Our Team
RICHARD (RICK) SANDULLI
Richard (Rick) Sandulli
Co-CEO, Partner
Rick, with 36 years of experience, was a Managing Director and head of Equity Structured Products in North America for Morgan Stanley where he was also head of global new product development and marketing for both the institutional and retail structured derivatives products markets globally. Prior to Morgan Stanley, Rick was a Director of Global Equity Derivatives and the original founder of the institutional and retail structured products businesses beginning at Merrill Lynch in 1992. A former outside product advisor to the American Stock Exchange, Rick started his career as an investment banker specializing in convertible bonds, structured derivative products, MLPs, ’40 Act funds, tax, securitization, and other specialized derivative and capital markets products. After Morgan, Rick was Managing Director and Global Head of Structured and Derivatives Products for Wachovia/Wells Fargo and was President and Partner of Fore Research and Management, a $3.0Bn multi-strategy hedge fund based in New York. Rick received his B.S. in mathematics/computer science from Duke University and his MBA in finance from the University of Chicago.
JAMIE GREENWALD
Jamie Greenwald
Co-CEO, Partner
Jamie, with 38 years of experience, was a Managing Director at Morgan Stanley in charge of the Global Structured Products Business and Global Product Innovation team within the Equity Division for over ten years. At Morgan Stanley Jamie was also in charge of the equity division’s IP portfolio, global cost management, headcount reduction programs, and certain new technology initiatives. Jamie was based both in New York and in London during his decade with Morgan Stanley. Before Morgan Stanley Jamie lead the Merrill Lynch Institutional Derivative and Structured Products marketing team in the USA (1990 through 1995). Prior to Merrill Lynch Jamie began his career at Bankers Trust as a multi-asset class structured-product development specialist (1986 through 1990). Jamie served on the board of Curvature, a technology company eventually sold to a P/E firm, for eight years, and is currently a director of a Singapore-based systematic commodity futures trading fund, Transcend Global Pte, Ltd., where he is also a co-founder. Jamie spent much of the past twenty years prior to founding Metaurus (2016) investing directly in commercial real estate and other public and private hard asset related investments. Jamie is happily married to his wife Ren and resides both on the East Coast and in Texas.
SEAN DILLON
Sean Dillon
CMO, Senior Managing Director, Partner
Sean, with 29 year of industry experience, was part of the investment product management team at Cowen & Company, responsible for high yield credit and distressed debt content and distribution. He had also held the position of head of US equity sales-trading for international clients covering the US, Europe and the Middle East. Prior to joining Cowen, Sean spent 14 years at Credit Suisse in equity sales & trading in London and NY heading the international sales-trading team for US equities. His more recent role at CS was on the firm’s Multi-Asset desk focusing on hedge fund content and trading in equities, options, CDS, and corporate bonds. Sean started his career on the floor of the commodities exchange. He then joined the portfolio management group at Prudential Fixed Income Advisors. Sean received his BS from Cornell University and his MBA in finance from Columbia University.
DONALD M. CALLAHAN
Donald M. Callahan
CFO, Senior Managing Director, Partner
Don, as part of his 39 years of experience, worked as a managing director at Morgan Stanley from 1999 to 2012, where he was co-head of the financial institutions group within global capital markets in North America and led the insurance solutions business. Prior to Morgan Stanley, Don spent several years investing as a partner in a hedge fund and then as a proprietary trader at Lehman Brothers. He started his career at Goldman Sachs, where he spent nine years in derivatives sales and marketing. From 2013 to 2017, Don was a Managing Principal of Vanbridge LLC, a firm providing intermediation and advisory services related to insurance, reinsurance and capital markets to the alternative asset management industry. Don is a graduate of the University of Michigan and completed his MBA at Cornell University.
RICHARD P. SILVA JR.
Richard P. Silva Jr.
