James Bertoni
About James Bertoni
James Bertoni is the Senior Vice President at Jefferies, with a career spanning roles at QTX Systems, SunTrust Robinson Humphrey, and Deutsche Bank. He holds a BS in Finance from Lehigh University and has developed proprietary applications for machine learning solutions in trading.
Company
James Bertoni is currently employed at Jefferies, a major global financial services firm. He holds the position of Senior Vice President, a role he has been serving in since 2019. Jefferies operates out of 520 Madison Ave and Bertoni's specific contributions focus on leveraging machine learning solutions to enhance trading and sales effectiveness.
Title
James Bertoni is the Senior Vice President at Jefferies. His tenure at Jefferies spans multiple roles, beginning as a Vice President from 2017 to 2019 before advancing to his current position. His work heavily involves the development of sophisticated trading models and overseeing strategic financial initiatives.
Education and Expertise
James Bertoni studied at Lehigh University's College of Business, where he received a BS in Finance. He furthered his education at Villa Rosa, Syracuse University in Florence in 2003-2004. His expertise covers areas such as machine learning applications for sales trading, global cash equities targeting models, and fixed income trading models for various markets.
Background
James Bertoni has a comprehensive background in finance and investment banking, having worked at multiple prestigious firms. He started his career at Deutsche Bank, where he held various roles from Analyst Internship Programs to Trading Assistant and Associate in Sales: Investment Grade Credit. His career then progressed to SunTrust Robinson Humphrey and QTX Systems, before joining Jefferies.
Achievements
James Bertoni has developed several proprietary applications delivering actionable machine learning solutions for sales trading and trading desks. He has overseen the delivery of global cash equities targeting models and led the development of IOI client targeting models to mitigate information slippage. Bertoni also manages the creation of fixed income trading models for various credit trading desks and drives strategy for investment banking models focusing on biotech and activism targets.