Advisors at this firm
Olivia V
Series 66
Chicago, IL
SpiderRock Advisors, LLC
Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey programs and clubs over several years. SpiderRock Advisors provides discretionary overlay and portfolio management services to a range of clients including institutional investors, wealth managers, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs, with a focus on listed derivatives and dynamic option overlays.
Gregory D
Series 66
Dallas, TX
SpiderRock Advisors, LLC
Gregory Dvorocsik is a financial advisor at SpiderRock Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch Investment Managers and BlackRock Investments since 2006, with a career at Merrill Lynch dating back to 2000. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its focus on listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, banks, family offices, pension funds, and high-net-worth individuals.
Robert H
CFA®, Series 63, Series 66
Chicago, IL
SpiderRock Advisors, LLC
Robert Hicks is a CFA® charterholder with eight years of industry experience. He currently works at SpiderRock Advisors, LLC and has held positions at BlackRock Investments, Janus Distributors LLC, and Live Long Holdings LLC. Outside of his advisory role, he has been involved in managing a fitness franchise through KHR Management LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, registered investment advisors, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs to implement strategies focused on listed derivatives and dynamic option overlays.
Eric M
CFA®, Series 66
Chicago, IL
SpiderRock Advisors, LLC
Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.
Mary Welby H
Series 63, Series 65, Series 66
East Hampton, NY
SpiderRock Advisors, LLC
Mary Welby Hughes is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at BlackRock Investments, LLC, Stratifi, LLC, and Wellington Management. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield.
Jonathan M
Series 63, Series 66
Denver, CO
SpiderRock Advisors, LLC
Jonathan Miller is a financial advisor at SpiderRock Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BlackRock Investments, Virtus Investment Partners, and VP Distributors LLC. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, using a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm emphasizes listed derivatives and dynamic option overlays to manage risk and enhance portfolio returns.
Colleen S
Series 66
Bernardsville, NJ
SpiderRock Advisors, LLC
Colleen Sylvester is a financial advisor at SpiderRock Advisors, LLC with over 16 years of experience, including her current role at BlackRock since 2010. She holds a Series 66 designation. SpiderRock Advisors provides discretionary overlay and portfolio management services to a range of institutional and wealth-management clients, utilizing a systematic approach that combines quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield.
Matthew A
Series 66
Lone Tree, CO
SpiderRock Advisors, LLC
Matthew Andrews is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments, BridgeBurners Consulting Group, and other firms. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, including asset managers, banks, family offices, pension funds, and high-net-worth individuals. The firm uses a rules-based, systematic approach combining quantitative and fundamental inputs, emphasizing listed derivatives and dynamic option overlays to manage portfolio risks and enhance returns.
David D
Series 66
Chicago, IL
SpiderRock Advisors, LLC
David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.
Dennis O
Series 63, Series 65
Chicago, IL
SpiderRock Advisors, LLC
Dennis O'Malley Jr. is a financial advisor at SpiderRock Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BlackRock Investments LLC, Northern Trust, and Goldman Sachs. Outside of finance, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in Etsy and Amazon affiliate marketing. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, banks, broker-dealers, family offices, pension funds, and high-net-worth individuals.
James S
Series 66
Chicago, IL
SpiderRock Advisors, LLC
James Schmelter II is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked at BlackRock Investments LLC since 2024. His prior experience includes roles at BlackRock and C.W. Henderson & Associates. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach combined with quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays to manage portfolio exposures and enhance yield, serving a diverse client base that includes asset managers, registered investment advisors, banks, and high-net-worth individuals.
Adam B
Series 65, Series 66
Venice, CA
SpiderRock Advisors, LLC
Adam Butterfield is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at BlackRock and its affiliates since 2017, with prior experience at Lucas Group and Stout Risius Ross. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, registered investment advisors, and high-net-worth individuals.