Our Team

Jon Boorman joined Triune Capital Advisors in 2008 as a sales trader working with hedge funds and institutional clients.

Jon has over 20 years experience in global financial markets having worked as an Institutional Trader, Sales Trader, and Proprietary Trader in global equity, forex and futures markets for Schroders, Scudder Investments, and Lehman Bros.

Jon started his career at Schroders PLC in 1987 where after an initial period in the Operations Department he was promoted to a role within the Fund Management arm for ERISA funds later becoming responsible for Japanese and Far-East equity trading in a centralized dealing room of 12 traders.

In 1995, appointed originally by Kemper Investments as an Associate Director to establish and manage the International Trading Desk transferring trading from Chicago to London, he was responsible for global equity trading from the London office mostly in Pan-European equities whilst also transacting and administering all FX deals and trade support functions. (Kemper was later bought by Zurich Insurance which subsequently merged with Scudder).

Jon later moved to the sell side joining Lehman Bros as a Vice President in 1999 sales trading Pan-European equities to US hedge funds and institutions. He was subsequently invited to join the Proprietary Trading desk with a broad mandate encompassing Pan-European equities and US/European futures markets.

He currently holds Series 7 and 63 licenses. A UK citizen, Jon relocated to the US in 2005 and lives in South Charlotte with his wife and two children.

Return to Our Team

To learn more about Triune Capital Advisors, Contact Us to schedule a no-obligation appointment today, or call 704-714-2200.