BALYASNY ASSET MANAGEMENT - Key Persons
Alex Lurye - Chief Risk Officer
Job Titles:
- Chief Risk Officer
- Member of the Investment Committee
- Partner
Alex Lurye is Chief Risk Officer of Balyasny Asset Management and a member of the Investment Committee. He oversees risk management across all of BAM's investment strategies, teams, funds, and geographies. Alex joined BAM in August 2018 and brings more than 26 years of experience to the firm. He previously spent 16 years at Citadel where he held several leadership roles including Chief Risk Officer and Head of Global Portfolio Construction between 2007 and 2016, and Chief Data Officer between 2016 and 2017. Prior to that, he led the global FX structured products group at Credit Lyonnais. Alex began his career in FX derivatives and quantitative research at Lehman Brothers and Warburg Dillon Read. He holds a Master of Business Administration from New York University and a Bachelor of Science in Electrical Engineering from the NYU Tandon School of Engineering. Outside of the firm, Alex is a member of both the NYU Tandon School of Engineering Board of Overseers and the University of Chicago Laboratory Schools Board.
Job Titles:
- Member of the Management Committee
- Partner & Senior Managing Director, CRG
Anita joins us from Citadel where she was a Partner and Managing Director serving Europe, the Middle-East, Africa and Asia Pacific. During her 7 years at Citadel, she helped develop and establish a diverse set of Government Institutional relationships and grow the Assets under Management from $10 Billion to $26 Billion. Prior to joining Citadel in 2008, Anita served at Merrill Lynch, London as Managing Director, Co-Head of Government Institutions Sales. Previously, she was with HSBC London as Managing Director, Global Head of Government Sales, serving Asia, Europe, and the Americas. Anita holds a Bachelor of Business degree from the American University of Beirut. She also serves as a Board Member and Trustee of the Northeastern University, Boston, U.S.A.
Job Titles:
- Director of Research
- Member of the Investment Committee
- Partner
- Director of Research for BAM 's Equities
Bill Wappler is a Partner and Director of Research for BAM's Equities business, and a member of the firm's Investment Committee. He joined BAM in June 2015 from Point72 Asset Management, where he was Associate Director of Research and Chief Operating Officer of the Sigma division. Before joining Point72, Bill was with Morgan Stanley as Associate Director of U.S. Equity Research. He holds an MBA from the Kellogg School of Management/Northwestern University, where he was an FC Austin Scholar; and a Bachelor of Arts in Economics from the University of Washington, where he graduated Phi Beta Kappa. Bill is a CFA charter holder.
Job Titles:
- Member of the Management Committee
- Chief Global Affairs Officer
Brooke Harlow is the Chief Global Affairs Officer at Balyasny Asset Management. She is responsible for leading the firm's global public policy, legislative, and regulatory affairs, vendor partnerships, philanthropy, diversity & inclusion, and sustainability initiatives. Brooke sits on the firm's Management Committee and is based in our New York office. Brooke joined BAM from Managed Funds Association, where she worked as Chief Commercial Officer and led their global business development initiatives which included corporate strategy, revenue growth, membership, and investor relations. Brooke joined MFA from Highbridge Capital Management, and prior to that she was a Vice President in JPMorgan's investment bank. Brooke has been recognized as one of the 50 Leading Women in Hedge Funds and serves on the Global Advisory Board of Girls Who Invest. She is a life member of the Council on Foreign Relations, Co-President of the Board of Governors and Trustee of The Hotchkiss School, and an Executive Committee member of the Women's Board of the Boys Club of New York. Brooke graduated from Yale University with a B.A. in American Studies and was selected as a Rotary Scholar to study at El Colegio de Mexico in Mexico City as part of their Masters in International Relations program.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
Caesar Yuan is a Partner and Macro Portfolio Manager specializing in interest rate markets and central bank policy. Caesar joined BAM in 2018 and is based in our London office. Prior to BAM, Caesar spent nine years with Goldman Sachs where he was an Executive Director in Short Macro Trading. He holds a Bachelor of Science in Econometrics and Mathematical Economics from the London School of Economics.
