Ira Koyner

Ira Koyner Email and Phone Number

Wealth Management Advisor @ Triathlon Partners LLC
Ira Koyner's Location
Weston, Connecticut, United States, United States
Ira Koyner's Contact Details
About Ira Koyner

As an accomplished financial services professional, I am dedicated to assisting my clients work towards their financial goals.  Throughout my nearly thirty-year career in financial markets the drivers of my success are sound risk management, effective communication, and a commitment to educating those around me.As a devoted husband and father of three, I know providing for your family is more than a responsibility, it is a priority.  The cost of college education, funding retirement and providing lifetime financial support for my son with special needs are my priorities, and ones I am grateful to have.  These priorities should not be a burden, but rather a part of a rich and prolific life.Financial goals envelop more than responsibilities, they are the journey and destination of your financial plan, fueled by your success, hard work, and perseverance.  Creating a financial plan that protects your family and inspires financial confidence doesn’t have to be overwhelming.  As your dedicated financial advisor, I am committed to fostering a strong and transparent client-advisor relationship.  By understanding your goals, assessing your current financial situation, and incorporating flexibility into your plan, you will be empowered to make educated decisions.I named my firm Triathlon Partners LLC, as achieving your goals is not something that happens overnight.  Like the eponymous competition, it takes discipline, endurance and preparation. It is a journey, done at your own pace, and victory is measured by individual metrics.Ira Koyner graduated with a B.S. in  Economics from The Wharton School of Business at The University of Pennsylvania. He resides in Weston CT with his beautiful wife, three amazing children and loyal English bulldog, Butter.

Ira Koyner's Current Company Details
Triathlon Partners LLC

Triathlon Partners Llc

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Wealth Management Advisor
Ira Koyner Work Experience Details
  • Triathlon Partners Llc
    President
    Triathlon Partners Llc Nov 2023 - Present
    As President and Founder of Triathlon Partners LLC, I created a platform that successfully integrates investment management, insurance solutions, and financial planning strategies. As an independant firm we are able to access the top products, solutions and strategies in the market to best meet our clients objectives. Our goal as your dedicated financial advisor is to engage, educate and empower, thus enabling you to make a confident decision that best meets your objectives. This commitment to excellence has led to significant growth in our client portfolio and established us as a trusted partner in wealth management.
  • Société Générale
    Director Senior Fx Options Trader
    Société Générale Nov 2017 - Nov 2023
    In my role as a Director Senior FX options trader at Société Générale, I successfully managed global foreign exchange option risk in G10 and emerging markets portfolios. I assisted the sales team with trade execution and client servicing, while also overseeing all foreign exchange risk during the North American trading session.
  • Morgan Stanley
    Executive Director: Senior Fx Option Trader
    Morgan Stanley Apr 2016 - Nov 2017
    New York, Ny, Us
    As the Executive Director: Senior FX option trader at Morgan Stanley, I led global trading on G10 FX options portfolios, driving revenue and client value in major currencies. Collaborating with the sales team, we transformed client relationships, expanding liquidity and increasing client volume. I managed portfolios during significant events like Brexit, the 2016 US election, and the 2017 French elections.
  • Citi
    Director
    Citi 2009 - 2015
    New York, New York, Us
    In my role as Director at Citi, I led the global vanilla EUR & GBP option portfolios, driving trading revenue and identifying market opportunities. I collaborated with sales to create personalized marketing plans, increasing market share and relevance. Additionally, I spearheaded technology projects to enhance risk management, analytical tools, and liquidity access.
  • Dresdner Kleinwort
    Director
    Dresdner Kleinwort 2007 - 2009
    Frankfurt Am Main, Hessen, De
    In my role as the Director at Dresdner Kleinwort, I was responsible for leading a team of traders across multiple desks, ensuring revenue generation and risk management. I managed the performance evaluations, market risk assessments, and professional development of eight traders, overseeing the FX options, spot, stirt, and structuring desks in North America, and Brazilian currency operations in Sao Paolo. In addition to the managerial role in NY, I also was the led trader on the global eurusd and gbpusd option portfolios. I was responsible for generating trading revenue, capturing client value and identifying market opportunities. Worked with global sales team to increase client volumes and relevance.
  • Royal Bank Of Scotland
    Managing Director
    Royal Bank Of Scotland 1996 - 2006
    Gogarburn, Gb
    As the Managing Director at Royal Bank of Scotland, I oversaw the NY foreign exchange options, bank sales, and structuring desks. My responsibilities included generating revenue, managing risk, and pricing options for global vanilla option portfolios. I successfully created and managed multiple FX desks, collaborating with sales teams to enhance client relevance and increase market share.
  • Banque Paribas
    Assistant Foreign Exchange Spot Trader
    Banque Paribas 1995 - 1996
    Paris, Fr

Ira Koyner Skills

Options Fx Options Risk Management Trading Derivatives Foreign Exchange Financial Markets Fx Trading Capital Markets Management Leadership Electronic Trading Currency Strategy Market Risk Bloomberg Proprietary Trading Trading Systems Emerging Markets Hedge Funds Fx Derivatives Hedging Financial Risk Fixed Income Investment Banking Portfolio Management Investments Structured Products Equities Banking Securities Finance Alternative Investments Financial Structuring Trading Strategies Microsoft Office Microsoft Excel Microsoft Word Asset Management

Ira Koyner Education Details

  • The Wharton School
    The Wharton School
    Finance And Marketing

Frequently Asked Questions about Ira Koyner

What company does Ira Koyner work for?

Ira Koyner works for Triathlon Partners Llc

What is Ira Koyner's role at the current company?

Ira Koyner's current role is Wealth Management Advisor.

What is Ira Koyner's email address?

Ira Koyner's email address is ko****@****ail.com

What schools did Ira Koyner attend?

Ira Koyner attended The Wharton School.

What are some of Ira Koyner's interests?

Ira Koyner has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Home Decoration, Health, Photograph, Cooking, Gardening.

What skills is Ira Koyner known for?

Ira Koyner has skills like Options, Fx Options, Risk Management, Trading, Derivatives, Foreign Exchange, Financial Markets, Fx Trading, Capital Markets, Management, Leadership, Electronic Trading.

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