September 8, 2021

Streamlining Trade Automation with the Charles River® Broker Wheel

Join Charles River's Explore & Learn webinar series. Discover new ways to leverage the Charles River Investment Management Solution as our product experts discuss and demonstrate the latest product capabilities.

Smaller trading desks, fragmented liquidity and increased regulatory requirements to demonstrate and document best execution have accelerated interest in increasing trade efficiency and automation. A key component of these solutions is the broker (or algo) wheel, an automated selection process that determines the ultimate destination, thereby eliminating trader bias towards specific brokers and balancing flow across multiple counterparties.

Join Charles River product experts Maria White and Jay Hinton for a discussion and demonstration of Charles River’s broker wheel and our latest trade automation capabilities.

Webinar highlights:

  • Using the broker wheel to improve execution quality
  • Improving trader efficiency with auto-routing rules for low touch orders
  • Justifying broker selection and documenting best execution

The webinar is a 30 minute presentation and discussion followed by Q&A.




Jay Hinton
Director, Product Management 

Jay covers Equity Trading, and is responsible for multi-asset core order management, equity trading, EMS, exchange traded derivatives, FX trading, and cash management workflows within the Charles River IMS.  Prior to joining Charles River, Jay held leadership positions for financial services firms and technology vendors in product, integrations, client support, and trading roles. Jay holds an MBA in Strategy and Finance from the Drucker School at Claremont Graduate University


Maria White
Product Manager 

Maria is the Product Manager for the Equity Trading and EMS Core teams at Charles River. Prior to joining Charles River, Maria served as a Product Manager at BlockCross Holdings LLC, TD Ameritrade, and Linedata Services. Maria holds a Master of Science Degree in Applied Mathematics from WPI and a Bachelor of Science Degree in Mathematics from Bates College.



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