Director of Brokerage
Mr. Lock has over 15 years of investment industry experience. He joined Coquest in January 2015 as Director of Brokerage and oversees the Trade Services Group at the Dallas, Texas company headquarters. He is responsible for running the day-to-day operations in execution, clearing and brokerage consulting of the alternative investment division as well as oversees client onboarding and servicing. He formerly was with Altegris Clearing Solutons LLC for more than eight years as Manager of the Trade Services Group, in which he helped in the oversight of the daily clearing operations for the managed futures brokerages business that had more than $3 billion of client assets allocated to more than 100 CTAs with funds deposited across multiple FCMs. Prior to that he gained experience in traditional investments as a Financial Advisor with Morgan Stanley Dean Witter. Mr. Lock is a graduate of University of California in Davis and holds a Series 3 license.