Stephen Geis - Founder & CEO



Mr. Geis has over 20 years of experience advising and raising capital for financial services firms. He has assisted both major global finance companies and new startups in the finance industry.

From 1994 to 2002, Mr. Geis held various senior roles at Wells Fargo Securities where he started the quantitative analytics desk for Asset-Backed Securities (ABS) structuring and served as a portfolio manager for a $3 billion portfolio of ABS.

Subsequently, Stephen held senior financial services banking roles at both large and boutique investment banks. He has also authored articles and unique research on financial services issues.

Stephen earned a B.S. in Economics from the Wharton School of the University of Pennsylvania. 

On a personal note, Mr. Geis is married with four children and serves as a member of the Board of Directors of Keystone Montessori School in Charlotte, NC.