David Wehrle

Well-rounded and versatile financial services professional with vast skills in areas of sales, trading, and management. Dedicated and efficient, accustomed to fast-paced environments and working under deadline. Goal-oriented with excellent written and verbal skills. Seeking client-facing role in sales and/or service.

Head Trader - Prospector Partners, LLC - Guilford, CT

(2006 - 2025)

$2.0B Long/Short Asset Manager

• Serve as primary trader for three portfolio managers across hedge and mutual fund accounts
• Execute domestic and international long/short equity trades for four hedge funds and five long-only accounts, including a top-ranked Morningstar 5-star mutual fund.
• Integrate algorithmic trading strategies with OMS for direct market access to dark pools, improving execution efficiency
• Conduct pre-trade and post-trade Transaction Cost Analysis (TCA) to minimize slippage and monitor implementation shortfall
• Source liquidity through broker negotiations and algorithmic probing in dark pools
• Implement option strategies for hedging, market exposure, and alpha generation
• Maintain and optimize relationships with approximately 30 Wall Street broker-dealers, ensuring fair compensation aligned with research value
• Deliver daily research notes to PMs and analysts highlighting market developments and potential impacts on holdings

Director of Trading and Operations - Archetype Risk Advisors - New Haven, CT

(2004 - 2005)

$200M Multi-Strategy Asset Manager

• Served as Head Trader for three portfolio managers at a quantitative hedge fund. Executed trades for a diversified managed futures program and two long/short equity funds.
• Installed and utilized Virtu's Triton system to facilitate basket trading as well as to source liquidity via their arsenal of algorithmic tools
• Sought out, priced, and obtained prime brokerage services
• Hired and trained an MBA to assist with trading and settlement issues
• Obtained series 3 licensing

Consultant - Point72 Asset Management - Stamford, CT

(2003 - 2003)

$23B Multi-Strategy Asset Manager

• Served as trading desk consultant to elite Global Macro group
• Ensured that positions shown on portfolio managers proprietary system matched in-house system for risk and p&l purposes.
• Reconciled any discrepancies discovered in futures, eurodollar, or treasury positions
• Assisted in ultimate transition to SS&C Advent Geneva platform

Relationship Manager, Institutional Trading Sales - Virtu Financial - Jersey City, NJ

(1988 - 2003)

A publicly traded securities wholesaler

• Developed and grew block desk business at 30% per year
• Sought out and obtained new business from Wall Street brokerage houses
• Successfully cross-sold existing clients on additional products and services
• Maintained high level of client satisfaction in fast-paced environment
• Mentored and managed a group of 12 sales traders over a six-year period
• Obtained series 24 licensing

Mutual Fund Sales - Fidelity Investments - Boston, MA

(1986 - 1988)

A privately held mutual fund and discount brokerage company

• Top-tier call center representative
• Recommended appropriate funds to clients based upon goals, time horizon, and risk tolerance
• Regularly met or exceeded sales quotas while maintaining high customer satisfaction rating
• Obtained series 6,7,63 licensing

Bachelor of Arts - Economics - Syracuse University (1985)