The optimal blend of human and machine
Our best investment is our people
THE MILLENNIUM DIFFERENCE
Millennium Advisors is a market-leading, technology-driven broker-dealer.
We are pioneers of electronic fixed income trading, combining cutting-edge technology with expert human judgment and partnership with counterparties.
Our trading partners include many of the world’s leading institutional investors, banks, RIAs, insurance companies, wealth managers and other dealers.
We opened in 2010 as a pioneering trading firm and a hub for market innovation. Our in-house trading platform was built using core Java technology by our talented team of developers and traders, positioning us to advance our leadership in harnessing the best of human and machine in the years ahead.
Welcome to the New Millennium.
Hover to view our locations:
Emerging markets trading begins
Municipal bond trading launched alongside core corporate business
Agency bonds added to our universe
ETF trading debut expands our hedging strategies
MBS traded for the first time
First APAC counterparty trade extends our global footprint
CD trading launch complements established agency business
Second US office opens in Chicago, IL
Mike co-founded Millennium with Dave Chappelle in 2009.
Before founding Millennium, Mike worked at Bank of America and its affiliates for 25 years, in a variety of positions including technology, credit underwriting, capital markets advisory, fixed income research, eCommerce, strategic investments, and trading. In 2002, Mike established the odd lot electronic trading business for Banc of America Securities, and by 2006 the business was the leading odd lot market maker in corporate bonds.
At Millennium, Mike sets long-term strategy with the management team, is involved in the innovation process for our trading businesses and oversees risk management, while also trading a corporate bond book.
Mike grew up in Chicago and received a BA in economics and a Masters in Business Administration (finance and accounting) from the University of Chicago. He is a Chartered Financial Analyst and a FINRA-registered principal. Mike lives in Charlotte with his wife, two adult daughters and many pets.
Dave co-founded Millennium with Mike Healy in 2009.
Dave worked for Banc of America Securities for eight years in fixed income technology and trading. While there, he developed an industry-leading retail corporate trading platform for the bank and led other mission-critical technology projects for the fixed income division. Prior to his time with Bank of America, Dave was a Senior Consultant with Lante Corporation.
Dave now acts as an Advisor, guiding the management team on strategy and prioritization, although he can also step into operating roles when needed.
Dave grew up in Washington State where he received a BS in Computer Engineering from the University of Washington. He lives in Charlotte with his wife and four children.
Chief Executive Officer
Laurent joined Millennium in July 2020 as CEO.
Prior to joining Millennium, Laurent was CEO of multiple high-growth companies, some of which he founded, others he transformed for growth, sometimes raising venture and private equity capital. His ventures resulted in multiple successful exits, including to public companies like CME Group, Sungard and Robinhood. Laurent has also managed large-scale global businesses of public companies in the financial services industry as a member of their executive management group, including CME Group and ICAP.
At Millennium, Laurent is responsible for ensuring that the company executes its strategic and tactical plans while maintaining the right culture and process for constant innovation.
Laurent grew up in France, moved to New York to study engineering and received his degree in computer science from Columbia University. He has three adult daughters, lives in Charlotte and spends some time at his country home outside New York City.
Chief Financial Officer
Jeremy joined Millennium Advisors as CFO in June 2023. He is an experienced senior financial leader in the banking and mortgage industries. He began his career working in the finance group at Bank of America and Wells Fargo where he supported investment banking and trading businesses within their respective broker-dealers. Jeremy transitioned into the mortgage industry where he worked for three independent mortgage banks with increasing levels of success and responsibility, most recently as CFO for Wyndham Capital Mortgage. Jeremy was instrumental in scaling Wyndham into a leading direct-to-consumer mortgage fintech that was ultimately purchased by Sofi Technologies in April 2023.
At Millennium, Jeremy is responsible for all accounting, finance and treasury functions of the firm.
Jeremy has a BS in Accounting from UNC-Charlotte and an MBA in Finance and Marketing from The Wharton School at the University of Pennsylvania. Jeremy is a CPA and was a recipient of the CFO of the Year award from the Charlotte Business Journal in 2012 and 2021. Jeremy is originally from Wisconsin and remains a die-hard Green Bay Packers fan. He has three college-age children and lives in Charlotte.
Head of Millennium UK and Global Head of Sales
Caroline joined Millennium in 2016 and has spent almost 20 years in debt markets across various roles. She started her career in leveraged finance origination at RBS, where she was part of the debt structuring team for private equity buyouts. She moved into institutional credit sales, covering large UK real money institutions for multi-currency cash and derivative credit products at RBS, Morgan Stanley and Citi. Her interest in the impact of technology on securities trading led her to join a fintech start-up before moving to Millennium’s London team in 2016.
At Millennium she is responsible for the international expansion of the business and oversees the management of the firm’s client relationships.
Caroline has a First Class BA (Hons) in Law from Brasenose College, University of Oxford and is a CFA Charterholder. A Londoner born and bred, she lives in the city with her husband and sons.
