Robert Montgomery - Head of Managed Trading Accounts

A highly experienced professional market participant across equity and commodity market asset classes, with finely tuned portfolio construction and risk management skills. Robert fuses today’s cutting edge trading technology  with traditional  day trading attributes consistently producing  returns in line with clients’ portfolio  asset mix and  risk v reward ratios. 

When not glued to his trading screens, and obsessing about risk and monitoring market action Robert enjoys Italian cuisine and listening to 1970’s soft rock.

E: robert.montgomery@casdaqtrading.com

T: +1 347 201 6158

A: Seagram Building, 375 Park Ave #2607, New York, NY 10152. USA​

MEET OUR HEAD OF MANAGED TRADING ACCOUNTS

HOW DID YOU FIND OUT ABOUT CASDAQ TRADING?

I was basically head hunted by a leading financial services recruitment agency here in New York which is owned by the wife of a very close college friend.

WHAT MADE YOU DECIDE TO JOIN OUR TEAM?

To be perfectly frank with you, the remuneration package offered was excellent. Also, the opportunity to have full autonomy over all ETF day trading strategies I found highly appealing. Finally, as my wife is from Hong Kong the job offered me the opportunity to work between NYC and Hong Kong.

WHAT DO YOU LIKE ABOUT WORKING HERE?

It’s a fast paced aggressive working environment with leading cutting edge trading technology. Plus my quants, software engineers and traders are all experts in their respective fields.

WE TALK ALOT ABOUT TEAMWORK AND COLLABORATION AT CASDAQ. WHERE DO YOU SEE THIS DEMONSTRATED IN YOUR CURRENT ROLE?

Its highly enjoyable sharing collective ideas, implementing combined knowledge and new trading strategies and employing that synergy to the advantage of both my company and our clients.

IF YOU WERE SPEAKING WITH A GRADUATE WHO WAS CONSIDERING STARTING THEIR CAREER AT CASDAQ, WHAT ADVICE WOULD YOU GIVE THEM?

Sleep, eat and breathe these markets. Take nothing for granted and be prepared to learn something new every day. Also, forget about a social life throughout the working week.

WORK US THROUGH A TYPICAL DAY IN YOUR OFFICE

Firstly, morning team meeting at 8am to go over major market trends on the Asian markets, distribution, accumulation and volume trends etc. Monitor market action on the London, Paris, and Frankfurt Markets. Analyze pre-market professional market participation stateside and then open the trading book on the bell. Throughout the trading day run short and long positions all in line with market action.

WHAT IS YOUR FAVOURITE THING ABOUT LIVING AND WORKING IN NEW YORK?

On personal level, Broadway and playing chess in Central Park on a Sunday morning, then going to Barney Greengrass for the best cream cheese and smoked salmon bagels on the Upper Westside.

On a professional level knowing I'm pitting my wits, expertise, knowledge and foresight up against the best traders this side of the Atlantic.

 

RISK DISCLAIMER

The risk of loss in trading capital market positions can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. In considering whether to trade or to authorize someone else to trade for you, you should be aware of the following:

If you run a capital market position you may sustain a total loss. If you run a capital market position or engage in off-exchange foreign currency trading you may sustain a total loss. If the market moves against your position, you may be called upon by your trader to deposit a substantial amount of additional margin funds, on short notice, in order to maintain your position. If you do not provide the requested funds within the prescribed time, your position may be liquidated at a loss, and you will be liable for any resulting deficit in your account. ​​

​​​The high degree of leverage that is often obtainable in capital markets trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains. ​

This brief statement cannot disclose all the risks and other significant aspects of the capital market trading.

​You should also be aware that this capital markets trading advisor may engage in trading foreign futures or options contracts. Transactions on markets located outside the united states, including markets formally linked to a united states market may be subject to regulations which offer different or diminished protection. Further, united states regulatory authorities may be unable to compel the enforcement of the rules of regulatory authorities or markets in non-united states jurisdictions where your transactions may be effected. Before you trade you should inquire about any rules relevant to your particular contemplated transactions and ask the firm with which you intend to trade for details about the types of redress available in both your local and other relevant jurisdictions.