Rich M. - Equity Research Associate

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Rich m.

United States

+91 xxxx xxxxx

[email protected]

862 followers

Timeline
Jun 2021 - Aug 2021
Intern
The Blueshirt Group
Apr 2022 - Jun 2022
Intern
Smith Point Capital, LLC
Jun 2022 - Feb 2024
Blueshirt Capital Advisors - Associate
The Blueshirt Group
New York, New York, United States
Current Company
Feb 2024 - now
Equity Research Associate
Wolfe Research, LLC
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
- Securities industry essentials (sie)
  Finra
  Apr 2024
Volunteer Experience
- Volunteer
  Issued by Full Court Peace on Jan 2013
  Associated with Rich M.

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