BTIG Names Jennifer Bloom and Rachel Lucas Co-Heads of U.S. Capital Introduction

New York – November 29, 2018 BTIG, LLC announced today that Jennifer Bloom and Rachel Lucas, Managing Directors, have been named Co-Heads of U.S. Capital Introduction. Ms. Bloom and Ms. Lucas have been instrumental in building the Capital Introduction business, holding key leadership roles within the division for nearly a decade. In their new roles, they will continue to be based out of the firm’s New York office and will report to Peter Tarrant, Head of Business Development and Global Capital Introduction at BTIG.

Ms. Bloom and Ms. Lucas will manage an active team of Capital Introduction professionals across the New York, San Francisco and Dallas regional offices. As a value-added service offered to BTIG Prime Brokerage and Outsource Trading clients, the firm’s Capital Introduction helps fund managers increase marketing effectiveness so they can focus on successfully managing their businesses. “Whether looking to launch a new fund or diversify an existing investor base, Jen and Rachel have the expertise to help clients refine their message and enhance their overall business development efforts,” commented Mr. Tarrant. “They are both skilled professionals, and we feel confident that under their leadership we will continue to build a best-in-class platform that meets the goals of clients.”

BTIG’s Capital Introduction team works closely with hedge funds and investors to build long standing relationships and facilitate meaningful introductions. In the last year alone, BTIG Capital Introduction professionals have made more than 6,000 manager-to-investor introductions. Through an investor-centric approach, BTIG collaborates with its extensive global network of institutional investors, which includes family offices, strategic investors, fund-of-funds, RIAs, outsource CIOs, endowments and foundations, to understand their respective portfolios and investment mandates and offer thoughtful solutions. BTIG also hosts roundtables, best idea presentations and private receptions to help foster client engagement and provide access to an appropriate audience of prospective investors.

“As our business evolves and experiences dramatic growth, we continue to expand our management team by identifying key leaders with proven track records. Rachel and Jen are both experts in their field and are highly regarded by clients and investors,” noted Scott Kovalik, Co-Founder and Chief Executive Officer of BTIG. “We know that they will continue to provide excellent client service by supporting our clients with key introductions and offering helpful strategies.”


About BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 17 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities). The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.


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