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About
Tej Ahluwalia is the Head Equity Trader at Cannell & Spears in New York, NY, where he has served since 2021. In this role, he oversees the execution of both equity and fixed income trades and plays a key part in implementing and managing the firm’s trading strategies. He is instrumental in ensuring best execution across client portfolios and collaborating on asset allocation decisions.
Tej’s expertise spans US equities and fixed income securities, reflecting a strong command of both traditional and alternative asset classes. At Cannell & Spears, he is particularly focused on large-cap and mid-cap equity strategies, as well as managing trades in investment-grade and high-yield bonds. Prior to joining the firm, he held roles at Bank of America Merrill Lynch as a Senior Analyst and Trader, and as an Analyst at Stephens Inc..
He holds a degree from Emory University. Throughout his career, Tej Ahluwalia has built a reputation for operational excellence and a disciplined approach to risk management, contributing significantly to the successful implementation of complex multi-asset mandates at leading investment institutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannell & Spears | Head Equity Trader | Apr 2021 to Present | Buy Side Trader & Investment Research Analyst |
| Bank of America Merrill Lynch | Senior Analyst and Trader | Jan 2018 to Apr 2021 | Investment Management, Trader & Researcher |
| Stephens Inc. | Analyst | Dec 2016 to Oct 2017 | Equity Sales & Trading |
| Start Up | Management Consultant | Dec 2015 to Aug 2016 | Management Consultant for a startup Strategy & Cybersecurity consulting firm |
| Samarian Group | Private Equity Summer Analyst | May 2014 to Aug 2014 | Real Estate and Infrastructure focused Private Equity |
| Barclays Investment Bank | Sales and Trading Summer Analyst | Jun 2013 to Aug 2013 | Equity Derivatives/Flow Volatility Trading
Counterparty Risk Trading
Rates Trading (Agencies, Swaps & Treasuries) |
| Wellington Management | Quantitative Trading Summer Analyst | Jun 2012 to Aug 2012 | Quantitative Investment Group (QIG) |
| SAMSI | Quantitative Research Summer Analyst | May 2012 to May 2012 | 2 Week, Highly Selective Mathematics Program
Statistical & Applied Mathematics Research Workshop hosted by Duke, UNC, and NC State
Stochastic Dynamics - stochastic differential equations modeling in ... |
| Raymond James Financial Inc. | Capital Markets Summer Analyst | May 2011 to Aug 2011 | Equity Capital Markets |
Education
Emory University
Skills & Expertise
Others at Spears Abacus Advisors LLC (14)
| Name | Role | Location |
|---|---|---|
| Principal and Portfolio Manager | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal and Portfolio Manager | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Analyst | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal, Portfolio Manager | New York, NY , United States |
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N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |