Hathersage

The Hathersage Team

Professional Staff

Lewis Broad, President and Director of Administration and Compliance

Bill Lipschutz, Director of Portfolio Management

  • Oversees all aspects of portfolio management
  • Develops and executes trading strategies
  • Monitors markets and 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

John 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

External Advisory Board

Lisa Polsky
New York, New York

  • Merrill Lynch, Managing Director and Head of Collateralized Financial Services
  • Morgan Stanley, Managing Director and Head of Global Risk Management
  • Bankers Trust, Partner, Global Investment Management
  • Citicorp, Managing Director, FX and Fixed Income Options
  • ISDA, IAFE & Philadelphia Stock Exchange Boards of Directors, Member
  • Risk Management Hall of Fame and Derivatives Hall of Fame, Member

Martin Lechner
Zurich, Switzerland

  • Proprietary Partners AG, CEO
  • Ferman AG, Chairman of the Board of Directors
  • IFM AG, Board Member
  • Dresdner Kleinwort Benson, Global Markets

C. Paul Tyborowski
New York, New York

  • Retirement Systems Group, President and CEO
  • RSI Retirement Trust, Executive Vice President
  • Columbus Circle Trust Co., President and CEO
  • First Fidelity of New Jersey, Senior Vice President

Charles Yuan
Shenzhen, China

  • Penghua Fund Management, Assistant General Manager and CIO
  • Citadel Investment Group, Risk Management
  • Moore Capital Management, Risk Management
  • Credit Suisse First Boston, Financial Engineer
Hathersage