In The News

BLACKROCK MAKES MINORITY INVESTMENT IN SPIDERROCK ADVISORS

NEW YORK–(BUSINESS WIRE)–BlackRock (NYSE: BLK) and SpiderRock Advisors have entered into a strategic venture to expand access for wealth firms and financial advisors to professionally managed, options-based separately managed account (SMA) strategies.

ADVISORS WANT TO USE MORE OPTIONS STRATEGIES IN CLIENT PORTFOLIOS. BLACKROCK FOUND A WAY TO HELP.

SpiderRock Advisors is a leading provider of customized options strategies in the U.S. wealth market and manages approximately $2.5 billion in client assets as of March 31, 2021.

BLACKROCK TAKES MINORITY STAKE IN OPTIONS OVERLAY PROVIDER SPIDERROCK

The investment in SpiderRock Advisors adds to BlackRock’s personalization and tax management capabilities for SMAs and builds on its acquisition of Aperio.

INSIDE WEALTHMANAGEMENT.COM’S MIDYEAR REVIEW, DAVE DONNELLY OF SPIDERROCK ADVISORS DISCUSSES PORTFOLIO HEDGING AND INCOME GENERATION IN THE NEW VOLATILITY REGIME

SPIDERROCK ADVISORS’ CIO ERIC METZ SPEAKS WITH THE WALL STREET JOURNAL ABOUT MARKET VOLATILITY SURROUNDING THE PRESIDENTIAL ELECTION

Record 2018 Options Volume Driven by Financial Advisor Risk Management, Income Strategies

Am I Eligible To Use The Strategy Center?

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Maisie Hughes

Head of Family Office Services

Maisie is responsible for business development and client portfolio management for SpiderRock’s family office clients and prospects. She began her career at Goldman Sachs Asset Management, and since 2006 has worked with institutional clients in a business development capacity in both traditional and alternative asset classes. Prior to joining SRA, Maisie was a Vice President and Business Development Manager at Wellington Management Company in Boston where she worked to broaden the scope and scale of the firm’s engagement with family offices, wealth advisors and private investors. Prior to Wellington, Maisie spent 7 years on the business development team at AQR Capital Management in Greenwich, ending as a Vice President responsible for institutional sales and relationship management in the Southeast and Mid-Atlantic United States as well as Canada.