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Olivia V

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey clubs and camps, including the Wizards Field Hockey Club and College of the Holy Cross Field Hockey Camp. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm uses systematic, technical, and rules-based processes along with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays, offering specialized portfolio and collateral management services.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Kyle S

Series 63, Series 66

Chicago, IL

SpiderRock Advisors, LLC

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Christian W

Series 63, Series 65

Chicago, IL

SpiderRock Advisors, LLC

Christian Weichsel III is a financial advisor with SpiderRock Advisors, LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments LLC and Citigroup. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based processes alongside quantitative and fundamental analysis to manage option-based hedges and overlays. The firm serves a diverse client base including asset managers, registered investment advisers, family offices, and pension funds, and is registered with the Commodity Futures Trading Commission as a commodity trading advisor.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Alexander W

Series 63, Series 66

Chicago, IL

SpiderRock Advisors, LLC

Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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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.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Travon L

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Daniel H

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Grace K

Series 63, Series 65

Chicago, IL

SpiderRock Advisors, LLC

Grace Kramer is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at BlackRock Investments LLC and PNC Capital Markets, LLC. Outside of finance, she has worked in the food industry with Bourbon Barrell Foods. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, quantitative, and rules-based approaches that combine derivatives and traditional securities. The firm offers specialized overlay and strategy management services supported by proprietary technology and is an indirect subsidiary of BlackRock.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Anna Claire M

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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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.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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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. His prior roles include positions at BlackRock Investments LLC, Sentinus-Halo Securities LLC, Northern Trust, and Goldman Sachs. Outside of his advisory work, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in affiliate marketing on platforms like Etsy and Amazon. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors, family offices, and high-net-worth individuals. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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James S

Series 66

Chicago, IL

SpiderRock Advisors, LLC

James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Tyler C

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Sophie E

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Sophie Evans is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC and UBS Financial Services, Inc. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including other asset managers and high-net-worth individuals. The firm combines systematic and quantitative approaches with fundamental analysis to manage option-based hedges and overlays, offering customized portfolio and risk management solutions.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Shamus F

Series 66

Chicago, IL

SpiderRock Advisors, LLC

Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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