Meet the Team

Wilshire’s leadership is composed of an interdisciplinary team with vast experience in quantitative finance, portfolio management and alternative assets.

William Herrmann

Managing Partner

Mason Stark

Partner and Head of Asset Management

William Cai

Partner

Garrette Furo

Partner

Alexander Chang

Partner

William Herrmann

Managing Partner

Mason Stark

Partner and Head of Asset Management

William Cai

Partner

Garrette Furo

Partner

Alexander Chang

Partner

William Herrmann

Founder and Managing Partner

Bill Herrmann is the Founder of Wilshire Phoenix and is the firm’s Managing Partner. Prior to establishing Wilshire Phoenix, Bill served for 10+ years at BNY Mellon in a variety of roles across several global teams, most recently as Vice President of BNY Mellon’s Dealing and Trading Group, where he managed a credit risk portfolio of over $10BB. During his tenure, Bill led in the successful closing of 125+ transactions, collectively exceeding $50BB in new issuances. He was honored with multiple awards and accolades for his contributions at BNY Mellon from his successful management of risk and compliance matters as well as for the delivery of superior client relationship management.

Bill completed undergraduate studies at Clarion University of Pennsylvania and graduate studies at New York University. In addition to his responsibilities at Wilshire Phoenix, he is also the elected and current Director of the Hedge Fund Association’s New York Region.

William Herrmann

Founder and Managing Partner

Bill Herrmann is the Founder of Wilshire Phoenix and is the firm’s Managing Partner. Prior to establishing Wilshire Phoenix, Bill served for 10+ years at BNY Mellon in a variety of roles across several global teams, most recently as Vice President of BNY Mellon’s Dealing and Trading Group, where he managed a credit risk portfolio of over $10BB. During his tenure, Bill led in the successful closing of 125+ transactions, collectively exceeding $50BB in new issuances. He was honored with multiple awards and accolades for his contributions at BNY Mellon from his successful management of risk and compliance matters as well as for the delivery of superior client relationship management.

Bill completed undergraduate studies at Clarion University of Pennsylvania and graduate studies at New York University. In addition to his responsibilities at Wilshire Phoenix, he is also the elected and current Director of the Hedge Fund Association’s New York Region.

Garrette David Victory Furo, CAIA

Partner

Garrette David Victory Furo, CAIA, is a Partner of Wilshire Phoenix. Garrette is an early adopter of cryptocurrencies who specializes in financial products and financial technology related to blockchain technology. Mr. Furo has supported the public and private sector on related matters including mature ventures, bulge-bracket banks and family offices. Previous to his tenure in the digital asset space via his consultancy, Liechtquanta, Garrette was a neurobiology researcher at Columbia University Medical School.

Garrette holds a molecular biology and alternative investments dual degree from Hampshire College and is a recognized member of the Chartered Alternative Investment Analyst (CAIA) association.

Garrette David Victory Furo, CAIA

Partner

Garrette David Victory Furo, CAIA, is a Partner of Wilshire Phoenix. Garrette is an early adopter of cryptocurrencies who specializes in financial products and financial technology related to blockchain technology. Mr. Furo has supported the public and private sector on related matters including mature ventures, bulge-bracket banks and family offices. Previous to his tenure in the digital asset space via his consultancy, Liechtquanta, Garrette was a neurobiology researcher at Columbia University Medical School.

Garrette holds a molecular biology and alternative investments dual degree from Hampshire College and is a recognized member of the Chartered Alternative Investment Analyst (CAIA) association.

William Cai

Partner

William Cai is a Partner of Wilshire Phoenix and brings with him a vast experience of quantitative finance and risk management. Before joining Wilshire Phoenix, Will was a trader at JPMorgan for over ten years, managing billion-dollar risk portfolios across different asset classes including credit, equities, and most recently in commodity futures. In addition to his trading responsibilities, Will managed teams, oversaw projects, and had extensive experience with regulatory and legal matters in structured products.

Will graduated from Harvard University with a Bachelor of Arts in Physics, and holds a Master of Science in Mathematics in Finance from New York University.

