stock loans from HedgeLender - stock secured secured loan solutions


Your HedgeLender Stock Loan Service Team

Putting Service to Our Clients First

Careful, straightforward, service-oriented, compliant with regulation. Those are the words you're likely to hear when asked about HedgeLender and our staff. The outstanding reputation we've earned in almost a decade delivering stock-secured loans to our clients is something we are justifiably proud of. As specialized HedgeLoan®-certified stock loan providers with the widest selection of loan programs in the industry, we support you as our valued client by listening to your preferences and ensuring you have all the facts you need to make your loan decision, not just those facts that are convenient for us as with most other loan providers. We work to customize your offer when that is possible, don't mind explaining the loan process or details, and have the experience that outclasses all others in our market space.

We welcome full due diligence and suggest a further follow- up with an examination of our track record and referrals. We offer an unparalleled record of satisfied clients, an obsessive concern for regulatory compliance, and steady, individualized attention to every borrower that is the envy of far larger, more impersonal organizations.

You therefore get the best of both worlds at HedgeLender: the personal attention of a small boutique firm, and the leverage and resources of a large investment bank. Although we do not offer any form of financial planning or tax advice, referrals to licensed professionals familiar with HedgeLoan securities financing and how it can fit in your financial plans are always available upon request.

Your structured stock financing is operated with care and efficiency by a HedgeLender team with many years of specialized experience not just in stock secured loans, but also in business, government, and finance. Our account managers are comprised of accomplished securities professionals with backgrounds in capital management and U.S. investment banking. Since our founding, we have gradually leveraged these carefully chosen professional relationships so that today we can provide what we believe to be the most attractive, efficient stock-secured financing programs in the market today – that is, HedgeLoan®-certified programs – along with a sense of confidence that we strive to provide to every borrower.

Main Mailing Address:

HedgeLender LLC
2 Penn Center Plaza, Suite 200,
Philadelphia, PA 19102

To contact anyone on this page, please use our Contacts page.


stock loan finance - HedgeLender CEO

Daniel W. Stafford, President. Mr. Stafford is formerly of the U.S. Department of Commerce's International Trade Administration in Washington, D.C., where he held responsibilities involving US trade, technology and finance outreach in the Office of Undersecretary for International Trade OPA headed first by Stuart E. Eizenstat then by David M. Aaron during his tenure. Mr. Stafford was also tasked to the Clinton White House to assist with China MFN efforts for the Executive Office of the President, and was part of the national trade policy project team that included the National Export Strategy, the Framework for Electronic Commerce, the Emerging Markets and Digital Economy Initiatives, and NAFTA.

Prior to his work in the US government, Mr. Stafford was employed by Communications Satellite Corporation's (COMSAT) Advanced Systems Division, part of INTELSAT, where he held responsibilities for financial proposals for international satellite telecom projects for the U.S. government and governments in Asia and Latin America. Earlier, he created and edited academic research collections for what is currently the research collections arm of the Congressional Research Service.

Mr. Stafford holds a Master's degree in International Relations and Business from the University of Chicago, with a major focus on Asian trade and finance.


Fred R. Wahler, Vice President. Mr. Wahler is a partner at HedgeLEnder and manages sales and operational oversight for HedgeLender LLC. He brings over twenty years of expertise in the fields of investment banking, retail brokerage management and sales training to his work at HedgeLender. Prior to joining the company, Mr. Wahler managed a successful investment banking consulting firm focused on corporate fundraising through institutional capital markets and strategic consulting.

In addition to a decade of retail brokerage and management experience, Mr. Wahler has also worked extensively with asset-based lending including factoring, equipment leasing and commercial real estate acquisition/development transactions involving institutions large and small.

Mr. Wahler received a B.S degree in Economics and Computer Science from Lock Haven State University in 1989.

William F. O'Shea, III, Esq., Corporate Counsel.  Mr. O'Shea's experience includes over fifteen years in the legal, financial and manufacturing industries, and includes a legal background in both litigation and transactional areas.  He has represented a broad range of clients, including individuals, financial institutions, Fortune 500 companies and major league sports teams. In addition to his work as a practicing attorney, Mr. O'Shea has acted as counsel to investment banking firms. 

Prior to becoming an attorney, Mr. O'Shea worked for several years as a retail stockbroker in both Philadelphia and New York City. Mr. O'Shea received his B.A. in English from Villanova University in 1991 and his J.D. from the Villanova University School of Law in 1998.

Robert Schneiderman, Director of Operations. Mr. Schneiderman has an extensive background in business operations consultancy earned over more than thirty years. His experience includes marketing and consulting on a a broad range of financial projects focused on the development and retail product placement for a variety of public and non-public enterprises.

