User:Adamwestphalen

Adam Westphalen

Headline text
Adam Westphalen is an American S&P 500 Index futures trader and portfolio manager, with offices in Westport, CT.

Education
Mr. Westphalen graduated with a BS In Finance from Lehigh University in 1994 and earned an MBA from Cornell University's Johnson Graduate School of Management in 2007.

Career
A consultant in the FSIP/Broker Dealer unit of PriceWaterhouse LLP until departing in 1996. After a brief stint in the operations department, directly supporting the founder, Adam left SAC Capital Advisors, LLC to begin his own Investment Advisory practice. Over nearly 15 years of trading, he gravitated toward technical analysis and extensive risk management measures in portfolio construction, using options as a strategic tool, as opposed to a speculative tool.

Mr. Westphalen's firm, Mosaic Futures Strategists LLC, is one of the first firms to utilize the weekly options on the E Mini S&P 500 Index contracts (created by CME Group). Thus, with rare exception, his style is to always implement a position with at least two legs of the trade (a short position with a "protective" call or a long position with a "protective put") while monitoring the position in an effort to add the third and final leg.