Dave Dalzell, CFA
Principal, Founder, & CEO
Mr. Dalzell is a former Managing Director and Associate Head of Equity Trading Americas at BlackRock. He was also Head Trader of the Boston equity and options trading desk at BlackRock. He supervised the trading desks at BlackRock while actively executing large and illiquid trades on a daily basis.
Dalzell Trading was founded in 2010 when Dave began providing trade execution services and trading desk management consulting and advisory for the buy-side and sell-side. 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. Dave has spent his career solving complex trading issues for his clients and portfolio managers.
Mr. Dalzell graduated from The Pennsylvania State University with an MBA in Finance in 1993. He received a Bachelor of Arts in Business Administration from Augustana College in 1987. In addition to becoming a CFA Charterholder in 1999, Mr. Dalzell holds the Series 24, Series 4, Series 7, Series 57/TP, Series 63, Series 65, and Series 99 registrations.
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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 in 2018, 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 and he is a licensed Pennsylvania real estate agent.
Mr. Bauer graduated from The Pennsylvania State University in 1987 with a Bachelor of Arts in Speech Communication. He attended the Frank P. Smeal School of Business becoming the first football player at Penn State to attend business school while simultaneously playing. 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 currently holds the Series 24, Series 7, and Series 63 registrations.
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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 in 1994 with a Bachelor of Arts in Speech Communication. While attending West Chester, he was President of Sigma Phi Epsilon fraternity. Mr. Lampone holds the Series 24, Series 7, Series 57/TP, Series 6, Series 63, and Series 99 registrations.
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Jerry Olivetti
Marketing & Client Services
Mr. Olivetti is the former founder (2002) and 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 in 1989 with a Bachelor of Arts in Art History. Mr. Olivetti holds the Series 7, Series 63, and Series 65 registrations.
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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 in 1993 with a Bachelor of Science in Marketing and a Minor in Business Logistics. Mr. Stefanelli holds the Series 7, Series 57, Series 63 and SIE registrations.
Dalzell Mission Statement
WE ARE a company that was founded to provide unique
financial services solutions for our clients. We will strive every day to
succeed for our clients and we will treat them with respect. Our company
will be ethical, trustworthy and beyond reproach. Our commitment to excellence
every day in every aspect of our business drives us to perform at the highest
level for the clients of DALZELL TRADING.
