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Investor
Jun 2023
Fin Capital is a global asset manager focused on full lifecycle investing in B2B Fintech Software. We are passionate about rolling up our sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in Los Angeles, Miami, and New York.
Experience · 6 entries
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Investments (1)
2023
Investor
Jun 2023
Fin Capital is a global asset manager focused on full lifecycle investing in B2B Fintech Software. We are passionate about rolling up our sleeves and partnering with repeat entrepreneurs that have deep financial services experience, differentiated products, and a global mindset. Fin is headquartered in San Francisco, with offices in Los Angeles, Miami, and New York.
2022
Investment Analyst
May 2022
Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.
The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firms senior members are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of principally Goldman, Sachs & Co.
Clients want and deserve the best in overall investment banking services, industry knowledge, relationships and senior level experience. In the complex financial technology sector, we believe no other firm offers a higher set of skills, expertise and mission critical advice to leading CEOs and industry decision makers. When you want to explore your firms full potential, consider FT Partners full suite of strategic and financial advisory services. With years of transaction experience on some of the largest transactions in history, we bring our unique approach to your firm to maximize value to your shareholders.
2019
Summer Investment Analyst
Jun 2019
Select Equity Group manages over $30 billion across long-only and long/short equity strategies that share a fundamental investment philosophy and centralized research effort. The Firm was founded on the premise that rigorous, independent research and disciplined, long-term investing will generate superior returns for our clients. Our investment team of over 60 professionals includes a field research division composed of former journalists and sourcing specialists.
We seek to identify the highest quality businesses that the public markets have to offer – those with strong, predictable growth, high returns on invested capital and well-established barriers to competition. We are not interested in owning most businesses at any price. We make minimal use of Wall Street research, and we do not actively share our insights with peers. Our independent process and focus on a narrow subset of businesses has delivered portfolios that we believe are meaningfully different than those of our peers.
The Firm is employee owned and has been located at 380 Lafayette Street in lower Manhattan since the early 1990s.
2018
Investment Intern
Jul 2018
Romero Capital LLC ("The Fund") is a private equity fund focusing on a long-short growth-oriented investment strategy and seeking to deliver superior long-term returns while minimizing risk. The Fund invests in U.S. private and public markets in the EdTech and healthcare sectors.
Equity Research – TMT Sector Specialist HOLT Intern
Jan 2018
Credit Suisse Group AG has been acquired by UBS Group AG.
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.
Ready to be part of #teamUBS and make an impact? Visit our Jobs section to explore the current job openings or visit https://www.ubs.com/global/en/careers.html
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
www.ubs.com/social-legal
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