OFFICERS

 

 Carlos A. Jimenez, Macquarie Group

President 2017 – 2019

Carlos has been with Macquarie Capital Markets for 5 years.  He has over 20 years of experience as a Sales Trader.  Previously, Carlos worked at Merrill Lynch, Susquehanna, Herzog, Heine, Geduld and Knight Capital.  Carlos graduated from The University of Scranton with a Bachelor’s degree in Finance.

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Mike Haub, The Vanguard Group

Vice President 2017 – 2019

Mike is a Senior Trader for Vanguard on their Retail block trading desk. Mike has been at Vanguard for 12 years while holding positions on Order Management, Trade Support and Equity and Option trading desks. Mike received his bachelor’s degree in Economics from Lafayette College.

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George-PsitosGeorge Psitos, Delaware Investments

Secretary/Treasurer 2017 – 2019

George Psitos has served on the Board of Investment Traders Association of Philadelphia since 2013. George has been a Senior Portfolio Trader at Delaware Investments since 2005. He received a Bachelors in Finance followed by an MBA in Investment Management from Drexel University.

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officers-michael-kinsellaMichael Kinsella, Boenning & Scattergood, Inc.

Ex Officio 2017 – 2019

Mike is a Senior Vice President at Boenning and Scattergood Inc. in the Capital Markets Compliance Division. Previously he was on the Institutional Sales/Trading desk. Prior to Boenning, Mike was an equity trader at SIG and PMG Capital. Mike received his Bachelor’s degree in Marketing from the University of Notre Dame and his MBA from Temple University.

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BOARD MEMBERS

 

Mike Anastasi, Knight Capital Group

Board Member 2016 – 2018

Mike Anastasi is a Managing Director at Knight Capital Americas in the BD Sales and Relationship Management Group where he has been for the past 6 years. Previously Mike was at Fiserv in Philadelphia where he oversaw the Equity and Option Agency Trading desks. Mike received his Bachelor’s degree in Finance and his MBA from Villanova University.

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officers-james-nolen Jim Nolen, Drexel Hamilton

Board Member 2017 – 2019

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John-DunfeeJohn Dunfee, BestVest Inc.

Board Member 2015 – 2017

Institutional Sales trader at Best Vest with 25 years of experience in the financial service industry with demonstrated achievements in delivering high quality sales and service. Specializes in Equity and Exchange Traded Derivatives.

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Christina Kowalski, The Swarthmore Group Inc.

Board Member 2016 – 2018

Ms. Kowalski joined The Swarthmore Group in 2010 and is an Equity Research Analyst and Trader. She has over sixteen years of experience in the investment industry.  Prior to joining The Swarthmore Group, Ms. Kowalski served as Senior Equity Trader at StoneRidge Investment Partners.  Ms. Kowalski received a B.S. degree in Finance from Saint Joseph’s University. She is the affiliate contact for the Philadelphia area for STA Women in Finance and also serves on the board for Philly Girls in Motion, a non-profit in the Philadelphia area.

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Scott Richard, NASDAQ Inc.

Board Member 2017 – 2019