Job Titles:
- Chief Data Officer
- Member of the Management Committee
Carson Boneck, CFA, is the Chief Data Officer and a member of the firm's Management Committee. He is responsible for data sourcing, data science, webscraping, and data engineering across all of the firm's strategies and business lines. Carson joined BAM as a Director of Quantitative Research in 2016, building and overseeing a research team which created systematic strategies for the firm's discretionary Long/Short investors. Prior to joining BAM, Carson was the Global Head of Investment Management at S&P Global Market Intelligence for eight years. At SPGI, he founded and built the firm's data science team and Capital IQ's acclaimed Quantamental Equity Research group. He began his career in management consulting specializing in company valuation, corporate finance, and M&A advisory. Carson holds a B.S. in Finance and International Businesses from Indiana University. He has been a CFA charterholder since 2001.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
Chris Weltzer is a Partner and Industrials Portfolio Manager. He joined BAM in April 2018 and Co-Heads our Chicago office. Prior to BAM, Chris was with Anchor Bolt Capital for seven years where he served as a Senior Analyst covering Capital Goods, Materials, and Diversified Industrial stocks. Previously, Chris spent six years working as an Associate on the sell-side covering Industrial stocks for Robert W. Baird & Co. Chris is a CFA charterholder and holds a BA in Economics and Political Science from Northwestern University where he graduated Cum Laude.
Job Titles:
- Member of the Management Committee
- Managing Director, Global Head Business Teams, Business Development
Dave Prezioso is the Managing Director, Global Head Business Teams, Business Development, based in our New York office. Previously Dave was a Managing Director on the Business Development team. He joined BAM in April 2015 as Director of Business Development. Dave's focus is on the sourcing and due diligence of all Non-Investment hires for the firm globally. He most recently held the position of Senior Talent Acquisition Manager at Bridgewater Associates in Westport, CT. Prior to Bridgewater, Dave was the Regional Head of Recruitment at UBS, AG in New York. Dave's experience includes roles as the Regional Head of Recruitment at Bloomberg, LLP, Manager of Front Office Recruitment at Macquarie and Credit Suisse and a Corporate Recruiter for Morgan Stanley. Dave began his career in recruiting at InfoTech Solutions. Dave holds a Bachelor of Arts from Springfield College, in Springfield Massachusetts.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
David Levary is a Partner and Macro Portfolio Manager based in our Miami office. He joined BAM in December 2019 from Citadel LLC., where he was a Portfolio Manager in Global Fixed Income. David holds a Bachelor of Arts in Applied Mathematics (Summa Cum Laude) and a Master of Science in Applied Mathematics from Harvard University.
Dmitry Balyasny - CEO, Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Managing Partner
- Member of the Founders & Partners Team
- Chief Investment Officer and Managing Partner of Balyasny Asset Management, L.P
Dmitry Balyasny is the Chief Investment Officer and Managing Partner of Balyasny Asset Management, L.P. (BAM), a global investment firm founded in 2001 focused on delivering consistent, alpha-driven returns through a multi-strategy, multi-PM approach. Dmitry is an active risk taker and chairs BAM's Investment Committee. He began his trading career with Schonfeld Securities in 1994. Dmitry holds a bachelor's degree in finance from Loyola University in Chicago. He is involved in a variety of philanthropic activities in his local community as well as in communities where BAM operates.
Job Titles:
- Finance
- Member of the Management Committee
- Managing Director, Corporate Strategy & Finance
Drew Tannenbaum is a Managing Director, Corporate Strategy & Finance at Balyasny Asset Management where he manages the Corporate Strategy team, and sits on our Management Committee. Drew joined BAM as a Senior Associate in 2016 and is based in our Chicago office. Prior to BAM, Drew's professional experience includes investment, consulting, and operating roles as an Equity Research Associate at Morgan Stanley, Project Leader at the Boston Consulting Group, and Director of Corporate Strategy & Development at CCC Intelligent Solutions, an enterprise software company. Drew holds an MBA from the Kellogg School of Management and a BA from Northwestern University.
