Dave Donnelly

Dave Donnelly

Formal First Name

Dave Donnelly is a Managing Director and Partner at SpiderRock Advisors, a leading asset manager providing customized option overlay strategies to financial advisors and institutions. Dave is responsible for business development and client portfolio management at SpiderRock. He also offers the service to financial advisors who don’t feel capable of managing option positions for their clients. Prior to joining SpiderRock, he was the Founder and President of Strategic Alpha, a quantitative strategy firm. Throughout his career, Dave has worked closely with advisors and institutions clients across a range of products, including traditional equity and fixed-income, managed futures, volatility arbitrage and private equity.

Professional Experience

Academic History

  • As Managing Director, Dave implements option trading strategies for investors to either hedge risk exposures or generate income from a portfolio.

  • He works closely with advisors and family offices, looking at their unique challenges and coming up with customized solutions by using equity derivatives.

  • He was Director of Institutional Sales at Healthios Capital Markets, and Director of Marketing at 303 Capital Partners.

  • He was Director of Sales and Marketing at Scully Capital Management, and Regional Manager at Lord, Abbett & Co.

  • He earned his undergraduate degree in Mathematics and Economics from the University of Illinois at Urbana-Champaign.

  • He received an MBA in Economics from The University of Chicago Booth School of Business.