Wilshire Phoenix

Established in 2018, Wilshire Phoenix prides itself on being at the forefront of financial innovation and market development. We strive to provide distinct products that meet the needs of today’s informed and dynamic investor. Our multidisciplinary leadership team offers a track record of success across trading, client management, analytics, risk management and regulatory compliance among numerous asset classes and products, such as equities, futures, commodities, fixed income, alternatives and structured credit. Our diverse backgrounds enable us to add insightful perspectives that few others in the space possess, as we implement and execute appropriate solutions for our clients and investors.

We also believe that giving back is one of the most important things any business can do. Philanthropy is a core value of Wilshire Phoenix and central to its founding. We consider it an honor to support foundations, charitable organizations and our communities to help them reach their altruistic goals.

To learn more about Wilshire Phoenix visit www.wilshirephoenix.com, and view our recent News & Insights for recent market commentary, events and more.

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

Co-Founder and Managing Partner

William Cai

Co-Founder and Partner

William Herrmann

Co-Founder and Managing Partner

William Cai

Co-Founder and Partner

Wade Guenther

Partner

Alexander Chang

Co-Founder and Partner

William Herrmann

Co-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

Co-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

Co-Founder and 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

Co-Founder and 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.

Wade Guenther

Partner

Alexander Chang

Co-Founder and Partner

Wade Guenther

Partner

Wade Guenther is a Partner of Wilshire Phoenix Funds. Prior to joining Wilshire Phoenix, Wade worked for 15+ years in financial services, including over 10-years in the exchange-traded fund (ETF) space while serving as a portfolio analyst and portfolio manager at Horizons ETFs and Global X ETFs. Wade’s expertise ranges across ETF product development, structuring, strategy, client management, equities, derivatives, trading, and currency hedging.

Wade holds a B.A. from the University of Western Ontario in Political Science with a concentration in Physics and Applied Mathematics. Additionally, Wade is a Chartered Financial Analyst (CFA) and has held Series 7 and 63 licenses

Wade Guenther

Partner

Wade Guenther is a Partner of Wilshire Phoenix Funds. Prior to joining Wilshire Phoenix, Wade worked for 15+ years in financial services, including over 10-years in the exchange-traded fund (ETF) space while serving as a portfolio analyst and portfolio manager at Horizons ETFs and Global X ETFs. Wade’s expertise ranges across ETF product development, structuring, strategy, client management, equities, derivatives, trading, and currency hedging.

Wade holds a B.A. from the University of Western Ontario in Political Science with a concentration in Physics and Applied Mathematics. Additionally, Wade is a Chartered Financial Analyst (CFA) and has held Series 7 and 63 licenses

Alexander Chang

Co-Founder and 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