John R. Beldy

John has over 25 years of experience trading and developing options strategies.  In 2022, John launched Sentry Capital Management, a firm that works with Investment Advisors and Clients to enhance yield and reduce risk on their portfolios and concentrated positions.

 

Before founding Sentry, John was a Managing Partner at Exceed Investments.  He was responsible for the launch of their Separately Managed Account offering.  The primary product that was marketed to Investment Advisors was John's Covered Call strategy, which he has been managing since inception (2013).  Additional products included Concentrated Position hedging and Portfolio hedging strategies.

 

Preceding Exceed, John served as a Manager of Equity and Options Trading at Charles Schwab Institutional for 15 years.  He was instrumental in creating structured option hedging strategies for investment managers.  In addition, he developed analytical tools to improve hedging and obtain the best execution.  

 

Before Schwab, John served as a financial advisor at Waddell & Reed where he was responsible for developing and implementing financial planning for corporations and individuals.  

 

Previously, John was a Managing Member and Index Arbitrage Trader at Sovereign Capital Partners, where he delivered and distinguished himself by his consistent track record of excellent performance in index arbitrage, risk management and portfolio analysis.  

 

Prior to that, John worked at MDNH Partners, where he was an equity options market maker on the American Stock Exchange, responsible for the trading and risk management of a multimillion-dollar portfolio.  John began his career at Timber Hill, where he assisted in developing the PSE Technology Index and was an Equity Options Market Maker in Technology Stocks.

John earned an MBA from Pepperdine University and a BS in Finance from Bryant University.