Summary
Overview
Work history
Education
Skills
Websites
Custom
Timeline
Generic

Brian McLeavy

Fyfield,Essex

Summary

Driven financial professional with over 30 years experience, adept at fostering long standing relationships. Spearheaded equity trading initiatives in previous positions enhancing client loyalty and delivering tailored solutions. Proven track record in risk management and strategy development, consistently achieving impactful results across European and US markets whilst maintaining strong industry partnerships.

Overview

33
33
years of professional experience

Work history

PORTFOLIO MANAGER

TCM WEALTH LTD
LONDON
11.2021 - Current
  • I currently run a long short equity portfolio in a pod as part of a successful Equity Prop trading team at TCM (subsidiary of Trium Capital)
  • Focus on large and midcap Pan European and US strategies
  • Leverage extensive relationships and research at Investment Banks and brokers.

EQUITY TRADER Tavira Securities
London
09.2012 - 10.2021
  • Provided bespoke trading services across the full investment community
  • Establishing and maintaining excellent client relationships, developing custom trading ideas for client base
  • Measuring and managing risk exposure
  • Traded across the full spectrum of stocks from large cap down to the AIM market
  • Liaised directly with senior management on forward thinking strategy
  • Built and maintained positive professional relationships for enhanced customer loyalty and continued businessgrowth

DIRECTOR

EQUITY TRADING Carax Securities
London
04.2006 - 07.2012
  • Initially joined Carax as a founding member of a new equity desk
  • Took with me a very successful team from GFI in London
  • Raised the profile of Carax's equity offering and increased order flow from our extensive client list and businesstransported from GFI
  • Reported directly to 2 senior partners in Paris & London
  • Liaised with and maintained relationships with the entire investment community serving long only, hedge fund andinvestment bank clients
  • Executed order flow across all of the major European, US and Asian bourses
  • Moved back to London in 2010 to head up develop Carax's business in the City

DIRECTOR

EQUITY TRADING GFI Group / Christopher Street
London, Paris
01.2003 - 11.2005
  • Initially joined GFI to help build a new broking desk
  • Leveraged extensive relationships at various investment banks
  • Instrumental in helping to establish Christopher Street Capital (wholly owned subsidiary of GFI Group)
  • Commenced trading with long only and hedge fund accounts supported by in house research product
  • Worked in both a trading and sales trading capacity from London and Paris offices
  • Maintained up to date knowledge of changes to trading rules and regulations

DIRECTOR

EQUITY TRADING ING Bank
London
12.2000 - 01.2003
  • Headhunted from Merrill Lynch along with sales traders playing a key role in establishing ING as a recognisable forcein the cash equity business
  • Responsible for trading Pan European TMT and Consumer sectors
  • Lead for prop trading & risk management
  • Worked on multiple client orders on a daily basis
  • Collated data including client loss ratio data, market share and historical P&L for the franchise and reported tosenior management on a regular basis
  • Researched and analysed financial information to assess trends and make forecasts on likely market movements;provided market commentary and flow information to clients
  • Maintained a profitable franchise using strong idea generation and maintaining close working relationships withsales, research and ECM

DIRECTOR

EQUITY TRADING Smith New Court / Bank of America
London
08.1992 - 12.2000
  • Appointed initially as a trainee market maker at Smith New Court which were subsequently acquired by BofA Merrill
  • Lynch
  • Worked closely with sales traders and sales to facilitate business across entire investment community
  • Provided risk and agency trading facility to the customer base
  • Traded multiple sectors in line with business requirements
  • Gained valuable experience trading multiple sectors across the floor ranging from large cap to AIM

Education

LSE Market Making Exam -

Securities & Investment Institute

US Series 7 Exam - undefined

FINRA

A-Levels - undefined

Royal Liberty School

Skills

  • Established client relationships
  • Market experience
  • Bloomberg Professional
  • Fidessa
  • GL
  • Quod
  • FIX
  • RSP
  • Cash Equities
  • Problem Solving

Custom

References available upon request

Timeline

PORTFOLIO MANAGER

TCM WEALTH LTD
11.2021 - Current

EQUITY TRADER Tavira Securities
09.2012 - 10.2021

DIRECTOR

EQUITY TRADING Carax Securities
04.2006 - 07.2012

DIRECTOR

EQUITY TRADING GFI Group / Christopher Street
01.2003 - 11.2005

DIRECTOR

EQUITY TRADING ING Bank
12.2000 - 01.2003

DIRECTOR

EQUITY TRADING Smith New Court / Bank of America
08.1992 - 12.2000

US Series 7 Exam - undefined

FINRA

A-Levels - undefined

Royal Liberty School

LSE Market Making Exam -

Securities & Investment Institute
Brian McLeavy