Profil
Mr. Bill H.
Banks is a Managing Director at Harvest Capital Strategies LLC.
Prior to joining Harvest in October 2010, Mr. Banks was a founding partner at Huntington Allen, a boutique financial services firm focused on raising late-stage venture capital.
He was previously with Merriman Curhan Ford, where he served as President of subsidiary MCF Wealth Management and focused on the acquisition and management of independent investment advisory firms.
He also led Merriman Curhan Ford's acquisition of Panel Intelligence and was President of that subsidiary for two years.
Beforehand, he was Senior Vice President of sales and marketing for Advisor Software, a provider of portfolio analytics solutions for investment advisors, and was an Executive Vice President responsible for strategy, marketing and communications at Longitude, a derivatives trading technology platform with clients such as Goldman Sachs, Deutsche Bank, JPMorgan, Bear Stearns and Swiss Re.
Early in his career, he spent several years at Kidder Peabody & Company in the institutional fixed income group.
Mr. Banks graduated with a bachelor's degree from Dartmouth College and an MBA from the Stanford Graduate School of Business.
Anciens postes connus de William H. Banks
| Sociétés | Poste | Fin |
|---|---|---|
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services Provides office management software | Corporate Officer/Principal | - |
Harvest Capital Strategies LLC
Harvest Capital Strategies LLC Investment ManagersFinance Harvest focuses on equity hedge funds, private equity and venture capital, and middle-market lending. They seek to generate above-average returns with below-average market risk in their areas of specialization. The firm employs fundamental, bottom-up research on companies in a variety of industry sectors and aims to identify those securities that they believe are over- or under-valued by a significant margin. | Analyst-Equity | - |
Formation de William H. Banks
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Harvest Capital Strategies LLC
Harvest Capital Strategies LLC Investment ManagersFinance Harvest focuses on equity hedge funds, private equity and venture capital, and middle-market lending. They seek to generate above-average returns with below-average market risk in their areas of specialization. The firm employs fundamental, bottom-up research on companies in a variety of industry sectors and aims to identify those securities that they believe are over- or under-valued by a significant margin. | Finance |
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services Provides office management software | Technology Services |
















