manage the current product suite and help to generate portfolio sector and security allocations. Additionally acted as an analyst to help pick stocks in the energy and technology sectors. · Worked closely with current clients and involved in marketing pitches to new clients Resigned due to an inability to work out a revenue share agreement. Show less



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Equity Portfolio Manager

  • Nov 2002 - Oct 2012

  Boston Co-managed The BlackRock Capital Appreciation Fund and institutional separate accounts. Total Large Cap Growth Equity assets were $14 billion. 2002-2012. Ranked top quartile in Lipper large cap growth catagory for 5 years between 2006-2010. led or participated in marketing the large cap growth product to current and prospective clients (Assets grew from $2billion to $14 billion during the last 10 years). Collaborated with co-manager and three dedicated fund analysts to generate new ideas.… Show more Co-managed The BlackRock Capital Appreciation Fund and institutional separate accounts. Total Large Cap Growth Equity assets were $14 billion. 2002-2012. Ranked top quartile in Lipper large cap growth catagory for 5 years between 2006-2010. led or participated in marketing the large cap growth product to current and prospective clients (Assets grew from $2billion to $14 billion during the last 10 years). Collaborated with co-manager and three dedicated fund analysts to generate new ideas. Had analyst responsibilities for Technology and Energy sectors. Show less



Independence Investments LLC

• United States

• Senior Vice President

  • 1999 - 2002

  Boston Led technology group and facilitated meetings that generated investment themes and actions within the sector. derived invesment ratings, earnings estimates and growth rates for 50 enterprise software and telecom eqiupment stocks. Recommended new stocks to Independence Investment's working list.



Donaldson, Lufkin & Jenrette

• United States
• Investment Banking

• Equity Research Associate Electric Utilitties

  • 1997 - 1999

  New York Developed investment theses using a variety of valuation methods, coupled with company and industry fundamentals. Coauthored company and industry research notes and reports on over 30 companies in the electric utilitiies industry. Marketed investment recomendations and industry expertise to institutional investors and the DLJ sales force.



Reams Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Summer Equity Analyst

  • May 1996 - Aug 1996

  Columbus, IN Researched and analyzed value-oriented investment opportunitties for an invesment firm with over $4 billion in assets. Authored research reports and conducted valuation of stocks using scenario analysis, cash flow analysis, various multiple models, and fundamental analysis.



HSBC SECURITIES, INC

• Vice President

  • Jan 1990 - Jan 1995

  Distributed fixed income products and research to institutional investors. Promoted to Assistant Vice President in 1993 and to Vice President in 1994. Generated gross sales commission of over $1 million and ranked among the top third of sales force in 1994.