Healthcare Investment Banking

Barry Blake is the Global Co-Head of Investment Banking, and Global Co-Head of Healthcare Investment Banking at SVB Securities. In this role, he co-leads the firm’s healthcare investment banking strategy and initiatives, with a focus on Healthcare Services & Technology. With 25 years of experience, he has built extensive relationships and has proven expertise in healthcare services, medical devices and tools/diagnostics, leveraged finance, and with financial sponsors. Leading the Healthcare Services team at SVB Securities, he has advised on numerous transactions, including the sale of LHC Group to Optum Health, a UnitedHealth Group Company, for $6B.

Barry joined the firm in 2021 from Guggenheim Securities where he was a Senior Managing Director focused on advising healthcare services companies. While at Guggenheim he advised on many transactions including, but not limited to, the $10B sale of Envision to KKR; the $4B sale of Kindred Healthcare to a consortium comprised of TPG, Welsh Carson and Humana; the $2.4B sale of American Medical Response to KKR and the $1B sale of Almost Family to LHC Group. Prior to this, he was the Head of Global Healthcare Mergers and Acquisitions for Citigroup. While at Citigroup he worked on many transactions including, but not limited to, the $34B acquisition of Medco by Express Scripts. He also worked in the M&A and Healthcare groups at Morgan Stanley, JP Morgan and Lehman Brothers. While at JP Morgan he advised on many transactions including, but not limited to, the $4.8B acquisition of NextRx from Wellpoint by Express Scripts.

Barry earned his Bachelor of Arts in Economics from Hendrix College, and his Masters of Business Administration with high distinction from the Amos Tuck School at Dartmouth College.

He has served as a member of the Board of Trustees for each of The Hopkins School in New Haven, CT and Hendrix College in Conway, AR.

Dan Dubin, M.D., is the Vice Chairman, Global Co-Head of Investment Banking and Global Co-Head of Healthcare Investment Banking at SVB Securities and sits on the firm’s executive committee.

For over 25 years, Dr. Dubin has advised life sciences companies and investors and has executed numerous public offering, private placement, partnership, and M&A transactions for clients.  In 1996, he co-founded MEDACorp, a provider of insights on the commercial potential of biotherapeutics and medical devices to healthcare companies and investors. In 2001, Dr. Dubin merged MEDACorp into SVB Securities and joined its Board of Directors and Executive Committee. He has served as a science and strategy board member for Stiefel/GSK, director of Living Proof, director of Olivo Lab, and Chairman of MetaWorks which was sold to UBC in 2005.

Dr. Dubin is a graduate of Dartmouth College and Harvard Medical School and completed both an internship in Medicine and a residency in Dermatology at the Massachusetts General Hospital. He was an Instructor in Dermatology at Harvard Medical School and held a staff appointment at the Brigham and Women’s Hospital where he was the Ambulatory Medical Director of Clinical Dermatology and a member of the Clinical Executive Committee. He has published over 30 manuscripts in peer reviewed publications and performed a NIH training fellowship at the Harvard Skin Disease Research Center.

Jack Bannister is a Senior Managing Director on the Equity Capital Markets team at SVB Securities. He partners with healthcare and life sciences companies to raise capital and position them for success in the public markets.

Jack joined the firm in 2021 from Goldman Sachs where he served as Vice President of the Healthcare Equity Capital Markets team. He began his career as an Equity Analyst with T. Rowe Price in Baltimore.

He holds a Bachelor of Arts from the University of North Carolina at Chapel Hill and an MBA from the University of Virginia Darden School of Business.

Jed Brody is a Senior Managing Director of Healthcare Investment Banking at SVB Securitiesk. With over 20 years of experience, he will lead the firm’s M&A advisory business across major sectors of healthcare, including healthcare-focused private equity.

Jed joined the firm in 2021 from Barclays where he most recently was Co-Head of Healthcare Americas and Global Head of Healthcare M&A. While at Barclays, he worked on many transactions including, but not limited to, CVS Health’s $69 billion acquisition of Aetna, ICU Medical’s $2.35 billion acquisition of Smiths Medical, the sale of Equian to UnitedHealth Group for $2.35 billion, the sale of Kindred Healthcare to Lifepoint, Sun Life’s $2.5 billion acquisition of DentaQuest, Centene’s $17.3 billion acquisition of WellCare. Prior to this, he was at Lehman Brothers.

He earned his BS in Finance from Lehigh University.

