Tenzin Phuntsok | Trading & Options Analyst

Tenzin helps to expand the portfolio overlay capabilities at Aptus, equipping advisors with a broader range of solutions to guide clients toward their optimal asset allocation. He also expands on the capacity for day-to-day options trading.

Background & Education

After graduating with a BS in Finance from Pennsylvania State University, Tenzin’s career began as an Operations Logistics Manager at Amazon, where he played a key role in launching a Delivery Service Station in Philadelphia, PA. With a pivot into the finance industry, Tenzin joined an SMA Options firm in Naples, FL, where he contributed to the growth and expansion of the Custom Options business, providing solutions for highly concentrated equity positions.

Outside of the Office

Tenzin loves exploring new cities, especially seeking out hidden gem eateries. Having grown up in Philadelphia and attending Penn State, you’ll often find him cheering on Philly sports teams or Penn State football.

Fun fact: Tenzin spent six years at a boarding school in India!

Why Aptus?

“Culture is shaped by the people, and every person I interact with at Aptus exudes pride in the work that they do on a daily basis. The strong sense of camaraderie and ‘let’s get it done’ attitude make Aptus an incredible place to build something impactful.”