John R. Beldy
John has over 25 years of experience managing, trading and developing options strategies as well as institutional level experience in index arb trading, risk management and portfolio analysis.
In 2021, John joined Exceed Investments as a partner to lead on its SMA initiative inclusive of launching a Covered Call strategy, which combines passive ETF investing with an active options overlay in seeking to deliver attractive returns with dampened volatility – a strategy managed by him since 2013 at another firm, in which Exceed has acquired a 50% ownership interest.
Before joining Exceed, John was a Manager of Options Trading for 15 years at Charles Schwab Institutional, where he was instrumental in creating structured option hedging strategies for Financial Advisors. In addition, he developed analytical tools to improve hedging and obtain the best execution. To promote Schwab’s capabilities in options trading, John partnered with Schwab’s business development offices and relationship managers. He would consistently lead the conversation with prospects and existing clients.
Prior to joining Charles Schwab, John was a Managing Member and Index Arbitrage Trader at Sovereign Capital Partners. He distinguished himself in the areas of ETF market making, index arbitrage, risk management, and portfolio analysis.
Prior to that, John worked as an equity options market maker on the American Stock Exchange, responsible for the trading and risk management of a portfolio of options on highly volatile equities such as Motorola and Intel. John started his career on the Pacific Options Exchange, in addition to his Market Making responsibilities on Technology stocks, such as Applied Materials and Microsoft, he assisted in the development of the PSE Technology Index.
John earned an MBA from Pepperdine University and a BS in Finance from Bryant University. He currently lives in the Denver area with his wife and son.