Dave Dalzell, CFA
Principal, Founder, & CEO
Mr. Dalzell is a former Managing Director and Associate Head of Equity Trading Americas at BlackRock where he was instrumental in building one of the largest, most respected, professional buy-side trading desks in the world. Dave was also head of BlackRock's Boston equity and options trading desk while actively trading on a daily basis and delivering value added services tailored to the needs of each portfolio manager.
Dave created Dalzell Trading to provide all Managers access to a premier buy-side trading desk, similar to what he built at BlackRock, at no fixed cost to their firm. His clients have included some of the largest investment managers in the world, hedge funds, and broker dealers. He has worked on the equity trading desks of various investment managers and hedge funds including BlackRock, Trinity Investment Management (Oppenheimer Funds Institutional), First Chicago Trading Consultants, and Disciplined Alpha.
Mr. Dalzell earned an MBA in Finance from The Pennsylvania State University and a Bachelor of Arts in Business Administration from Augustana College. In addition to being a CFA Charterholder, Mr. Dalzell holds the following FINRA registrations: Series 24, 4, 7, 57/TP, 63, 65, and 99.
DDalzell@DalzellTrading.com
Trey Bauer
Principal
Mr. Bauer is a former senior sell-side trader whose experience was acquired as a Managing Director at Bear Stearns, H.C. Wainright, and Rochdale where he was responsible for trading equity products on behalf of large Institutional money managers, hedge funds and mutual fund companies as well as new business development. Trey has spent his career as a professional securities trader and co-founder of financial services companies.
Prior to joining Dalzell Trading, he co-founded Grand Cul-de-Sac Fund L.P, a real estate investment company specializing in buying, renting and selling residential properties for accredited investors. His responsibilities varied from company formation and build-out, to asset raising, marketing and project management. During this time, he also worked as a consultant with privately held companies in sales, marketing and strategic direction.
Mr. Bauer graduated from The Pennsylvania State University with a Bachelor of Arts in Speech Communication. He attended the Smeal College of Business, becoming the first business graduate student to also play football at Penn State. He was voted Captain of the 1987 team, was a three year starter, and 1986 National Championship team member. He was also voted to play in the Senior Bowl after the 1987 season and was voted Captain of that team. Mr. Bauer holds the following FINRA registrations: Series 24, 7, and 63.
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Nick Lampone
Principal & Director Of Trading
Mr. Lampone is a former Managing Director and Head of Sales Trading and Trading at Janney Montgomery Scott. He supervised the trading desk at Janney while actively executing trades for clients on a daily basis. Prior to Janney, Nick worked at Knight Trading Group as an Equity Sales Trader where he covered a comprehensive list of major buy-side institutions across the U.S. Nick has spent his career as a professional securities trader and supervisor of sell-side trading desks.
Mr. Lampone graduated from West Chester University with a Bachelor of Arts in Speech Communication. While attending West Chester, he was President of Sigma Phi Epsilon fraternity. Mr. Lampone holds the following FINRA registrations: Series 24, 7, 57/TP, 6, 63, 65, and 99.
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Jerry Olivetti
Marketing & Client Services
Mr. Olivetti is the founder (2002) and former owner of Olivetti Capital Management, a registered investment advisor in Massachusetts. He began his career at Smith Barney in San Francisco, CA. In 1997, he moved to Wellesley, MA and worked in the private client group for A.G. Edwards and then Deutsche Bank Alex Brown in Boston, MA. Jerry has spent his career assisting his clients with their wealth management needs as both a registered investment advisor and private client manager.
Strong personal relationships, innovative investment strategies and successful risk management were the founding principles of Olivetti Capital Management. Mr. Olivetti brings over 20 years of financial services expertise to Dalzell Trading.
Mr. Olivetti graduated from Connecticut College with a Bachelor of Arts in Art History. Mr. Olivetti holds the following FINRA registrations: Series 7, 63, and 65.
JOlivetti@DalzellTrading.com.JPG)
John Stefanelli
Equity and Options Trading
Mr. Stefanelli is a former Director of Trading at BlackRock where he spent 17 years trading U.S and Global Equities for Portfolio Managers on the BlackRock Fundamental Equities platform. His experience includes trading for Small, Mid, and Large Cap Growth and Value products along with a Long/Short Healthcare Hedge fund. Most recently Mr. Stefanelli was Head Trader at Schneider Capital Management trading U.S. Small Cap stocks as well as U.S. Equity index options.
Mr. Stefanelli graduated from The Pennsylvania State University with a Bachelor of Science in Marketing and a Minor in Business Logistics. Mr. Stefanelli holds the following FINRA registrations:Series 7, 57, and 63.
JStefanelli@DalzellTrading.com