CIO, Senior Managing Director, Partner
Rick, with 32 years of industry experience, was most recently at Wells Fargo Securities where he held several senior-level positions including, Global Co-Head of Equities and Investment Solutions. In this role, Rick was responsible for overseeing the firm’s Cash Equity and Equity Derivatives sales and trading businesses as well as the firm’s multi-asset class structured notes platform. While at Wells, Rick also served as President of Wells Fargo Portfolio Risk Advisors, an SEC-registered investment advisor specializing in the design and implementation of equity-derivative overlay strategies for institutional investors. Prior to Wells Fargo, Rick was a Managing Director at Morgan Stanley in the firm’s Equity Structured Products Business. Rick also worked as an index-derivatives trader for Merrill Lynch. Rick began his career in Corporate Finance at Dean Witter Reynolds. Rick graduated from Washington & Lee University in Lexington, VA with a B.A. in Economics and holds a CFA designation.
BRENDAN GREENWALD, CFA
Brendan Greenwald, CFA
PM, Managing Director
Brendan is a Managing Director at Metaurus. His responsibilities include portfolio management, marketing and sales, and product development for the company’s ETF suite. Prior to his role at Metaurus, Brendan was an Associate at Morgan Stanley for four years, focusing primarily on portfolio analysis and construction, investment research, and client management for institutional and high net wealth investors. Brendan received his B.S. in Finance from the University of Vermont and is a CFA charterholder.
ARI BURSTEIN
Ari Burstein
Managing Director, General Counsel, CCO, Partner
Ari Burstein is a Managing Director, and the General Counsel and Chief Compliance Officer of Metaurus Advisors LLC, serving in these roles since joining the firm in November 2017. Ari is, responsible for all legal, regulatory and compliance aspects of Metaurus’ business. From 2008-2017, Ari served as General Counsel and Chief Compliance Officer of Fore Research & Management, LP, an SEC Registered Investment Adviser and Commodity Pool Operator, whose clients included hedge funds, managed accounts, and UCITS, with peak assets of around $3 billion. Prior to joining Fore, Ari served as a senior counsel at the SEC in the Division of Enforcement from January 2004 to March 2008. Before joining the SEC, Mr. Burstein was associated with two international law firms, Morgan, Lewis & Bockius, LLP, and LeBoeuf, Lamb, Greene & MacRae, LLP, where he specialized in commercial and securities litigation. Ari received his B.A. from Binghamton University, with Outstanding Academic Distinction and was elected to Phi Beta Kappa; he received his law degree from the University of Pennsylvania Law School, where he served on the executive board of the University of Pennsylvania Law Review.
ADAM WAN
Adam Wan
Principal, Head of Global Operations
Adam as Head of Global Operations at Metaurus Advisors, LLC has operational experience across all asset classes and most global markets. Prior to joining Metaurus, Adam was a Vice President at Fore Research & Management, LP, a SEC registered investment adviser of hedge funds, CLO, UCITS and managed accounts with peak of $3+ billion asset under management. Adam had 12 years of experience in hedge fund operations and was responsible for all hedge fund middle office and back office activities. Adam graduated from University of Toronto with a Bachelor of Commerce in Finance and Economics and is a CFA charterholder.
JULES H. VAN BINSBERGEN, PHD
Jules H. van Binsbergen, PhD
Strategic Advisor
Jules van Binsbergen is the Nippon Life Professor in Finance and professor of finance at the Wharton School. He conducts theoretical and empirical research in finance and has won numerous research and teaching awards for his work. His current research is mostly in asset pricing and focuses on the relationship between financial markets and the macro economy and the organization, skill, and performance of financial intermediaries. Recent papers shed light on the real implications of stock market mispricing, the effectiveness of monetary policy, and measuring the skill of investment managers. Professor van Binsbergen’s research has appeared in leading academic journals, such as the American Economic Review, the Journal of Finance, the Journal of Financial Economics, and the Journal of Monetary Economics. He received his PhD from the Fuqua School of Business at Duke University. He has previously taught at the Stanford Graduate School of Business and the Kellogg School of Management of Northwestern University. He is a research associate at the NBER and the CEPR, a former editor and current advisory editor of the Review of Finance, and an associate editor at the Journal of Finance and the Journal of Financial Economics.