Job Titles:
- Member of the Investment Committee
- Partner
- Partner & Chief Operating Officer, Investments
Gustav Rydbeck is a Partner and the Chief Operating Officer of Investments at Balyasny Asset Management. In his current role, Gustav helps oversee BAM's three Equity business units and multiple front office teams, including Internal Alpha Capture, Equity Execution, Portfolio Manager/Analyst Development, Product Management, and BAM Labs. Gustav joined BAM in 2014 as Managing Director of Performance Analytics. In 2016, he was named Global Head of Portfolio Manager and Analyst Development and co-founded BAM's Anthem Equity Portfolio Manager Program, which provides high-performing senior analysts with a pathway to advance to the next phase of their investment careers. Prior to joining BAM, Gustav spent nine years at Citadel, where he designed and sponsored the development of numerous front office equity applications and managed a team of quantitative researchers responsible for helping portfolio managers mitigate risk and drive improved performance. Gustav was class valedictorian at North Carolina State University, where he earned dual Bachelor of Science degrees in Electrical Engineering and Computer Engineering. He subsequently earned his Master of Science in Electrical Engineering from Stanford with focus on Signal Processing and is currently a CFA Charterholder.
Job Titles:
- Chief Financial Officer
- Member of the Management Committee
- Partner
Jared Hade is a Partner and the Chief Financial Officer at Balyasny Asset Management. Jared oversees the Accounting, Tax, Treasury, Valuation Control, Corporate Strategy, and Real Estate groups. He joined BAM in June 2006 as an analyst. Prior to BAM, his experience includes many years within private equity and corporate finance for various companies in Chicago, including Merrill Lynch, Arthur Andersen and Invenergy. Jared holds a Bachelor of Science in Actuarial Science from the University of Illinois at Urbana-Champaign and a Master of Business Administration from the University of Chicago.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
- Partner & Portfolio Manager, Head of Asia Macro
Jay Hew is a Partner, Portfolio Manager, and the Head of Asia Macro. He joined BAM in May 2017 and Co-Heads our Singapore office. Prior to BAM, Jay was with J.P. Morgan in London, where he worked as an Executive Director since 2007. Jay holds an MEng in Mechanical Engineering with First Class Honors from the University of Durhman in the United Kingdom. He is fluent in English, Mandarin, Cantonese and Malay.
Job Titles:
- Member of the Investment Committee
- Partner & Global Head of Equities
Jeff Runnfeldt is Global Head of Equities for Balyasny Asset Management. He joined BAM in July 2018. Jeff was Global Head of Equities for Citadel between 2009 and 2012. He joined Citadel in 2002 and successfully managed a financials team and portfolio throughout his 10 years at the firm. Most recently, he led the launch of Ravelin Capital in 2015 until it merged with Citadel's Equities business two years later. He began his career as a Bank Examiner at the Federal Reserve Bank of San Francisco. He holds a Bachelor of Science in finance from California State University, Bakersfield, and a Master of Science in finance from San Francisco State University.
Job Titles:
- Head of Business Development
- Managing Director
- Member of the Management Committee
- Partner & Managing Director, Global Head of Business Development
Jennifer Blake is the Managing Director and Head of Business Development at Balyasny Asset Management. Jennifer joined BAM in April 2008, responsible for investment hiring globally. Prior to BAM, Jennifer was a Vice President in Morgan Stanley's Prime Brokerage Sales group. From 2000 to 2006, she was at Goldman Sachs' Spear, Leeds and Kellogg division. Jennifer holds a B.S. in Business and a B.A. in Spanish from The Ohio State University and an MBA in Finance from New York University.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
- Co - Head of New York
Jing Ge is a BAM Partner and Healthcare Portfolio Manager. Jing is also the Co-Head of New York and Greenwich offices. He joined BAM in March 2013 from PointState Capital where he had been a Managing Director. Prior to PointState Capital, Jing was a Vice President at Duquesne Capital Management. Jing began his career at McKinsey & Co as an Analyst. Jing earned a Bachelor of Science in Engineering in Computer Science from Princeton University, with a certificate in Finance.
