BTIG Executive and Leadership Team

Carlos Fragio, the Chief Executive Officer at BTIG, directs the firm's overarching strategic vision and operational execution. Fragio guides the company's expansion across diverse financial markets, ensuring alignment with its core mission of delivering specialized brokerage, institutional sales, and investment banking solutions. Overseeing key functional areas, Carlos Fragio drives initiatives that enhance client engagement and market positioning. This leadership role involves fostering innovation within the firm's service offerings, particularly in complex financial transactions and strategic advisory engagements. By focusing on deep expertise across multiple asset classes, Fragio ensures BTIG maintains its competitive edge. The Chief Executive Officer's purview includes optimizing the firm's global operations and reinforcing its reputation as a trusted intermediary for institutional clients and corporations seeking tailored financial strategies.

Scott Kovalik, the Founder & Chief Executive Officer & Chairman at BTIG, establishes the foundational principles and long-term direction for the firm. Kovalik's leadership encompasses setting the strategic agenda and governance framework that underpins BTIG's comprehensive financial services. As Founder, Scott Kovalik instills the company's core values of specialized market knowledge and personalized client service. The Chairman role involves guiding the board and ensuring robust corporate oversight. This executive drives the firm's commitment to delivering expert brokerage, institutional sales, and investment banking solutions to institutional clients and corporations. Kovalik's influence extends to shaping the firm's culture and its approach to complex financial transactions and advisory engagements. By championing innovation and client-centricity, Scott Kovalik ensures BTIG remains a versatile and respected partner in navigating intricate financial landscapes.

Andrew Dalgleish, the Co-Head of BTIG Asia-Pacific & Chief Executive Officer, BTIG Australia Limited at BTIG, spearheads the firm's strategic initiatives and operational oversight within the Asia-Pacific region. Dalgleish directs the expansion and management of BTIG's specialized brokerage, institutional sales, and investment banking services across Australia and broader Asian markets. The Chief Executive Officer, BTIG Australia Limited role involves tailoring the firm's offerings to meet the unique demands of regional institutional clients and corporations. Andrew Dalgleish ensures that BTIG's deep expertise in multiple asset classes is effectively deployed to facilitate complex financial transactions and provide strategic advisory engagements. By cultivating strong regional relationships, Dalgleish reinforces BTIG's position as a versatile partner, driving growth and delivering personalized solutions within this critical geographic focus. Dalgleish's leadership ensures robust market presence and client engagement throughout the Asia-Pacific territory.

Jennifer Mermel, the Chief Operating Officer at BTIG, manages the day-to-day operational efficiency and strategic execution across the firm's diverse business units. Mermel oversees the integration of services, ensuring seamless delivery of brokerage, institutional sales, and investment banking solutions to institutional clients and corporations. The Chief Operating Officer focuses on optimizing internal processes and resource allocation to support complex financial transactions and advisory engagements. Jennifer Mermel's responsibilities include enhancing operational scalability and reinforcing BTIG's ability to serve as a trusted intermediary in global markets. By driving operational excellence, Mermel contributes directly to the firm's competitive advantage, ensuring personalized client service and tailored solutions that meet specific market conditions. Mermel's leadership ensures that BTIG's operational framework effectively supports its specialized market knowledge and client-centric approach.

Thomas Garside, the Managing Director, Chief Operating Officer APAC at BTIG, directs the operational framework and execution strategies for the Asia-Pacific region. Garside ensures the seamless delivery of BTIG's specialized financial services, including brokerage, institutional sales, and investment banking, to clients across APAC. The Chief Operating Officer APAC role focuses on optimizing regional operations to support complex financial transactions and strategic advisory engagements. Thomas Garside drives efficiency and integration across BTIG's service offerings within the territory, reinforcing the firm's commitment to personalized client service. By managing regional resources and processes, Garside enhances BTIG's competitive positioning and its ability to act as a trusted intermediary. Garside's operational leadership ensures that the firm's deep market expertise is effectively translated into tailored solutions for clients navigating the dynamic APAC financial landscape.

Richard Jacklin, the Chief Operating Officer Securities at BTIG, oversees the operational integrity and efficiency of the firm's securities division. Jacklin directs the execution of complex trading strategies and ensures the smooth functioning of brokerage operations, facilitating capital deployment for institutional clients. The Chief Operating Officer Securities role is pivotal in integrating advanced trading technology and market intelligence to support BTIG's institutional sales and investment banking practices. Richard Jacklin focuses on optimizing processes that enable efficient market access and robust execution capabilities. By ensuring operational excellence within the securities segment, Jacklin contributes significantly to BTIG's ability to deliver specialized financial solutions and maintain its reputation for personalized client service. Jacklin's leadership reinforces the firm's commitment to providing tailored solutions that address specific client objectives in the global securities markets.

Emmanuel B., the Chief Information Officer at BTIG, architects and oversees the firm's entire technology infrastructure and digital strategy. B. directs the development and implementation of advanced trading technologies and market intelligence systems that empower BTIG's brokerage operations and institutional sales divisions. The Chief Information Officer ensures the technological backbone supports the firm's ability to facilitate efficient capital deployment and connect sophisticated investors with market opportunities. Emmanuel B. also drives cybersecurity initiatives and data management protocols, safeguarding sensitive client information and proprietary systems. This role is critical in maintaining BTIG's competitive positioning by leveraging technology to enhance service delivery and operational efficiency across all business segments, including investment banking and advisory services. B. ensures technology investments directly support the company's mission of providing specialized financial solutions.

James Aniello, the Head Managing Director, Co of Institutional Equity Trading at BTIG, leads critical aspects of the firm's institutional equity trading operations. Aniello directs strategies that connect sophisticated investors with market opportunities, leveraging deep expertise in equity markets. The Co of Institutional Equity Trading role involves managing execution capabilities and ensuring efficient capital deployment for clients. James Aniello's leadership focuses on enhancing the firm's trading technology and market intelligence to provide superior service. This executive plays a key part in reinforcing BTIG's position as a trusted intermediary by facilitating complex financial transactions within the equity space. Aniello's operational oversight contributes directly to the firm's ability to offer tailored solutions and personalized client service, supporting the overall mission of delivering specialized brokerage and sales expertise.