Global Head of US Dollar Credit Trading
Dylan started his career in public finance and global capital markets at Morgan Stanley. He moved to Merrill Lynch where he traded Asia emerging market debt, before returning to Morgan Stanley to specialize in US investment grade cash and synthetic credit. He joined Millennium in 2023 from BNP Paribas where he was head of US investment-grade credit trading and oversaw the successful build-out of that business.
He is responsible for the coordination and management of Millennium’s global credit trading teams and is mandated to leverage the existing capabilities of Millennium into new trading opportunities.
Dylan grew up in Philadelphia, PA. He holds a Bachelor’s degree from the University of Rochester and a Master’s degree from Stanford University.
Head of Global Operations
Joe has spent over 15 years working in Operations. Prior to Millennium, he worked for MUFG Securities where he was responsible for overseeing settlements, collateral and funding operations before heading south and joining SunTrust. Throughout his time at SunTrust/Truist, Joe worked in a variety of roles mainly focusing on process optimization which led him to being named the Chief Operations Officer for Truist Securities. His desire for continuous improvement and collaboration along with his interest in the blending of technology and operations led him to join Millennium in 2023.
At Millennium, he is responsible for the strategic future of the global operations team.
Joe grew up in New Jersey and has a Master’s in Business and Technology from the University of Georgia, a Master’s in Business Administration from Saint Peter’s University and a BA in Economics from Rutgers University. He now lives in the Charlotte area with his wife and son.
Head of Human Capital and Chief Compliance Officer
Joanna joined Millennium in 2016. She is an experienced professional with over 15 years in the financial services industry spanning human resources and compliance. She began her career at the International Securities Exchange, an electronic options exchange (now part of Nasdaq), in human resources before transitioning to market surveillance. Joanna has since held trade compliance positions at Och-Ziff Capital Management (now Sculptor Capital) in both New York and London, and at MetLife, prior to joining Millennium.
Joanna oversees all initiatives related to Millennium’s human capital and compliance functions.
Joanna has a BA in Economics from New York University. She currently holds the FINRA Series 7, 24, and 63 licenses and the SHRM-SCP certification. She lives in Charlotte with her husband and two young children.
Head of Quant
AJ has deep experience in fixed income modelling and analytics, having led global teams at Morgan Stanley and Bloomberg working closely with credit and rates market participants. During his most recent tenure leading the Index and ESG research team at Bloomberg, he also added systematic trading and a buy-side perspective into his purview.
He has a PhD in Mathematics from Purdue University. Non-professionally, he enjoys playing piano for the music and for having something else technical to “constantly improve”.
Head of Municipal, CD and Agency Trading
Dan joined Millennium Advisors in 2021. He brings over a decade of experience in municipal e-trading, translating data into actionable insights, technology deliverables, and trading strategies. Prior to joining Millennium, he worked at SumRidge Partners trading municipal bonds.
Dan manages the Agency, CD, and Municipal products at Millennium Advisors.
He holds a BEng in Mechanical Engineering and a Master’s in Computer Science from Stevens Institute of Technology and is a CFA Charterholder.
Head of Technology
Eddie joined Millennium in 2017. He has 20 years’ experience across multiple trading implementations with a specialization in high-frequency trading, equities, bonds and commodities. He began his career in finance at Citadel leading long-only, MBS, and fixed income technology teams in New York and Chicago and eventually moved to Charlotte to lead the cybersecurity practice at EY for the southeast.
At Millennium, Eddie leads several teams covering all the products across Millennium’s business lines as well as managing the technology delivery portfolio.
He holds an MS from Florida State University and a BS in Mathematics from the University of Southern Mississippi. He holds a Series 3, Project Management Professional (PMP), Six Sigma certificate, and is a Certified Microsoft Professional.
Outside of work, Eddie spends his time with his four children, is an avid tennis player and loves travelling.
Technology is at the center of everything we do. Our developers work hand-in-hand with both our quant team and traders to optimize the way we approach pricing, risk management, workflow enhancements and more.
Technologists are fully embedded in the business, and most will rotate through a trading or quant seat for first-hand experience of why and how we operate. Our technology team participates in all business-led collaboration and brainstorming sessions, providing a seamless interplay between business and technology. Increasingly our traders think like developers and our developers think like traders.
At Millennium, a developer has exposure to all elements of project planning. That begins with idea generation and evolution with quantitative analysts and stakeholders, through to discussion of design and architecture with peers, building, testing and releasing into production, through to supporting those projects once live.
We’re on a path of continuous improvement. The environment is fast-paced and challenging, and rewards agile minds with a focus on relentless progress.
We are committed to fostering an outstanding company culture, where people like to work and like each other, where they can be challenged intellectually, exercise their creative and entrepreneurial interests, and still have a life outside of work.
We have a Culture Team that advises management on evolving our culture, while making sure we have office amenities and activities to give our team members opportunities to get to know one another better.
Push the envelope
Be proactive; continuously improve processes; stretch yourself; get out of your comfort zone by being open-minded to try new things; take calculated risks.
Commitment to integrity & respect
Work hard to be the best version of yourself; earn trust from colleagues and counterparties by being truthful, respecting their perspectives and treating them the way you want to be treated.
Collaborate to achieve excellence
Engage earnestly to find the best winning solutions while challenging yourself and others productively.