Grill brings 20 years of experience deploying proprietary, multi-strategy derivative trading strategies

NEW YORK, NY – June 6, 2019 – Wilshire Phoenix, a leading provider of investment management services for traditional, alternative, and emerging asset classes, announces that Dan Grill has joined the firm’s executive leadership team as a Partner. Mr. Grill brings a strong legacy of traditional financial services experience to Wilshire Phoenix having spent more than 20 years in equities and derivatives trading. Dan has developed and deployed numerous trading systems and strategies using proprietary technical and fundamental methods.

The announcement follows recent additions to the Wilshire Phoenix executive leadership team including Mason Stark (Partner, Head of the Alternative Investments Division), Garrette Furo (Partner), William Cai (Partner), Alexander Chang (Partner) and Harlan Milkove (Partner).
“Dan’s experience and skill set bring immense value to the Wilshire Phoenix team. It is a tremendous opportunity to work alongside someone who shares our vision to reimagine the experience of financial services for a shifting client and investor base that is prioritizing trust, transparency and the ability to deliver innovative products,” said Bill Herrmann, Managing Partner.
“Wilshire Phoenix is the clear leader among a new wave of investment management firms. I am excited to have the opportunity to apply my decades of entrepreneurial, project management and engineering experience to the firm as it continues to grow and lead with innovation. I look forward to working alongside Bill and the rest of the team to build financial products that serve this fast-growing market,” said Dan Grill, Partner.

In addition to his experience as an equities and derivatives trader, Mr. Grill led cross-functional teams and was a senior engineer for various companies, including Roche Diagnostics, Fidelity Investments, Proctor & Gamble, Lockwood Greene, and Eli Lilly. Mr. Grill has followed his deep interest in financial services and health care to launch multiple engineering businesses serving top tier financial, pharmaceutical and medical device companies. Dan is a certified Project Management Professional (PMP) and is a graduate of the University of Dayton with a B.S. in Chemical Engineering.

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About Wilshire Phoenix

Wilshire Phoenix is a New York based investment management firm dedicated to helping its clients manage assets throughout the investment lifecycle. The fundamental premise upon which the firm is built is to fulfill the needs of its clients in a rapidly evolving market. Whether providing financial solutions for institutions, private clients or individual investors, Wilshire Phoenix delivers informed investment management services for both traditional and alternative assets. To learn more visit /, follow us on Twitter and Instagram @WilshirePhoenix, and/visit our newsroom at for our latest insights, market commentary and company news.

Forward Looking Statement

This press release contains forward-looking statements (as defined in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended) concerning future events and the Company’s growth strategy and measures to implement such strategy. Words such as “will,” “expects,” “intends,” “plans,” “believes,” “anticipates,” “hopes,” “estimates,” and variations of such words and similar expressions are intended to identify forward-looking statements. Although the Company believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates that are inherently subject to significant uncertainties and contingencies, many of which are beyond the control of the Company. Actual results may differ materially from those expressed or implied by such forward-looking statements. The Company expressly disclaims any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in the Company’s expectations with respect thereto or any change in events, conditions or circumstances on which any statement is based.

Media Contact:
Tom Hannaford
(917) 900-5752,

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