Executive Vice President - Investment Banking
CurrentExecutive Vice President leading M&A and Capital Raising for Enterprising Fintech, Payments and Vertical Software Companies.
Feb 2024 - Present
AeroLeads people directory · profile
David Gutterman Email & Phone Number
Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB
at
Wellesley Hills Financial LLC
2 work emails found
@mjcpartners.com
2 phones found area 213
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB
Location
Manhattan Beach, California, United States
Who is David Gutterman? Overview
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Quick answer
David Gutterman is listed as Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB at Wellesley Hills Financial LLC, based in Manhattan Beach, California, United States. AeroLeads shows a work email signal at mjcpartners.com, phone signal with area code 213, and a matched LinkedIn profile for David Gutterman.
David Gutterman previously worked as Executive Vice President - Investment Banking at Wellesley Hills Financial Llc and Founder and Managing Partner - Investment Banking at Tri Coast Capital L.L.C.. David Gutterman holds Mba, Business - Corporate Finance from Usc Marshall School Of Business.
Company email context
Email format at Wellesley Hills Financial LLC
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{first}@mjcpartners.com
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AeroLeads found 2 current-domain work email signals for David Gutterman. Compare company email patterns before reaching out.
Profile bio
About David Gutterman
Experienced Investment Banker with a demonstrated history success. Skilled in mergers & acquisitions, capital raising, and strategic financial planning. Strong finance professional with both an MBA and a BS from the University of Southern California - Marshall School of Business.
Listed skills include Valuation, Investment Banking, Financial Modeling, Investments, and 38 others.
Current workplace
David Gutterman's current company
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11 roles
David Gutterman work experience
A career timeline built from the work history available for this profile.
Founder And Managing Partner - Investment Banking
CurrentM&A and strategic advisory services for lower middle market companies, including Project Lancer and Project Titan.
Sep 2023 - Present
Managing Director - Investment Banking
Capital raising and strategic advisory services for fintech, software, healthcare, cannabis and crypto / blockchain companies.
Nov 2021 - Sep 2023
Vice President - Investment Banking - Head Of Capital Markets & Corp Dev (Fig)
Lead execution on: 12 closed bank M&A transactions ($450M+ deal value), eight closed bank equity capital raise transactions ($130M+ deal value) and seven closed bank debt capital raise transactions ($100M+ deal value). Mergers & Acquisitions, Capital Raising, Strategic Advisory & Deal Origination www.mjcpartners.com
Feb 2019 - Oct 2021
Senior Associate - Investment Banking (Financial Institution Group)
May 2015 - Feb 2019
Associate - Investment Banking (Financials Institution Group)
Investment Banking, Merger & Acquisitions and Equity Advisory for Bank and Non-bank Specialty Lender clients | Sterne Agee was acquired by Stifel Financial in 2015
Jan 2014 - May 2015
Associate - Investment Banking (Technology)
Investment Banking, Mergers & Acquisitions and Equity Advisory for Technology clients | www.arboradvisors.com
Sep 2011 - Dec 2013
Associate - Wealth Management / Private Client Services
Investment Planning, Trading - Equity & Fixed Income | www.jpmorgan.com
Dec 2006 - Jul 2010
Analyst - Structured Finance
Portfolio Accounting Analyst, Structured Finance Services | www.db.com
Dec 2004 - Dec 2006
Registered Futures And Commodities Broker
Belair Capital Asset Management
Investment Management, Managed Futures | Passed Series 3 & Series 7 exams | www.belaircapital.com
Jun 2003 - Dec 2004
Jun 2002 - Jul 2002
4 education records
David Gutterman education
Mba, Business - Corporate Finance
Usc Marshall School Of Business
Bs Business Administration, Finance
University Of Southern California
Summer 2002 | Finance & Financial Markets
The London School Of Economics And Political Science (Lse)
Education record
Piedmont High School
FAQ
Frequently asked questions about David Gutterman
Quick answers generated from the profile data available on this page.
What company does David Gutterman work for?
David Gutterman works for Wellesley Hills Financial LLC.
What is David Gutterman's role at Wellesley Hills Financial LLC?
David Gutterman is listed as Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB at Wellesley Hills Financial LLC.
What is David Gutterman's email address?
AeroLeads has found 2 work email signals at @mjcpartners.com for David Gutterman at Wellesley Hills Financial LLC.
What is David Gutterman's phone number?
AeroLeads has found 2 phone signal(s) with area code 213 for David Gutterman at Wellesley Hills Financial LLC.
Where is David Gutterman based?
David Gutterman is based in Manhattan Beach, California, United States while working with Wellesley Hills Financial LLC.
What companies has David Gutterman worked for?
David Gutterman has worked for Wellesley Hills Financial Llc, Tri Coast Capital L.L.C., Aureate Capital, Mjc Partners, and Sterne Agee.
How can I contact David Gutterman?
You can use AeroLeads to view verified contact signals for David Gutterman at Wellesley Hills Financial LLC, including work email, phone, and LinkedIn data when available.
What schools did David Gutterman attend?
David Gutterman holds Mba, Business - Corporate Finance from Usc Marshall School Of Business.
What skills is David Gutterman known for?
David Gutterman is listed with skills including Valuation, Investment Banking, Financial Modeling, Investments, Private Equity, Financial Analysis, Mergers And Acquisitions, and Corporate Finance.
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