Roman brings depth to our trading team and Investment Policy Committee, bringing a passion for financial markets and data science. He contributes to the architecture of our equity risk management algorithm which supports risk management efforts. He works with our trade desk, executing trades for clients and providing client services where necessary.

Although born and raised in the Bay Area, Roman graduated from the University of Virginia in beautiful Charlottesville, Virginia. There, he earned a B.S. in Commerce with an emphasis in Asset Management from the McIntire School of Commerce. Roman got his start in the finance industry as a trader for a top-5 largest broker-dealer, where he further developed his professional skill set while passing his licensing exams. He currently holds his Series 66 license.

Outside of the office, he is in the process of training for a marathon. In addition to maintaining his physical health, he enjoys nature documentaries, reading educational books about new topics, and spending time with his two golden doodles. Roman is based out of our headquarters in Sausalito, CA.