Ben Brown is a Senior Managing Director in Investment Banking at SVB Securities and leads the firm’s Pharma Services practice. With over 20 years of Investment Banking and investing experience, he has executed M&A and equity transactions for clients across several verticals, including pharma outsourcing and IT, payor and provider services, healthtech, software, consulting and human capital services.

Ben joined SVB Securities in 2021 from Baird, where he spent over 15 years, most recently as Managing Director and Head of Global Pharma Services Investment Banking. Prior to Baird, he held Investment Banking and private equity positions with Thomas Weisel Partners, The Halifax Group, Growth Capital Partners and Prudential Capital Group.

He holds a B.B.A. from Southern Methodist University (cum laude) and an M.B.A. from Northwestern University, Kellogg School of Management.

Gabe Cavazos is a Senior Managing Director in Investment Banking at SVB Securities.

Gabe joined SVB Securities in 2008 from J.P. Morgan where he was a member of the Mergers & Acquisitions group in the New York office. He covers East Coast and European biopharma companies and has 15+ years of transaction experience, including more than 1000 transactions across M&A advisory, equity and equity linked financings. Prior to J.P. Morgan, he spent eight years in the pharmaceutical industry at Merck and Pfizer.

He earned his M.B.A. from the Kellogg School of Management at Northwestern University and a B.S. from The University of Michigan.

Rahul Chaudhary is the Head of Healthcare Equity Capital Markets at SVB Securities and has successfully led the team for over a decade. In addition to overseeing the group, he is responsible for the origination and execution of all variety of public and private equity offerings including IPOs, Follow-ons and PIPEs. Since joining the firm, he has led over 500 bookrun offerings, including more than 150 IPOs.

Prior to joining the firm in 2009, he was an integral part of Merrill Lynch’s ECM group, where he focused on origination and execution of healthcare equity and equity-linked transactions. Rahul began his career at Merrill Lynch in 2004 in the Investment Banking group focusing on the consumer sector where he worked on a variety of equity, debt and M&A assignments.

He earned a B.A. in Finance from the University of Illinois.

Jon Civitarese is a Senior Managing Director in Investment Banking at SVB Securities.

Jon was one of the firm’s earliest employees when he joined in 1995, providing advisory services to high-net-worth individuals in the Private Client Group prior to moving to Investment Banking. Since 1999, his activities have included advising public and private life science companies on strategic initiatives and equity capital financings as part of the firm’s investment banking team. In addition to his primary banking responsibilities, he has also served as a senior member of the equity capital markets and syndicate team since 2001.

He began his career by serving in the U.S. Army as an infantry soldier, and later graduated from the University of Maine.

Jed Cohen is a Senior Managing Director in Investment Banking at SVB Securities covering the Medical Devices sector.

Jed has over 28 years of healthcare investment banking experience, including 12 years at Citigroup and three years at UBS prior to joining SVB Securities in 2009. His transaction experience includes advisory work and financing assignments with clients across the healthcare industry, with an exclusive focus on the medical device sector since 2000. He disproportionately spends his time with “breakthrough” medical technology companies that are either creating new markets or disrupting existing markets through innovative solutions.

He received a B.S. in Economics from the University of Pennsylvania’s Wharton School.

Jeff Danesis is a Senior Managing Director of Investment Banking at SVB Securities and oversees the firm’s Physician Services Investment Banking franchise.

His career spans over 15 years of healthcare investment banking expertise and over 40 closed transactions. He has extensive deal experience in physician-centric businesses with a particular emphasis on physician practice management and outpatient provider models. Notable recent transactions include advising Waypoint Capital on its acquisition of a majority ownership stake in Allergy Partners, Truvista Ophthalmology Surgical Center and select affiliated physician practices on its sale to Sunvera Group (a Ridgemont Equity Partners portfolio company), Prism Medical Products on its sale to Henry Schein, Green Bay Radiology on its partnership with Lucid Health (an Excellere Partners portfolio company), Austin Radiological Association on its partnership with Radiology Partners; the recapitalization of Dermatologists of Central States by Sheridan Capital Partners; the recapitalization of Charlotte Radiology by Welsh, Carson, Anderson & Stowe to form U.S. Radiology Specialists; the sale of Midwest Center for Dermatology and Cosmetic Surgery to an undisclosed financial sponsor-backed buyer; and the sale of Cleveland HeartLab by Quest Diagnostics.

