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Rich M.

Rich M.

Intern

Followers of Rich M.1000 followers
location of Rich M.United States

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  • Timeline

  • About me

    Equity Research Associate

  • Education

    • Lafayette College

      2018 - 2022
      Bachelor of Arts - BA Economics

      Activities and Societies: Investment Club Board

    • New Canaan High School

      -

      Activities and Societies: Varsity Lacrosse, President of Full Court Peace Club/Summer Intern, Honor Roll Student

  • Experience

    • The Blueshirt Group

      Jun 2021 - Aug 2021
      Intern

      IPO/SPAC

    • Smith Point Capital, LLC

      Apr 2022 - Jun 2022
      Intern

      Enterprise Software Venture Capital/Growth Equity

    • The Blueshirt Group

      Jun 2022 - Feb 2024

      Advised and executed capital raising efforts for technology companiesEquity Capital Markets: IPO, SPAC, and Direct Listing experience Blueshirt Capital Advisors (BCA)- Technology-focused capital markets advisory

      • Blueshirt Capital Advisors - Associate

        Jan 2024 - Feb 2024

      • Blueshirt Capital Advisors - Analyst

        Jun 2022 - Jan 2024

    • Wolfe Research, LLC

      Feb 2024 - now
      Equity Research Associate

      Enterprise Software Coverage

  • Licenses & Certifications

    • SIE, Series 7, Series 63, Series 86, Series 87

      FINRA

  • Volunteer Experience

    • Volunteer

      Issued by Full Court Peace on Jan 2013
      Full Court PeaceAssociated with Rich M.