Markets are volatile – possibly the most in your lifetime! ZEGA Financial will systematically utilize hedging methodologies to manage risk predominantly through the use of index ETF’s and protective options.
A hedged portfolio matched to risk tolerance is intended to deliver impressive performance. At the same time, we want you to have peace of mind, so you'll sleep better at night knowing your investments are protected.
ZEGA Financial abides by the Five Iron Rules that define our methodology and remove emotional decision making from the process:
ZEGA Financial Principals:
- Hedge Every Investment
- Know Your Risk Metrics
- A Smart Portfolio = Long Term + Diversification
- Unleash Your Inner Guru
- Harvest Your Gains and Losses
By diversifying through low cost Exchange Traded Funds (ETFs) and using Protective Options, ZEGA Financial's goal is to reduce the volatility in portfolio performance and deliver higher long-term returns.
Wayne Ferbert and Jay Pestrichelli have partnered to form ZEGA Financial. For years, Wayne and Jay partnered at TD Ameritrade to launch innovative new products for their online clients. Now, they are looking to build more personal client relationships thru ZEGA Financial.
Wayne Ferbert is a co-founder and principal of ZEGA Financial, LLC.
He has spent his entire 17-year career in financial services with 10 of them in the on-line brokerage segment with TD Ameritrade. In addition to managing Business Development as a member of the Senior Operating Committee at Ameritrade, which included M&A and Market Research, he also ran Product Development. Prior to Ameritrade, he worked in planning & analysis roles at a Fortune 500 Insurance firm and then a Fortune 500 Bank.
Wayne has an MBA in Finance from Loyola ( Md. ) and BSBA in Finance from Bucknell University. He has his series 65 license, He resides in Ellicott City, Maryland with his family and has 3 daughters ages 6, 8, & 9 and coaches youth soccer.
Jay Pestrichelli is a co-founder and principal of ZEGA Financial, LLC.
He has 20 years experience in business management with 12 years in the on-line brokerage field with TD Ameritrade and Datek Online. As the manager of the Active Trading business, he helped drive it to become #1 in trade volume of US brokers.
During that time he was a regular contributor as a subject matter expert on CNBC's Fast Money, provided video interviews for CNN, and been regularly quoted in publications such as The Wall Street Journal and Smart Money. Licenses include series 7, 63, 65, 24, 4, & 3. Jay resides in Omaha, Nebraska with his wife Lynn and son Zander.
Address: 15122 Newport Ave Omaha, NE 68116