Job Titles:
- Chief Communications Officer
- Member of the Management Committee
- Chief Communications Officer and Member of the Management Committee
Joe Snodgrass is the Chief Communications Officer and member of the Management Committee based in New York. His focus is on all internal and external communications, media relations, social media, our public web site, Intranet, and branding. Joe joined BAM in September 2022 following Millennium where he was the Head of Branding and Communications. Prior to that he held senior communications roles at Och-Ziff and Goldman Sachs. Joe received his BA from the College of William & Mary.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
Matt Jacobs joined BAM in May 2007 as a Technology Portfolio Manager, in our New York office. He has since been promoted to Partner, Portfolio Manager. Prior to BAM, Matt was with SAC Capital Advisors LLC as a Senior Technology Research Specialist. Prior to SAC Capital, Matt worked for J.L. Berkowitz LLP/Cramer, Berkowitz & Co as a Partner and Director of Research. Matt's experience also includes his role as an Analyst for Thomson Financial/The Carson Group. He holds a Bachelor of Science in Quantitative Economics from Tufts University. Matt is the Head of our New York and Greenwich offices.
Job Titles:
- General Counsel
- Member of the Management Committee
Matt Siclari is BAM's General Counsel and a member of BAM's Management Committee. In his role as General Counsel, Matt has primary responsibility for BAM's global legal and compliance organizations. In that capacity, Matt focuses his time on developing a robust legal and compliance infrastructure across the BAM organization globally. Prior to becoming General Counsel, Matt held various positions within BAM's legal and compliance department including General Counsel/Chief Compliance Officer, Chief Compliance Officer, Deputy CCO and Associate General Counsel. Prior to joining BAM in 2006, Matt served as a compliance consultant to several hedge fund managers and previously worked for the Office of the General Counsel at AIG, Inc. Matt holds a Juris Doctor from Rutgers University School of Law and his Bachelor of Arts from The City University of New York.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
- Partner & Portfolio Manager, Head of New York Macro
Mayank Chamadia is a Partner, Portfolio Manager, and the Head of New York Macro. He joined BAM in 2013 and Co-Heads our New York office. Prior to BAM, Mayank worked with Barclays Capital, where he was Managing Director of Interest Rate Options for 10 years. Mayank's experience includes roles as an Interest Rate Options Associate at Morgan Stanley and an Interest Rate Products Strategist at Goldman Sachs. Mayank holds a Bachelor of Technology, Electrical Engineering from Indian Institute of Technology Mumbai and a Master of Science in Mathematical Finance from New York University.
Job Titles:
- Chief Technology Officer
- Member of the Management Committee
Michael Grimaldi is the Chief Technology Officer for Balyasny Asset Management responsible for global Technology strategy and implementation. He is also a member of BAM's Management Committee. He joined BAM in September 2021 and is based in London. Prior to joining BAM, Michael was the Chief Information Officer for the Corporate & Investment Bank at J.P. Morgan Chase from 2017 to 2021 where he led Technology for Global Markets, Securities Services and Wholesale Payments. From 2014 to 2017, he was the Chief Information Officer for the Corporate & Investment Bank at Deutsche Bank. Michael spent 21 years with Goldman Sachs where he was responsible for the consolidation and delivery of a world class global trading, sales and risk management platform across the firm. As a Partner at Goldman Sachs, he was the Head of Global Markets Technology and the Chief Information Officer for the EMEA region. Michael began his career at GTE Government Systems, a US Defense Telecommunications company, leading the Applied Machine Intelligence Research and Development team. Michael holds Bachelor of Science degrees in both Mathematics and Computer Science from Binghamton University.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
Patrick Staub is a Partner and Industrials Portfolio Manager based in our Miami office. He joined BAM in December 2018 from Point72 where he was a Senior Industrials Analyst. Prior to Point72, Patrick was a Senior Associate on an Industrials team at Citadel Global Equities. He began his career in investment banking and private equity at Piper Sandler and CIVC Partners, respectively. Patrick holds an MBA from Columbia University as well as a Bachelor of Science in Business Administration from Washington University in St. Louis.