Over the years he has specialized in expanding customer bases, development of business-specific marketing programs, assisting with mergers and acquisitions, and establishing/maintaining communications and related operational tasks. Mr. Schneiderman has also helped develop effective marketing strategies for several large joint ventures, developing advertising-media programs and advising on the structuring of operations on a private consulting basis.

Mr. Schneiderman has a B.S. in accounting from Temple University.

A. J. LaCava, Director of Sales. Mr. LaCava is HedgeLender's Director of Sales and oversees HedgeLender's direct sales activities and conducts final closing operations for the majority of HedgeLender loan clients and Affiliates.

He brings over twenty years of expertise in the fields of investment banking, retail brokerage management and sales training. Prior to joining HedgeLender, Mr. LaCava worked with several successful investment banking consulting firms focused on corporate fundraising through institutional capital markets and strategic consulting.

In addition to a decade of retail brokerage experience, Mr. LaCava has also worked extensively with asset-based lending including factoring, equipment leasing and commercial real estate acquisition/development transactions involving institutions large and small.

Mr. LaCava received a B.S degree in Accounting and a B.A. in Finance from LaSalle University in 1988.

Roel Hoekstra, Director, Institutional Services. Mr. Hoekstra brings over 23 years of experience in investment banking, finance, insurance operations, and management consulting to HedgeLender. Prior to founding Commonwealth Capital Partners in 2001, Mr. Hoekstra worked for two years as an independent consultant to several fast-growing companies responsible for strategic plans, sales and marketing plans and negotiating capital infusions. From 1991 until 2001, he developed new markets for the global consulting firm Mercer Consulting Group as a partner specializing in human capital strategy, strategic planning, and employee benefits. From 1983 until 1991, he worked for John Hancock Insurance Company as a group insurance consultant leading the company's financial, claims and data systems development projects.

Mr. Hoekstra received a B. A. degree in Computer Science and Economics from Denison University in 1984. Roel is a licensed insurance agent, a fellow of the Life Management Institute (FLMI), and a Certified Employee Benefits Specialist (CEBS).

HedgeLender Joint Venture and Institutional Partner Relationships

HedgeLender has established several strategic relationships with key institutions and individuals at leading financial firms in the U.S. and overseas. If your company would like to partner with HedgeLender, or to provide HedgeLoan certified stock loan financing for your existing clients under your own brand, we have programs for you. For further information inquire here.

HedgeLender and Cooperative Programs with Existing Financial Institutions

HedgeLender welcomes inquiries from financial firms of all sizes and types provided that they have well-developed client markets. HedgeLender offers its HedgeLoan® stock loan certification program to such institutions with flexible co-branding and other customized contractual arrangements on a case-by-case basis. We actively encourage inquiries from all potential institutional partners who currently offer non-marginable tax, retirement, or investment-advantaged products to their clients who may wish to "turbo-charge" their financial offerings by allowing their clients to leverage their HedgeLoan proceeds. Please contact us here.

HedgeLender Legal and Professional Resources

HedgeLender attorneys are available to support agents and clients with all matters related HedgeLoan procedures. We remain committed to ensuring that every loan is compliant with all applicable state and or federal regulation at all times. HedgeLender LLC is licensed under the California Finance Lender's law to provide its services in that state.

We will be happy to refer borrowers to outside consultants at no cost whatsoever - with no professional affiliation or connection to HedgeLender - who can assist you with objective answers to questions related to how our securities products might fit into your financial planning strategies. For more information on these resources, please send us an e-mail request with your questions.


HedgeLender Overseas

HedgeLender LLC now offers HedgeLoan® financing to owners of foreign stocks in every major stock market, including the bourses of Israel, Great Britain, EC, Canada, Japan, Korea, Taiwan, New Zealand, and Australia. Foreign nationals (agents or clients) must be prepared to comply with Patriot Act provisions for verification of identity. Please e-mail us if you live in or operate in these or any other non-U.S. markets and would like to avail of our HedgeLoan-certified financial services.

Commissioned Authorized Affiliates (Agents)
HedgeLender LLC's Authorized Affiliate program includes many experienced and licensed financial professionals as well as well-connected, networked individuals in the U.S. and overseas in addition to institutions both large and small. We offer an excellent program including a sophisticated Franchise Affiliate program allowing access to top-qualify mailing lists, email templates, and coded links for auto-tracking. Visit our Agents/Affiliates page or contact us here.

If you have securities finance requirements, we invite you to give us the opportunity to develop a HedgeLoan-based solution to those requirements. All shareowners welcome, regardless of type of stock or quantity.

Nonrecourse stock loans

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2 Penn Center Plaza, Suite 200, Philadelphia, PA 19102

Licensed as loan broker under the California Finance Lender authority
California Board of Corporations Lic. No. 603E363