Prior to joining the firm in 2014, Jeff was a Director in the Healthcare Group at Lazard and a member of the Healthcare Investment Banking Group at Wachovia Securities.

He earned his M.B.A. from the University of Chicago and his B.A. from Northwestern University.

Thad Davis is a Senior Managing Director at SVB Securities and leads our Leveraged Finance franchise. He will lead this team, while contributing expertise that deepens the firm’s strategic, M&A, and equity franchises.

Thad joined the firm in 2021 from HSBC where he served as Head of U.S. Healthcare Investment Banking and was responsible for healthcare coverage including origination, relationship oversight, team leadership and transaction execution. Prior to HSBC, he was a Managing Director at Jefferies and UBS within their respective global healthcare teams.

He earned his Bachelor of Science in Management from Purdue University and an MBA from the University of Chicago Booth School of Business. He is an adjunct professor at the University of Maryland and serves on the executive committee of the board of directors at the New York Common Pantry.

Howard Dingle is a Senior Managing Director in Investment Banking at SVB Securities and is focused on coverage of Healthcare Distribution, Technology and related Services companies. With 12+ years of Healthcare Investment Banking experience, he has worked extensively with both private and publicly listed firms on mergers & acquisitions, equity offerings, acquisition financings and debt financings.
 
Howard joined SVB Securities in 2021 from RBC Capital Markets, where he had worked since 2013, most recently as Managing Director covering Healthcare Distribution, Technology and related Services verticals. Prior to RBC Capital Markets, he held positions with Credit Suisse and Deloitte.
 
He holds a B.S. (with honors) from Lehigh University and an M.B.A. (with honors) from The University of Chicago, Booth School of Business.

Andrew Fineberg is a Senior Managing Director at SVB Securities and leads our Structure Finance practice. He is responsible for advising the firm’s corporate, academic, and medical not-for-profit clients on royalty monetization and private credit solutions.

Andrew joined the firm in 2021 from MTS Health Partners where he led the structured finance advisory practice, primarily focused on structuring and executing pharmaceutical royalty monetizations and other credit-based transactions.

He earned a Bachelors of Science in Economics from The Wharton School at the University of Pennsylvania.

Peter M. Fry is a Senior Managing Director at SVB Securities leading our Alternative Equities business. He has over 25 years of experience on both sell-side & buy-side and has built one of the market-leading franchises in At-The-Market (ATM) offerings.

Prior to joining the firm, Peter was a Managing Director and Head of Alternative Equities at H.C. Wainwright & Co. He held similar leadership roles at Guggenheim Securities and Burrill & Company. Earlier in his career, he spent eight years as Senior Investment Officer at Kingsbridge Capital and was a Senior Healthcare Banker and Head of Public/Private Placements at Investec Inc. and RBC Capital Markets.

He earned a B.A. in Economics and Finance from Bucknell University.

Murphy Gallagher is a Senior Managing Director in Investment Banking at SVB Securities.

Murphy focuses on the Biopharma sector and has over 17 years advising companies on capital markets, mergers and acquisitions and strategic advisory assignments. He is based in San Francisco and focuses on companies in western North America and the Asia Pacific region. He joined the firm in 2009 and prior to that was at Merrill Lynch, where he was a member of the Global Healthcare Investment Banking Group.

He earned a B.A. from Georgetown University.

Michael Giaquinto is a Senior Managing Director in Investment Banking at SVB Securities covering the Medical Devices sector.

Michael has nearly three decades of healthcare investment banking experience, including 20 years of transactions focused on Medical Devices. Prior to joining the firm in 2018, he served as the Head of Medical Devices & Diagnostics at Greenhill where he spent 10 years dedicated exclusively to providing mergers & acquisitions advisory services to his clients. Prior to Greenhill, Michael spent more than a decade at Citigroup where he served as Co-Head of its U.S. Healthcare Group. Michael also worked in the health care groups of UBS and Kidder, Peabody. He has worked on more than 150 financings and M&A transactions valued at over $100 billion during his career.

He earned his M.B.A. from the J.L. Kellogg Graduate School of Management at Northwestern University and a B.S. in Accounting from Boston College.

Robert Jackey is a Senior Managing Director in Investment Banking at SVB Securities and is focused on coverage for Physician Services and Healthcare Provider companies. With over 18 years of Healthcare Investment Banking experience, he has led efforts to execute strategic transactions for a variety of public and private companies. Bob’s advisory and execution experience spans the spectrum of traditional provider organizations through high-growth healthcare disruptors, including domestic and multinational corporations.

Robert joined SVB Securities in 2021 from Citigroup, where he spent over 16 years, most recently as Managing Director, covering the alternate site / sub-acute, behavioral, clinical staffing / outsourcing, dental, hospital / acute care, patient transportation, physician organization and veterinary verticals.

He holds a B.S. (summa cum laude) in electrical engineering as well as an M.B.A. from Fairleigh Dickinson University.

Dr. Anurag Jindal is a Senior Managing Director in Investment Banking at SVB Securities covering the biopharma sector. He has over two decades of experience in the biopharma industry, as an investment banker, a consultant, and in strategic roles at a major pharmaceutical company.

Prior to joining SVB Securities in 2021, Anurag was a Managing Director in the Healthcare Investment Banking group at Bank of America where he focused on strategic advisory and capital markets transactions for public and private companies in the biotech sector. Previously to his work at Bank of America, Anurag was the Deputy Head of Pharma M&A and in the Pharma Strategy Group at Novartis in Switzerland and in the Healthcare Investment Banking group at JP Morgan in both New York and San Francisco. He started his career as a Pharmaceutical Analyst at Health IQ in Los Angeles.

He holds a B.A. in Molecular and Cell Biology from the University of California, Berkeley and a M.D. from the University of Southern California.

Toby King is a Senior Managing Director in Investment Banking at SVB Securities, focused on the Healthcare Provider continuum. With over 20 years of Healthcare Investment Banking experience, he has advised some of the industry’s leading healthcare providers and private equity firms across a wide variety of situations.

Toby joined SVB Securities in 2021 from Citigroup, where he spent more than a decade, most recently as Managing Director and Head of North America Healthcare leading efforts with individual coverage across hospitals, alternate-site providers, behavioral health, outsourcing and post-acute care. Prior to Citigroup, he spent over ten years in the Healthcare Group at Merrill Lynch. Prior to investment banking, he worked at HCA’s Corporate Finance and Development group.

He holds a B.A. from Bellarmine University and an M.B.A. from The University of Chicago, Booth School of Business.

Dan Lepanto is a Senior Managing Director at SVB Securities and is an integral part of the Mergers & Acquisitions team.

Prior to joining the firm in 2008, Dan spent 10 years in various roles, most recently as Managing Director, at Cowen and Company where he executed mergers and acquisitions for clients in a number of sub-sectors of the Healthcare industry. Prior to joining Cowen and Company, Dan was a member of the Mergers & Acquisitions group at Wasserstein Perella. He has worked on many transactions including the sale of Dicerna to Novo Nordisk, announced sale of Huntsman to Hexion / Apollo Management, the sale of NPS to Shire, the sale of Cynosure to Hologic, the sale of TKT to Shire, the sale of GelTex to Genzyme, the merger of Total Renal Care with Renal Treatment Centers and the acquisition of Vivra by Gambro.

He earned his B.S. in Finance with High Honors from Pennsylvania State University.

Ryan Lindquist is a Senior Managing Director in Investment Banking at SVB Securities and leads the firm’s Diagnostics and Life Science Tools practice.

Ryan has been exclusively focused on clients in Medical Devices, Diagnostics and Life Science Tools since joining the firm in 2009 from Merrill Lynch’s Global Healthcare Investment Banking Group, where he spent his time working with clients across the Healthcare industry. Prior to joining Merrill Lynch in 2005, Ryan was a consultant at Deloitte. Over the course of his career, he has advised clients on over 100 M&A advisory assignments and debt, equity and equity-linked financings.

He earned his M.B.A. with high honors from The University of Chicago and his B.A. in Economics from Lehigh University, where he was elected to Phi Beta Kappa.

Robert Minear is a Senior Managing Director of Investment Banking focused on leading the firm’s financial sponsor origination efforts to further enhance the firm’s growing private equity and leveraged finance businesses. With over 20 years of investment banking experience, Robert has advised a wide variety of domestic and international financial sponsor and strategic clients in connection with, inter alia, mergers and acquisitions, divestitures, spin-offs/split-offs, restructurings, recapitalizations, buyouts, takeover defense, proxy contests and capital raisings.

Robert joined the firm in 2021 from Guggenheim Securities where he was a Senior Managing Director in the Healthcare Services Investment Banking Group focusing on advising companies and financial sponsors in the healthcare services sector. Prior to that, he was a Managing Director and Head of Healthcare Services Mergers and Acquisitions in Jefferies Group’s Healthcare Investment Banking practice and a member of the M&A groups at UBS, both in New York and London, and Deutsche Bank.

He received his Master’s degree in Aeronautical Engineering from Imperial College, University of London.

Prasanth “Burri” Rao-Kathi is a Senior Managing Director at SVB Securities and leads the firm’s Convertibles business.

Prior to joining the firm in 2016, he was the Head of Equity-Linked (Convertibles) Origination in the Equity Capital Markets group at Bank of America Merrill Lynch. Burri joined the ECM group at Merrill Lynch in 1999 and worked on a number of Merrill Lynch’s landmark convertible innovations over the last 15 years including: Contingent Conversion, Contingent Payment, Bond Hedges, HiPrs, Collateralization, Simultaneous Bond and Stock Repurchases, and Prepaid Forwards in conjunction with new issues. Prior to joining Merrill Lynch, he worked in Fixed Income Swaps Marketing and Trading and Corporate Finance/ Mergers and Acquisitions at J.P. Morgan.

He is a Magna Cum Laude graduate of Georgetown University with double majors in Finance and International Business and a minor in English. He received his M.B.A. in Finance from the Wharton School of Business at the University of Pennsylvania.

Mahe Ravi is a Senior Managing Director at SVB Securities on our Leveraged Finance team, focusing on raising debt capital for a variety of financial sponsor-backed and corporate clients.

Mahe joined the firm in 2021 from Jefferies where she last served as Senior Vice President and was responsible for origination and execution of healthcare leveraged finance transactions. Prior to her career at Jefferies, she spent four years with Microchip Technology designing microprocessors.

She earned her master’s degree in engineering from the University of Cincinnati and M.B.A. from The University of Chicago Booth School of Business.

Mairin Rooney is a Senior Managing Director in Investment Banking at SVB Securities. She brings over a decade of healthcare investment banking experience.

Mairin joined SVB Securities from Goldman Sachs where she served as Managing Director in the Healthcare Investment Banking group focused on biopharma and biotech clients. Prior to Goldman Sachs, she was a biopharma investment banker with Morgan Stanley and Wells Fargo. Mairin also held previous healthcare-focused roles in academic, government and not-for-profit settings.

She holds a BS in Biochemical Engineering from the College of Engineering at the University of California, Davis and MBAs from the Walter A. Haas School of Business at the University of California, Berkeley and Columbia Business School at Columbia University.

Roger Salazar, Jr. is a Senior Managing Director and Head of SPACs at SVB Securities. He is responsible for advising our clients on SPAC related transactions. His expertise spans across the full lifecycle of a SPAC from IPO to business combination. Roger has worked with the most prominent SPAC sponsors and advised corporates on their mergers with SPACs. He recently helped SVB Securities serve as financial, capital markets advisor and PIPE placement agent across multiple transactions.
 
Roger joined the firm in 2021 from Citigroup where he specialized in SPACs. He successfully priced a record number of SPAC deals, including over 115+ SPAC IPOs and participated in more than 35+ SPAC mergers. Prior, to his career at Citigroup, he spent five years at RBC Capital Markets.
 
He earned a B.S. in Finance and Economics from NYU Stern School of Business.

Jon Swope is a Senior Managing Director in Investment Banking at SVB Securities and leads the firm’s Digital Health and HealthTech practice. He also covers Managed Care and Payor Services companies. With over 12 years of healthcare investment banking experience, Jon has worked extensively with both private and publicly listed firms on mergers & acquisitions, equity offerings (IPOs, follow-ons and private placements), acquisition financings and debt financings.

Jon joined SVB Securities in 2021 from BofA Securities, most recently as Managing Director in the Global Healthcare Investment Banking Group. His prior work experience includes positions at Greenhill & Co., Bain & Company and WTW.

He holds a B.A. (cum laude) from Duke University and an M.B.A. from Duke University’s Fuqua School of Business.

Byron Webster is a Senior Managing Director in Investment Banking at SVB Securities and is focused on the Specialty Pharmaceuticals sector. He has over 16 years of experience advising pharmaceutical companies on M&A, private and public financing assignments.

Prior to joining the firm in 2015, Byron worked at Lazard where he was a Vice President in the Healthcare Group. Prior to Lazard, he began his career at Wells Fargo Securities.

He earned a B.A. summa cum laude from Wake Forest University.

Barry Blake is the Global Co-Head of Investment Banking, and Global Co-Head of Healthcare Investment Banking at SVB Securities. In this role, he co-leads the firm’s healthcare investment banking strategy and initiatives, with a focus on Healthcare Services & Technology. With 25 years of experience, he has built extensive relationships and has proven expertise in healthcare services, medical devices and tools/diagnostics, leveraged finance, and with financial sponsors. Leading the Healthcare Services team at SVB Securities, he has advised on numerous transactions, including the sale of LHC Group to Optum Health, a UnitedHealth Group Company, for $6B.

Barry joined the firm in 2021 from Guggenheim Securities where he was a Senior Managing Director focused on advising healthcare services companies. While at Guggenheim he advised on many transactions including, but not limited to, the $10B sale of Envision to KKR; the $4B sale of Kindred Healthcare to a consortium comprised of TPG, Welsh Carson and Humana; the $2.4B sale of American Medical Response to KKR and the $1B sale of Almost Family to LHC Group. Prior to this, he was the Head of Global Healthcare Mergers and Acquisitions for Citigroup. While at Citigroup he worked on many transactions including, but not limited to, the $34B acquisition of Medco by Express Scripts. He also worked in the M&A and Healthcare groups at Morgan Stanley, JP Morgan and Lehman Brothers. While at JP Morgan he advised on many transactions including, but not limited to, the $4.8B acquisition of NextRx from Wellpoint by Express Scripts.

Barry earned his Bachelor of Arts in Economics from Hendrix College, and his Masters of Business Administration with high distinction from the Amos Tuck School at Dartmouth College.

He has served as a member of the Board of Trustees for each of The Hopkins School in New Haven, CT and Hendrix College in Conway, AR.

Dan Dubin, M.D., is the Vice Chairman, Global Co-Head of Investment Banking and Global Co-Head of Healthcare Investment Banking at SVB Securities and sits on the firm’s executive committee.

For over 25 years, Dr. Dubin has advised life sciences companies and investors and has executed numerous public offering, private placement, partnership, and M&A transactions for clients.  In 1996, he co-founded MEDACorp, a provider of insights on the commercial potential of biotherapeutics and medical devices to healthcare companies and investors. In 2001, Dr. Dubin merged MEDACorp into SVB Securities and joined its Board of Directors and Executive Committee. He has served as a science and strategy board member for Stiefel/GSK, director of Living Proof, director of Olivo Lab, and Chairman of MetaWorks which was sold to UBC in 2005.

Dr. Dubin is a graduate of Dartmouth College and Harvard Medical School and completed both an internship in Medicine and a residency in Dermatology at the Massachusetts General Hospital. He was an Instructor in Dermatology at Harvard Medical School and held a staff appointment at the Brigham and Women’s Hospital where he was the Ambulatory Medical Director of Clinical Dermatology and a member of the Clinical Executive Committee. He has published over 30 manuscripts in peer reviewed publications and performed a NIH training fellowship at the Harvard Skin Disease Research Center.

Christine Del Corsano is a Managing Director and Business Manager of Investment Banking at SVB Securities.

Since joining the firm in 2009, Ms. Del Corsano has been responsible for managing the overall operations of the department including strategic planning, financial and business reporting and analytics, people management and recruiting.

Prior to SVB Securities, Ms. Del Corsano spent over 10 years at Merrill Lynch and held a variety of business and financial management positions, including COO of the Healthcare, Energy & Power and Technology Investment Banking groups. Prior to this role, she was a Senior Specialist at New York Life Insurance Co.

Ms. Del Corsano earned her B.S. in Accounting from St. John’s University.

Christian Clark is a Director and Business Manager of Investment Banking at SVB Securities. Mr. Clark is responsible for managing the group’s overall operations including strategic planning, financial and business reporting and analytics, people management and recruiting. He supports Healthcare Services & Technology and MD&D investment banking teams.

Mr. Clark joined the firm in 2018 as the Business Manager for Equity Research. He was responsible for managing the Equity Research side of client strategy and for leading many key strategic initiatives in product, process and business development. He was promoted to Associate Director of Equity Research during his time in Equity Research.

Prior to SVB Securities, Mr. Clark worked at Credit Suisse and held a variety of business and strategy positions within the Equities division. Prior to this role, he was a Fixed Income client consultant at Bloomberg LP.

Mr. Clark earned his B.S. in Finance (Summa Cum Laude) from Pennsylvania State University.