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
Paul Brinberg joined BAM in 2004 to manage a Long/Short Equity media portfolio. He was made a Partner in 2007. Prior to BAM, Mr. Brinberg was a senior analyst at SAC. Prior to SAC, he was involved in business development and entrepreneurial activities in entertainment/media business and worked in investment banking at a boutique British firm - Samuel Montagu. Paul earned his undergraduate degree from University of Pennsylvania (Wharton) and his MBA from Columbia University.
Job Titles:
- Member of the Management Committee
- Global Head of Execution Services
- Global Head of Trading
Rahul Bajaj joined BAM in 2004 and serves as Global Head of Trading. He is responsible for overseeing the firms Long / Short, Macro and Quant trading business. Prior to BAM, Rahul held roles including asset management, proprietary portfolio management and hedge fund trading and has been in the industry since 1997. Rahul holds a Bachelor of Arts in Economics from New York University.
Job Titles:
- Member of the Founders & Partners Team
- Co - Founding Partner & Head of the Client Relationship Group / Business Development
Scott Schroeder is a Co-Founding Partner at BAM and heads Business Development, the Client Relationship Group and the legal and regulatory aspects of the firm. Scott is also a member of the Investment and Management Committees. He joined Schonfeld Securities in 1999. Prior to Schonfeld, Scott was an associate at the law firm of Foley & Lardner in their Securities and M&A division. He holds a JD/MBA from Marquette University, where he also completed his undergraduate degree in business administration with an emphasis in finance and accounting. Scott Schroeder serves on the board of the Managed Funds Association (MFA).
Job Titles:
- Investment Team Partner
- Partner
- Portfolio Manager
- Equity L / S Office Head
Sebastiaan De Boe is the Equity L/S Office Head and a Partner and Healthcare Portfolio Manager in our London office. Sebastiaan joined BAM in November 2017 from Citadel Investment Group in London. At Citadel, Sebastiaan was an Analyst in the Global Equities group expanding the firm's coverage by establishing a European Pharma, Biotech and Medtech focus. Sebastiaan started his career at Blackstone as an Analyst in the Financial Advisory and Restructuring group. He earned a Master in Management with distinction from the London Business School. Sebastiaan also holds a Master of Law cum laude from the University of Leuven in Belgium. He earned a Bachelor of Law magna cum laude from the University of Antwerp/Leuven in Belgium. Sebastiaan is fluent in Dutch and English.
Job Titles:
- Member of the Investment Committee
- Partner
- Partner & Global Head of Macro
Steven Goldberg is a Partner and the Global Head of Macro based in our Greenwich office. He joined BAM in January 2021 and is a member of the firm's Investment Committee. Prior to BAM, Steven was a Senior Portfolio Manager and Partner for Citadel's Global Fixed Income Business, where he managed an FX and Rates portfolio for 10 years. Previously, he was a Portfolio Manager for the Interest Rates Options desk at Bank of America Merrill Lynch from 2009 to 2011. Before that, Steven was a Partner and Portfolio Manager at Platinum Grove Asset Management from 1999 to 2009. Steven's previous experience includes roles with J.P. Morgan from 1996 to 1999 and Citibank from 1993 to 1996. He holds an MBA from the Massachusetts Institute of Technology as well as a B.S. in Psychology from Wesleyan University.
Job Titles:
- Member of the Founders & Partners Team
- Co - Founding Partner and President
Taylor O'Malley is a Co-Founding Partner and President of Balyasny Asset Management, a global, multi-manager, multi-strategy investment firm founded in 2001. He is a member of the Investment Committee and chairs the Management Committee, which is responsible for firmwide strategy execution. Taylor also oversees Risk, Technology, Operations and Data Intelligence for the firm. Taylor serves as a trustee for Loyola University of Chicago and is a board member for A Better Chicago, a venture philanthropy fund dedicated to helping children escape poverty. He holds an MBA from Harvard Business School and a BBA from Loyola University Chicago.