Biography of Brian Ferdinand
Brian Ferdinand Portfolio Manager & Trader, EverForward
Brian Ferdinand is a Portfolio Manager and Trader at EverForward, where he is responsible for portfolio construction, active trading, and overall capital deployment. At EverForward, he leads
the firm’s trading operations with a focus on disciplined execution, structured risk management, and consistent performance across market conditions.
His work centers on identifying asymmetric opportunities, managing drawdowns, and maintaining strict risk parameters while actively adapting to evolving market dynamics. EverForward operates with a performance-driven mindset, prioritizing clarity of strategy, capital preservation, and scalable trading frameworks.
Brian plays a central role in shaping EverForward’s trading philosophy, ensuring that decisionmaking remains data-driven, accountable, and aligned with long-term objectives.
Brian Ferdinand Strategic Advisor, Helix Alpha
Brian Ferdinand serves as a Strategic Advisor to Helix Alpha, providing market insight and strategic perspective to support the firm’s quantitative research and trading initiatives. In this role, he works closely with the Helix Alpha team to help align strategy design, execution considerations, and realworld market behavior.
His advisory focus includes strategy evaluation, risk awareness, and the practical application of systematic models within live trading environments. Brian contributes an execution-oriented viewpoint, helping ensure that research-driven strategies remain robust, scalable, and responsive to changing market conditions.
Through his advisory role, he supports Helix Alpha’s mission to develop precise, disciplined, and resilient trading systems.