Brad Berk
Portfolio Manager - Head of Capital Markets at Paloma Partners Management Co.
About
Brad Berk is the Portfolio Manager and Head of Capital Markets at Paloma Partners Management Company, based in Westport, Connecticut. In this role, he leads the firm's capital markets activities, overseeing strategic trading operations and portfolio management to optimize returns across various market environments. His primary focus areas include equities, derivatives, and multi-asset strategies, leveraging advanced trading infrastructure and market insight to drive investment performance.
Prior to joining Paloma Partners, Brad served as Head of Trading and Capital Markets at KCL Capital, L.P., where he managed trading across equity and derivative instruments and developed algorithmic trading strategies (2017–2025). Earlier in his career, he held the position of Managing Director of Sales and Trading at BTIG, gaining extensive experience in institutional trading and market structure (2010–2017).
Brad holds a Bachelor of Science in Finance from Lehigh University College of Business. He is recognized for his expertise in capital markets, portfolio risk management, and the implementation of systematic trading strategies. His career reflects a strong track record in multi-asset class trading, with notable achievements in building high-performing trading teams and enhancing execution quality for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Paloma Partners Management Company | Portfolio Manager - Head of Capital Markets | Mar 2024 to Present | — |
| KCL Capital, L.P. | Head of Trading and Capital Markets | Sep 2017 to Apr 2025 | — |
| BTIG | Sales and Trading Managing Director | Feb 2010 to Aug 2017 | — |
| Pali Capital | Sales and Trading Managing Director | Mar 2003 to Aug 2010 | — |
| Cowen Inc. | Sales and Trading Managing Director | Jan 1999 to Nov 2002 | — |
| Oppenheimer & Co. Inc. | Sales and Trading Managing Director | Aug 1994 to Dec 1998 | — |
Education
Lehigh University College of Business
Bachelor of Science - BS, Finance, General
1990 — 1994
Others at Paloma Partners Management Co. (8)
| Name | Role | Location |
|---|---|---|
| Quantitative Analyst and Developer - VP | New York, NY , United States | |
| Portfolio Manager - Long and Short Equity | New York, NY , United States | |
| Senior Analyst | New York, NY , United States | |
| Head of Trading | New York, NY , United States | |
| Portfolio Manager | New Canaan, CT , United States | |
| Portfolio Manager | United States | |
| Portfolio Manager | New York, NY , United States | |
| Trader | New York, NY , United States |
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