HOME
FOR COMPANIES AND INSTITUTIONS
Investment Banking
We advise and structure both public and private market transactions ranging from second-tier capital raising strategies to multi-billion dollar mergers through debt and equity funding.
Research
Focusing on stock and portfolio selection, an experienced BV research team provides turnkey solutions tailored to work in concert with the client investment process.
Sales & Trading
Blaylock Van serves a broad base of institutional investors ranging from plan sponsors and public pension funds to hedge funds and asset managers.
Municipal Finance
Blaylock Van has a committed municipal finance team that continues to grow both geographically and in its origination and distribution capabilities.
Retail investors
Blaylock Van offers a wide array of services for the retail environment.
Retail Investors
We are a full-service broker.
About bv
NEWS
BLOG
FORM CRS
CONTACT

      The Team

      John Engles
      Senior Vice President – Municipal Sales and Trading
      Mr. Engles has over 25 years experience in fixed income specializing in municipal finance. Prior to joining Blaylock Van, Mr. Engles was Vice President of Municipal Finance at Fidelity Capital Markets. He has held senior positions at several major financial institutions, including Ramirez & Co., DLJ, Kidder Peabody, and JP Morgan. Mr. Engles is a Chartered Financial Analyst (CFA) and earned an MBA from the Wharton School. He is a graduate of the University of Pennsylvania.
      Kevin Fitzpatrick
      Senior Vice President –Municipal Bond / Fixed Income Trading
      Mr. Fitzpatrick has over 30 years’ experience in the Fixed Income Markets. He began his career at Morgan Stanley in Fixed Income research, and has been a Municipal Bond trader since 1992, having traded both taxable and tax-exempt bonds.In addition to working at Morgan Stanley, Mr. Fitzpatrick’s career has included working at Bear Stearns, Bank of America, and other regional broker-dealer firms. Mr. Fitzpatrick has a B.S. in Finance from St. Johns University.
      Timothy O'Brien
      Executive Vice President –Sales & Trading
      Mr. O’Brien has over 30 years of experience in the sales, trading execution, and clearing of domestic equity and taxable fixed income products. Prior to joining Robert Van Securities in 1992, he was an assistant vice president for Sutro & Company and Dean Witter Reynolds, where he worked on BIS (Branch Institutional Sales) teams. Tim is a graduate of the University of California, Berkeley, with a B.S. in Social Science/Education.
      Manny Small
      Executive Vice President –National Sales Manager
      Mr. Small has over 20 years of experience in the sales and trading of Fixed Income and Equity Securities for institutions. Over the last several years, he has sold fixed-income instruments to institutions at multiple firms, including Tucker Anthony, Oppenheimer & Company and Utendahl Capital. Mr. Small graduated from Brooklyn College with a B.S. in Economics and received an MBA from New York University Business School.
      Ed Tollefsen
      Senior Vice President –Sales and Trading
      Mr. Tollefsen has over 30 years of experience in taxable fixed income markets. His career began in 1980 as a money market trader at Seafirst National Bank, where he advanced into a proprietary trading position in U.S. Treasuries, futures, and federal agencies. He has also performed Treasury bill/future trading for Crocker National Bank’s primary dealer. For fourteen years, Mr. Tollefsen worked as a fixed income trader, strategist and in-house economist for Sutro & Co. in San Francisco, CA. A graduate of the University of Washington, Mr. Tollefsen holds a Bachelor degree in Economics.
      Sales & Trading | Alan Jones
      Alan R. Jones
      Senior Vice President –Sales and Trading
      Mr. Jones has over 35 years of experience in taxable fixed income, capital markets, and alternative investments. During the first 18 years of his career, he worked with the sales and trading divisions of Salomon Brothers and Morgan Stanley in New York, Los Angeles, and San Francisco. He then founded a venture capital company which specialized in advising and investing in early stage companies across various industries. More recently, he has held senior level positions at Utendahl Capital Partners and Aladdin Capital. Mr. Jones is a graduate and former Trustee of the Phillips Exeter Academy. He earned his BA from Dartmouth College and his MBA from the Wharton School at the University of Pennsylvania.
      Earl L. Manns
      Senior V.P. - Equity Sales and Trading
      Earl Manns joined Blaylock in September of 2013 with over 20 years of industry experience, having headed both buy and sell side trading desks. His insights into trading have been enhanced by his previous tenure at Driehaus Securities where he was Head Trader. Over the past 20 years, Mr. Manns has been an Institutional Sales Trader at various firms, including Robertson Stephens [San Francisco] and William Blair [Chicago], where he was a Managing Partner.
      Blaylock Van LLC
      Direct: 312-265-8426 | Cell: 630-660-0732
      Chris Corwin
      Manager of Equities
      Mr. Corwin graduated from Pace University, then spent multiple years working as a head trader at Abel Noser, LLC., where he reduced costs and grew revenues from 10% to 200%. He later worked as Head of Trading for Spartan Capital Securities, LLC., where he helped establish an Institutional Equity trading desk, developed new products, and introduced strategic partnerships. He has Series 7, 63, 55, and 24 licensure, and is a member of the Security Traders Association.
      Blaylock Van LLC
      Direct: 212-715-3304 | Cell: 516-238-2974
      Joe Petraccaro
      Senior Vice President –Emerging Markets Debt Trading
      Mr. Petraccaro joined Blaylock Van, LLC in July 2019. He serves as SVP of Emerging Markets Debt Trading. He closely monitors political and regulatory changes across many emerging market economies, evaluating their impacts on the financial markets. Mr. Petraccaro has a particular focus in the Latin American and EMEA (Europe, Middle East and Africa) markets. With close to 15 years in the industry, he has been able to establish many close relationships with buy and sellside firms. This provides him with the trading capability of enhancing price discovery and transparency for clients, while maintaining anonymity and confidentiality. He earned his B.A. in Economics from Pace University and holds Series 7, 63, and 3 licenses.
      Jon Wong
      Senior Vice President –Structured Credit
      Jon Wong spearheads the firm’s Structured Credit efforts, including trading in CLOs and CMBS. Prior to joining Blaylock Van, Mr. Wong founded Orestes Capital Management (OCM), an advisory firm specializing in Structured Credit investments. While with OCM, Mr. Wong advised family offices investing in US and European Structured Credit. Mr. Wong also assisted the FDIC in structuring Notes backed by assets from failed banks in the period after the Great Financial Crisis.

      Prior to founding OCM, Mr. Wong worked as a Portfolio Manager at Vanquish Capital Group, a boutique investment firm concentrating in the Structured Credit distressed sector. While at Vanquish, Mr. Wong opportunistically identified investment opportunities in the distressed CDO sectors.Previously, Mr. Wong was a Portfolio Manager at Alliance Bernstein where he formed part of the team that managed $10 billion in Structured Credit, including CMBS and CLOs. Mr. Wong was a member of the Investment Committee and structured the firm’s first CLO transaction. Mr. Wong has a B.S. in International Economics from Georgetown University and holds a Series 7 license.
      Logo - Blaylock Van, LLC
      Blaylock Van, LLC is Wall Street’s longest continuously operated African American investment banking and financial services company, providing corporate debt and equity underwriting, sales and trading and municipal finance for nearly 30 years.
      Member FINRA/SIPC
      WSP | Broker Check | Compliance | Privacy Policy
      © 2020 Blaylock Van, LLC. All Rights Reserved.
      Site by: Thinkzilla Consulting
      bullhorn linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram