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William Geist, CFA

Managing Partner at Upper90

William Geist, CFA is a Managing Partner at Upper90, a financial firm based in New York City.12 He has extensive experience in mergers and acquisitions, particularly within the financial institutions sector.1

Career Background

William's professional journey includes:

  • Managing Partner at Upper90 (2018 - Present)2
  • Associate at Perella Weinberg Partners (2015 - 2017), focusing on Mergers & Acquisitions in the Financial Institutions Group2
  • Analyst at Royal Capital Management (2014), a deep-value, long/short equity hedge fund2
  • Analyst at Bank of America Merrill Lynch (2010 - 2013)2
  • Summer Analyst at Westwicke Partners, LLC (2009)2

Education

William has a strong educational background:

  • Bachelor's Degree in Economics (Cum Laude) from Harvard University (2006 - 2010)2
  • Master of Business Administration (MBA) in Finance from Columbia Business School (2013 - 2015)2

Professional Qualifications

William holds the Chartered Financial Analyst (CFA) designation, which is a globally recognized professional credential in the investment and financial analysis field.2

Current Role

As a Managing Partner at Upper90, William plays a key role in the firm's operations and investment strategies.1 Upper90 is known for providing tailored capital solutions to founders, combining debt and equity to help them scale their businesses while minimizing dilution.3

William's expertise in mergers and acquisitions, coupled with his experience across various financial institutions, likely contributes significantly to Upper90's strategic decisions and investment approach.12

Related Questions

What are some notable deals William Geist has worked on at Upper90?
How did William Geist transition from Bank of America to Perella Weinberg Partners?
What is Upper90's primary focus in the financial industry?
How has William Geist's experience at Harvard and Columbia influenced his career?
What are the key achievements of William Geist in mergers & acquisitions?
William Geist, CFA
William Geist, CFA, photo 1
William Geist, CFA, photo 2
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Experience

Managing Partner at Upper90 (2018 - Present)
Associate at Perella Weinberg Partners (2015 - 2017), Analyst at Royal Capital Management (2014); Analyst at Bank of America Merrill Lynch (2010 - 2013); Summer Analyst at Westwicke Partners, LLC (2009)

Education

Bachelor’s Degree in Economics (Cum Laude) from Harvard University (2006 - 2010); MBA in Finance from Columbia Business School (2013 - 2015)

Location

New York, New York, United States