William Cai

Partner

William Cai is a Partner of Wilshire Phoenix and brings with him a vast experience of quantitative finance and risk management. Before joining Wilshire Phoenix, Will was a trader at JPMorgan for over ten years, managing billion-dollar risk portfolios across different asset classes including credit, equities, and most recently in commodity futures. In addition to his trading responsibilities, Will managed teams, oversaw projects, and had extensive experience with regulatory and legal matters in structured products.

Will graduated from Harvard University with a Bachelor of Arts in Physics, and holds a Master of Science in Mathematics in Finance from New York University.

Alexander Chang

Partner

Alexander Chang is a Partner of Wilshire Phoenix and Abesgami and has built his career on complex financial instrumentation. Before joining Wilshire Phoenix, Alexander was employed at J.P. Morgan from 2009 to 2017. He most recently served as a Vice President at J.P. Morgan, during which time he structured both linear and non-linear equity as well as cross asset derivative transactions for a global institutional investor base. The underlying exposure merged a broad spectrum of proprietary quantitative strategies.

Alexander is a graduate of Columbia University School of Engineering and Applied Sciences with a Bachelor of Science in Applied Mathematics. Alexander also holds each of the Series 7, 55 and 63 Licenses.

Alexander Chang

Partner

Alexander Chang is a Partner of Wilshire Phoenix and Abesgami and has built his career on complex financial instrumentation. Before joining Wilshire Phoenix, Alexander was employed at J.P. Morgan from 2009 to 2017. He most recently served as a Vice President at J.P. Morgan, during which time he structured both linear and non-linear equity as well as cross asset derivative transactions for a global institutional investor base. The underlying exposure merged a broad spectrum of proprietary quantitative strategies.

Alexander is a graduate of Columbia University School of Engineering and Applied Sciences with a Bachelor of Science in Applied Mathematics. Alexander also holds each of the Series 7, 55 and 63 Licenses.

Mason Stark

Partner and Head of Asset Management

Mason is a Partner of Wilshire Phoenix and is the Head of its Asset Management Group. He has over 25 years of experience in the hedge fund industry and capital management. Mason began his career at Granite Capital as an Equities Analyst and Trader, before leaving as the Head of Granite’s Trading in 2000 to join Ramius Capital Group (RCG). At RCG, Mason built the Hedged Equity group managing more than a billion of gross invested capital at its peak, and where he held a position of Managing Director. In 2010, Mason went on to found Ballast Capital, LP, with two other original members from RCG, and was successfully seeded by Investcorp. From Ballast, Mason went on to numerous consulting appointments, including Ambi Advisors and wealth management with The Healy Group. Mason is a graduate of Sarah Lawrence College with a B.A in Economics and International Relations. Mason has also obtained the Series 7, 56, 63 and 65 Licenses.

Mason is a graduate of Sarah Lawrence College with a Bachelor of Arts in Economics and International Relations. Mason has also obtained each the Series 7, 56, and 63 Licenses.

Mason Stark

Partner and Head of Asset Management

Mason is a Partner of Wilshire Phoenix and is the Head of its Asset Management Group. He has over 25 years of experience in the hedge fund industry and capital management. Mason began his career at Granite Capital as an Equities Analyst and Trader, before leaving as the Head of Granite’s Trading in 2000 to join Ramius Capital Group (RCG). At RCG, Mason built the Hedged Equity group managing more than a billion of gross invested capital at its peak, and where he held a position of Managing Director. In 2010, Mason went on to found Ballast Capital, LP, with two other original members from RCG, and was successfully seeded by Investcorp. From Ballast, Mason went on to numerous consulting appointments, including Ambi Advisors and wealth management with The Healy Group. Mason is a graduate of Sarah Lawrence College with a B.A in Economics and International Relations. Mason has also obtained the Series 7, 56, 63 and 65 Licenses.

Mason is a graduate of Sarah Lawrence College with a Bachelor of Arts in Economics and International Relations. Mason has also obtained each the Series 7, 56, and 63 Licenses.