Chad Shirley has been an active analyst and investor in the real estate and stock market for the past 25 years. He currently serves as VP of Business Development for Quantum Trading Technologies, a multi-million dollar finetech software development company. He is also the Co-Founder of Synergistics LP fund which is an alternative investment management firm employing non-equity correlation investment strategies for institutional and high-net worth clients. He formerly worked as an private consultant to institutional-level traders and investors for the past 10 years focusing on equities, commodity futures, currencies & options.
Chad was heavily involved with business development, marketing, and coordinating the largest stock market training education firm throughout the United States and abroad. Specialized in helping deliver clarity of messaging, media and expertise to audiences seeking to learn successful trading strategies. Co-developed fintech software, and mentored self-directed clients on how to use those tools, and continuing education on investment and risk management of stocks, options and other advanced derivative trading markets. Trained and mentored tens of thousands of private investors and hedge fund traders to become long term profitable through educational seminars, coaching and research. Core focuses around teaching proper portfolio management, based on one’s individual risk profile.
Chad has worked on global trading desks executing trades and large block order flow for hedge funds, banks, institutional investors, commodity trading advisors, and high net worth individuals. Dedicated solely to running and maintaining a client-based business. Established a network of interbank relationships with the top-tier banks which gave his firm the ability to provide deep liquidity to all our clients regardless of size. Helped orchestrate $20+ billion USD notional in prime brokerage credit lines for the firm with various large global banks for counterparty give-up agreements.
Chad has raised capital and allocated funds to hedge funds, Commodity Trading Advisors and Commodity Pool Operators. Managed, traded and hedged billions of USD notional Spot/Forward/Outrights in the Cash Foreign Exchange market for corporates. Core competencies include thorough market knowledge and research analysis, based on years of experience, and through industry contacts. Developed the ability to provide market surveillance with pertinent and accurate commentary on a continuous basis. Provided both in-depth fundamental analysis of all global markets as well as quantitative technical analysis.
Chad was a former registered investment advisor and private wealth manager, who advised clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies. Held multiple securities licenses: Series 3, Series 34, Series 6, Series 7, Series 63, & Series 65. Also licensed in Life & Health insurance.
In addition to working on institutional trade desks, Chad has also worked as a private family office investment consultant, managing fixed income and equity portfolios within trust and asset management banking units.
Chad is happily married to his perfect wife, Stephenie. They have 2 amazing children, and 7 wonderful grandchildren. Oh, and 2 cute little 4-legged rascals. Chad attends Silverdale Baptist Church. Enjoys learning, reading, sports and outdoor activities of all kinds.