Carrick Lane’s partners and senior leaders have spent their careers inside options markets, managing portfolios through changing market conditions. They run the strategies, manage client relationships and own the firm.
Allan Kennedy, CFA
Responsible for firm strategy and Carrick Lane's principal client and business relationships. More than 25 years driving the growth of actively managed options businesses, from startup through multi-billion-dollar scale.
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Ken Kwalik
Architect of Carrick Lane's core put-writing strategy. More than 25 years managing options programs on behalf of private and institutional clients at several leading institutions.
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Howard Cheng
Responsible for risk policy and oversight across all investment strategies. More than 30 years in risk management and trading across sell-side and buy-side environments, most recently as Director of Macro Risk at Balyasny Asset Management.
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Tim Knowles
Responsible for portfolio management and trading of the firm’s put and call writing investment strategies. More than 20 years managing single-stock and index option strategies.
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John Marshall
Leads strategy and product development. Spent 25 years at Goldman Sachs, most recently as Head of Derivatives Research. Published more than 4,500 options trade recommendations and authored widely cited research on systematic options strategies.
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Peter Montgomery
Responsible for the firm’s strategy, business operations and oversight of the compliance program and external service providers. More than two decades of experience in options-based strategies and alternative investments.
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Andrew Costagliola
Responsible for platform and client onboarding, trade support and all business processes. More than 20 years in options-based strategies, including 17 years at Credit Suisse.
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Jessica Zhang
Responsible for platform and client onboarding, trade support and all business processes. 4 years at UBS.
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