Hal Goetsch
Analyst-Equity chez B. Riley Securities, Inc.
Profil
Mr. Harold L.
Goetsch is a Senior Research Analyst at B.
Riley Securities, Inc. Mr. Goetsch is responsible for FinTech equity research.
He has over 25 years of experience in equity research and operating roles in fintech and related areas.
Prior to B.
Riley, he was a Senior Vice President at Loop Capital Markets responsible for equity research in the fintech sector.
Mr. Goetsch also held roles in industry, serving for 2 years as CFO of DigniFi, a fintech company, and interim CFO of iCoreConnect (ICCT), a publicly traded SaaS platform company.
Prior to working in the technology sector, he spent three (3) years at Surveyor Capital, and eight (8) years at Alydar Capital in portfolio manager roles.
He also held equity research positions at the Boston Company Asset Management, Fortis, and Morgan Keegan.
He also served 5 years in the US Navy as a nuclear power trained submarine officer.
Mr. Goetsch earned a B.S.
in Industrial Management from Purdue University and an MBA from the Harvard Business School.
Postes actifs de Hal Goetsch
| Sociétés | Poste | Début |
|---|---|---|
B. Riley Securities, Inc.
 B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Analyst-Equity | 01/03/2023 |
Anciens postes connus de Hal Goetsch
| Sociétés | Poste | Fin |
|---|---|---|
Loop Capital Markets LLC
 Loop Capital Markets LLC Investment Banks/BrokersFinance Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis. | Analyst-Equity | 01/03/2023 |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Corporate Officer/Principal | 01/09/2017 |
Alydar Partners LLC
 Alydar Partners LLC Investment ManagersFinance Founded in 2003, Alydar Partners LLC is a hedge fund manager located in Boston, Massachusetts. The firm is also known as Alydar Capital. They provide discretionary investment advisory services to pooled investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
The Boston Company Asset Management LLC
 The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Analyst-Equity | 31/12/2006 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Analyst-Equity | 27/10/2006 |
Formation de Hal Goetsch
| Purdue University | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
Alydar Partners LLC
Alydar Partners LLC Investment ManagersFinance Founded in 2003, Alydar Partners LLC is a hedge fund manager located in Boston, Massachusetts. The firm is also known as Alydar Capital. They provide discretionary investment advisory services to pooled investment vehicles. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
iCoreConnect, Inc. (Florida)
 iCoreConnect, Inc. (Florida) Internet Software/ServicesTechnology Services iCoreConnect, Inc. engages in the development and marketing of cloud-based software and technology services which focus on compliance, workflow and productivity, and electronic health records systems. It offers cloud-based as a service under the names of iCoreRx, iCorePDMP, iCoreEPCS, iCoreVerify, iCoreHuddle, iCoreHuddle+, iCoreCodeGenius, iCoreExchange, iCoreCloud, iCorePay, iCoreSecure, and iCoreIT. The company was founded on November 2, 1992 and is headquartered in Ocoee, FL. | Technology Services |
Loop Capital Markets LLC
Loop Capital Markets LLC Investment Banks/BrokersFinance Loop Capital Markets LLC is provider of a broad range of integrated capital solutions for corporate, governmental, and institutional entities. They serve clients in public and corporate finance, equity, taxable and tax-exempt securities sales and trading and municipal research. Since their founding in 1997, they have served as managing underwriter on financings, participated in corporate bond underwritings, served as an underwriter in IPO and other equity offerings, and earned a reputation as a dedicated, resourceful partner with new ideas and new avenues of distribution. Loop Capital Markets is headquartered in Chicago, Illinois, They serve clients on a national basis. | Finance |
B. Riley Securities, Inc.
B. Riley Securities, Inc. Investment Banks/BrokersFinance B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies. | Finance |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Finance |
Morgan Keegan & Co. LLC
 Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Finance |
DigniFi, Inc.
 DigniFi, Inc. Financial ConglomeratesFinance DigniFi, Inc. provides financial solutions for automotive service centres. The company was founded by Kevin Cawley in May 2013 and is headquartered in Kirkland, WA. | Finance |
