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Meet the Executive Team

Wilshire’s leadership is composed of an interdisciplinary team with a vast experience in portfolio management, regulatory compliance, trading, risk management, and business development across numerous asset classes.

William Herrmann

Managing Partner and Founder

William Cai

Partner & Head of Wilshire Phoenix Funds

William Herrmann

Managing Partner and Founder

William Cai

Partner & Head of Wilshire Phoenix Funds

GARRETTE DAVID VICTORY FURO

Partner

Alexander Chang

Partner

William Herrmann

Founder and Managing Partner

Prior to establishing Wilshire Phoenix, Bill served for 10+ years at BNY Mellon in numerous roles across several global teams, most recently as Vice President of Dealing and Trading where he effectively managed a credit risk portfolio of over $10Bn. Additionally, Bill led in the successful closing of 125+ transactions, collectively exceeding $50Bn in new issuances. Throughout his tenure, he was honored with multiple awards and accolades for his contributions and achievements. Bill completed undergraduate studies at Clarion University of Pennsylvania and graduate studies at New York University.

In addition to his responsibilities at Wilshire Phoenix, Bill is the Director of New York for the Hedge Fund Association (HFA) and proudly serves as a Member of the Board of Directors for the National Multiple Sclerosis Society (NMSS).

William Herrmann

Founder and Managing Partner

Prior to establishing Wilshire Phoenix, Bill served for 10+ years at BNY Mellon in numerous roles across several global teams, most recently as Vice President of Dealing and Trading where he effectively managed a credit risk portfolio of over $10Bn. Additionally, Bill led in the successful closing of 125+ transactions, collectively exceeding $50Bn in new issuances. Throughout his tenure, he was honored with multiple awards and accolades for his contributions and achievements. Bill completed undergraduate studies at Clarion University of Pennsylvania and graduate studies at New York University.

In addition to his responsibilities at Wilshire Phoenix, Bill is the Director of New York for the Hedge Fund Association (HFA) and proudly serves as a Member of the Board of Directors for the National Multiple Sclerosis Society (NMSS).

William Cai

Partner & Head of Wilshire Phoenix Funds

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 & Head of Wilshire Phoenix Funds

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.

GARRETTE DAVID VICTORY FURO

Partner

Alexander Chang

Partner

Garrette David Victory Furo, CAIA

Partner

Garrette David Victory Furo, CAIA is a Partner of Wilshire Phoenix. Garrette is an early adopter of digital assets and decentralization who specializes in financial products and financial technology related to blockchain technology. Garrette has supported the public, and private sector on related matters and his clients have included mature ventures, bulge-bracket banks, and family offices. Previous to his tenure in the digital asset space, Garrette was a neurobiology researcher at Columbia University Medical School where he investigated autism and neurodevelopment related to the GI system. Garrette holds a molecular biology and alternative investments dual degree from Hampshire College and is recognized as a Chartered Alternative Investment Analyst (CAIA).

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 recognized member of the Chartered Alternative Investment Analyst (CAIA) association.

Alexander Chang

Partner

Alexander Chang is a Partner of Wilshire Phoenix and has built his career on sophisticated financial instrumentation. Before joining Wilshire Phoenix, Alexander was employed at J.P. Morgan for 8+ years. He most recently served as a Vice President, 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 has built his career on sophisticated financial instrumentation. Before joining Wilshire Phoenix, Alexander was employed at J.P. Morgan for 8+ years. He most recently served as a Vice President, 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