Andrew Volz
Managing Director, Head of Prime Brokerage Services at JonesTrading

Profile

Mr. Volz serves as Managing Director, Head of Prime Brokerage Services for JonesTrading based out of the New York office. Prior to JonesTrading, Andrew spent 6 years at Wells Fargo Prime Services, a technology focused Prime Services firm that Wells Fargo acquired in 2012, previously known as Merlin Securities. In his role at Wells, Andrew worked on both the product/consulting side of the business as well as in sales, where he was a top producer focusing on both emerging and large established managers. Spanning a number of roles and firms, Andrew has over 10 years experience helping funds both launch and streamline their business and operations with technology and process. Prior to joining Merlin, Andrew worked in a variety of finance and technology related roles including derivative risk management, hedge fund technology solutions, and algo/smart order routing product management. Andrew regularly speaks at industry conferences on topics such as prime services, COO/CFO alpha, business optimization, and industry regulations. Andrew has his BA from the University of Connecticut in Management of Information systems, is a CFA Charterholder and has the Series 7 and 63 industry licenses.

Agenda Sessions

  • Topic Networks (Roundtables)

    4:30pm