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Brad Berk

Brad Berk

Portfolio Manager - Head of Capital Markets at Paloma Partners Management Co.

Westport, CT , United States

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

OrganizationRoleDate RangeDetails
Paloma Partners Management CompanyPortfolio Manager - Head of Capital MarketsMar 2024 to Present
KCL Capital, L.P.Head of Trading and Capital MarketsSep 2017 to Apr 2025
BTIGSales and Trading Managing DirectorFeb 2010 to Aug 2017
Pali CapitalSales and Trading Managing DirectorMar 2003 to Aug 2010
Cowen Inc.Sales and Trading Managing DirectorJan 1999 to Nov 2002
Oppenheimer & Co. Inc.Sales and Trading Managing DirectorAug 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)

NameRoleLocation
Alex Karpenko
Alex Karpenko
Quantitative Analyst and Developer - VPNew York, NY , United States
Christopher Speros
Christopher Speros
Portfolio Manager - Long and Short EquityNew York, NY , United States
Nathan Hong
Nathan Hong
Senior AnalystNew York, NY , United States
Peter Farnum
Peter Farnum
Head of TradingNew York, NY , United States
Charles Long
Charles Long
Portfolio ManagerNew Canaan, CT , United States
Dimah Yanovsky
Dimah Yanovsky
Portfolio ManagerUnited States
MacGregor Wiener
MacGregor Wiener
Portfolio ManagerNew York, NY , United States
Steve Euashachai, CFA
Steve Euashachai, CFA
TraderNew York, NY , United States

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