Indianapolis Registered Investment Advisory
Firm
INDIANAPOLIS, May 1, 2024
/PRNewswire/ -- Sheaff Brock announced the addition of Nathan Harshman as Senior Equity &
Derivatives Trader to its investment team. In this role, Nathan
will be responsible for managing and developing option strategies,
handling day-to-day trading for the firm's option strategies, and
assisting in trade reporting and risk management on the firm's
separately managed accounts.
Nathan
Harshman brings an incredible depth of experience to Sheaff
Brock as Senior Equity & Derivatives Trader.
Having begun his finance career in 2007 at Schwab, Nathan served
in a variety of roles during his 16-year tenure there, including
Senior Registered Options Principal and manager of the Derivatives
and Surveillance desk. He wrote and guided Schwab's policy for
derivatives products. Then, working closely with Schwab's Margin
& Risk Management leaders, he identified and assessed risks
associated with options and futures products and directed solutions
to help mitigate the impact of those risks for clients of the firm.
This included identifying and monitoring specific Cboe guidelines
around position limits and direct work with clients to remain in
compliance with regulatory requirements.
Drawing from his extensive knowledge of specialized products, he
led initiatives to train and develop brokers advancing to positions
with their equity trading, derivatives, and margin teams. Nathan
also worked with senior leadership directing the integration of
Schwab and TD Ameritrade, using his specific knowledge of
derivatives to identify key differences between the firms and help
facilitate a more consistent client experience.
"Nathan brings an incredible depth of experience to his role as
Senior Equity & Derivatives Trader, and we're extremely excited
that he's part of our investment team," says Dave Gilreath, Sheaff Brock Managing Director
and Chief Information Officer. "We're looking forward to the year
ahead."
About Sheaff Brock:
Sheaff Brock is an
SEC-registered, fee-only independent investment firm striving to
enhance portfolios of growth- and income-oriented investors,
managing $1.5 billion in assets
nationwide as of 03/31/2024. Managing Director David
Gilreath contributes investment commentary to CNBC.com,
ThinkAdvisor, Medical Economics, and Financial
Advisor magazine.
For more information please visit sheaffbrock.com. Please read
our SEC regulatory disclosure here.
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SOURCE Sheaff Brock Investment Advisors, LLC