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Simon Drake, CFA

Simon Drake, CFA

Followers of Simon Drake, CFA5000 followers
location of Simon Drake, CFANew York, New York, United States

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  • Timeline

  • About me

    Associate Investment Officer @ Rokos Capital Management | Portfolio Management, Fundamental Analysis, Risk Assessment, Capital Markets, Arbitrage

  • Education

    • Harvard University

      2003 - 2007
      Bachelor of Arts (B.A.) Economics

  • Experience

    • J.P. Morgan

      Jun 2006 - Aug 2019

      • Convertibles Trader

        May 2015 - Aug 2019

      • Credit Trader

        Jun 2006 - May 2015

    • Bluefin Capital Management

      Aug 2019 - Mar 2022
      Convertibles Portfolio Manager

    • DV Trading LLC

      Mar 2022 - Jun 2024
      Convertibles Portfolio Manager

    • Rokos Capital Management

      Jul 2024 - now
      Convertibles, Associate Investment Officer

      Convertibles

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Oct 2007

    • CFA

      CFA Institute

    • Series 24

      FINRA
      Apr 2017

    • Series 57

      FINRA

    • Series SIE

      FINRA

    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Oct 2007

  • Volunteer Experience

    • Director, Advisor

      Issued by FinLit Foundation on Aug 2014
      FinLit FoundationAssociated with Simon Drake, CFA

    • Building Committee Member

      Issued by Christ Church of Short Hills on Jan 2014
      Christ Church of Short HillsAssociated with Simon Drake, CFA