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Alyson Strode

Trader at Horizon Investments, LLC

Charlotte, NC , United States

About

Alyson Strode is a Trader at Horizon Investments in Charlotte, NC, where she plays a central role in portfolio trading execution, risk management, and tactical asset allocation. She has been with Horizon Investments since 2016, specializing in trading for multi-asset portfolios, portfolio rebalancing, and implementation of large, complex trades across global markets.

Strode is recognized for her expertise in exchange-traded funds (ETFs), particularly within tactical asset allocation and risk-managed investment strategies. She is deeply involved with trading domestic and international ETFs, applying strategies that blend equity and fixed income exposure through ETF structures, and leveraging relationships with ETF counterparties to optimize execution and minimize tracking error.

Before Horizon Investments, Strode accrued over a decade of trading experience at Curian Capital, advancing from Trading Assistant to Senior Equity Trader, where she focused on equity and ETF trading for diversified client portfolios. She holds a Bachelor of Science in Finance from the University of Denver, and is noted for her significant operational and trading expertise in portfolio implementation, contributing to efficient and cost-effective trade execution in the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Horizon InvestmentsTraderOct 2016 to Present
Curian CapitalSenior Equity TraderNov 2006 to Apr 2016
Processed and monitored investments, liquidations, rebalances and portfolio manager updates daily. Created, developed and utilized relationships with market centers to create best executions. • Gener...
Curian CapitalPurchase and Sales and Trading AssistantJan 2004 to Jan 2006
Monitored manual trades, assisted traders, reconciled and researched trade breaks. • Scanned the NASDAQ Workstation daily to verify manual trades with Curian’s Market Centers. • Processed daily reconc...
Curian CapitalCorporate Actions and Internal Control SpecialistJan 2003 to Jan 2004
Monitored Curian’s Security Master for all corporate actions and balanced Curian’s firm cash and share positions. • Balanced firm cash and researched any out of balances. • Balanced DTC (Depository Tr...
Colorado PERAAssistant Equity Traders DeskMay 2002 to Aug 2003
• Promoted accurate accounting system by reconciling and researching any discrepancies in daily cash and share positions against custodian bank’s data • Ensured positive balances in 15 equity portfoli...
OppenheimerFundsFund Analyst II - Securities Analysis Syndicated Loan DeskOct 2000 to Apr 2002
• Worked closely with vendor and custodian bank in the development of a web based compliance system for CDO products • Analyzed daily compliance tests for CDOs and resolved portfolio’s and custodian’s...
OppenheimerFundsFund Analyst II - Non-Regulated Funds SpecialistMar 1999 to Oct 2000
• Responsibilities in addition to Fund Analyst I: Completed daily interest tie-out of syndicated loans and researched any discrepancies • Processed all loan paydowns and verified that all loan and bon...

Education

University of Denver

Bachelor of Science (BS), Finance

1992 1996

Others at Horizon Investments, LLC (12)

NameRoleLocation
Braho Omeragic
Braho Omeragic
Senior AnalystNew York, NY , United States
Dzhan Yusnyu
Dzhan Yusnyu
Senior AnalystCharlotte, NC , United States
Mike Dickson
Mike Dickson
Head of Research and Quantitative StrategiesCharlotte, NC , United States
Ronald Saba
Ronald Saba
Senior Portfolio ManagerCharlotte, NC , United States
Savannah Bryant
Savannah Bryant
AnalystCharlotte, NC , United States
Scott Ladner
Scott Ladner
Chief Investment OfficerCharlotte, NC , United States
Casey Hazen
Casey Hazen
Portfolio AnalystCharlotte, NC , United States
D
Dmitry S.
AnalystCharlotte, NC , United States
Jeb Despard
Jeb Despard
Quantitative Investment AnalystWaxhaw, NC , United States
John Yusnyu
John Yusnyu
Senior AnalystCharlotte, NC , United States
Showing 1-10 of 12 team members

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