Ory Ratoviz
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Ory Ratoviz Email & Phone Number

Investment Banking Analyst @ Union Square Advisors at Union Square Advisors LLC
Location: San Francisco, California, United States 7 work roles 2 schools
1 work email found @cowen.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email o****@cowen.com
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Current company
Union Square Advisors LLC
Role
Investment Banking Analyst @ Union Square Advisors
Location
San Francisco, California, United States
Company size
46 employees

Who is Ory Ratoviz? Overview

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Quick answer

Ory Ratoviz is listed as Investment Banking Analyst @ Union Square Advisors at Union Square Advisors LLC, a company with 46 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at cowen.com and a matched LinkedIn profile for Ory Ratoviz.

Ory Ratoviz previously worked as Investment Banking Analyst at Union Square Advisors Llc and Investment Banking M&A Summer Analyst at Cowen Inc.. Ory Ratoviz holds B.S. Business Administration, Finance And Accounting from Cal Poly Orfalea College Of Business.

Company email context

Email format at Union Square Advisors LLC

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{first}.{last}@cowen.com
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Profile bio

About Ory Ratoviz

I'm a highly driven finance, accounting and statistics graduate passionate about the intersection between technology, data science and finance. I've worked in various investment and deal execution roles in the financial realm. I'm comfortable with problems that have no clear solution and am excited to collaborate with a team to succeed.

Current workplace

Ory Ratoviz's current company

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Union Square Advisors LLC
Union Square Advisors Llc
Investment Banking Analyst @ Union Square Advisors
san francisco, california, united states
Website
usadvisors.com
Employees
46
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Company profile
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7 roles

Ory Ratoviz work experience

A career timeline built from the work history available for this profile.

Investment Banking Analyst

Current
Union Square Advisors Llc

Technology M&A and Capital Markets* Sale of Science Exchange to Waud Capital

Dec 2023 - Present

Investment Banking M&A Summer Analyst

Cowen Inc.

San Francisco Bay Area

  • Offer ReceivedSelected Deal Experience:
  • Acquisition of MiroBio by Gilead Sciences ~$405mm (Buy-Side)
  • Sale of La Jolla Pharmaceuticals to Innoviva ~$149mm (Sell-Side)
Jun 2022 - Aug 2022

Private Equity Summer Analyst

Swift Real Estate Partners

San Francisco, California, United States

  • Worked directly with the investment team on modelling potential acquisitions via Excel and Argus Enterprise
  • Created investor presentations for portfolio performance, cash distributions, and acquisitions and dispositions
  • Performed market analysis on value-add industrial and office real estate in West Coast markets
Jun 2021 - Aug 2021

Equity Research Associate

Focus Finance
  • Publish reports across various product groups with an emphasis on Equity, Industry Trends, and M&A
  • Collaborate with finance colleagues internationally on exchanging investment theses and perspectives
  • Lead U.S. recruitment by building relationships with universities and recruiting qualified student analysts
Apr 2020 - Mar 2021

Senior Loan Processor

Millennial Home Lending, Inc.
  • Processed roughly $15,000,000 in loan volume month to month
  • Assisted clients by collecting, preparing, and submitting all essential documentation for the loan package
  • Cooperated with financial institutions, underwriters, and title companies throughout the lending process
  • Dealt with conventional, veteran administration, and federal housing administration refinances
Jun 2020 - Sep 2020

Financial Analyst

Steelpeak Wealth Management

Greater Los Angeles Area

  • Actively evaluated securities through fundamental, technical, and risk analysis
  • Created professional financial portfolios by utilizing investment management software
  • Learned various sales strategies by generating and contacting lead lists of key companies
  • Presented favorable securities for incorporation into existing clients’ investment portfolios
Aug 2018 - Feb 2019

Member/Mentee

Israeli-American Council (Iac)

Greater Los Angeles Area

  • Worked with peers, entrepreneurs, and officials on developing solutions for various issues
  • Collaborated with the Ministry of Tourism of Israel on implementing new marketing strategies
  • Learned the fundamental aspects of start-ups and the challenges that come with them
Oct 2016 - May 2017
Team & coworkers

Colleagues at Union Square Advisors LLC

Other employees you can reach at usadvisors.com. View company contacts for 46 employees →

PS Peyton Smith Peyton Smith Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View → GH Gina Harr Gina Harr Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States View → FK Filip Kolasinski Filip Kolasinski Colleague at Union Square Advisors LlcSan Francisco Bay Area, United States View → AV Aneal Vallurupalli Aneal Vallurupalli Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View → JJ Joe Josephson Joe Josephson Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View → CH Collin Hickey Collin Hickey Colleague at Union Square Advisors LlcKansas City, Missouri, United States, United States View → NB Naquiya Barwaniwala Naquiya Barwaniwala Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View → KW Kevin Wenzel Kevin Wenzel Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View → MV Mark Villanueva Mark Villanueva Colleague at Union Square Advisors LlcNew York, New York, United States, United States View → JC Jamie Cummings Jamie Cummings Colleague at Union Square Advisors LlcSan Francisco, California, United States, United States View →
2 education records

Ory Ratoviz education

B.S. Business Administration, Finance And Accounting

Cal Poly Orfalea College Of Business

Activities and Societies: Double Minors: Statistics & Actuarial SciencesPython, R, Minitab, Excel GPA: 3.87

FAQ

Frequently asked questions about Ory Ratoviz

Quick answers generated from the profile data available on this page.

What company does Ory Ratoviz work for?

Ory Ratoviz works for Union Square Advisors LLC.

What is Ory Ratoviz's role at Union Square Advisors LLC?

Ory Ratoviz is listed as Investment Banking Analyst @ Union Square Advisors at Union Square Advisors LLC.

What is Ory Ratoviz's email address?

AeroLeads has found 1 work email signal at @cowen.com for Ory Ratoviz at Union Square Advisors LLC.

Where is Ory Ratoviz based?

Ory Ratoviz is based in San Francisco, California, United States while working with Union Square Advisors LLC.

What companies has Ory Ratoviz worked for?

Ory Ratoviz has worked for Union Square Advisors Llc, Cowen Inc., Swift Real Estate Partners, Focus Finance, and Millennial Home Lending, Inc..

Who are Ory Ratoviz's colleagues at Union Square Advisors LLC?

Ory Ratoviz's colleagues at Union Square Advisors LLC include Peyton Smith, Gina Harr, Filip Kolasinski, Aneal Vallurupalli, and Joe Josephson.

How can I contact Ory Ratoviz?

You can use AeroLeads to view verified contact signals for Ory Ratoviz at Union Square Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Ory Ratoviz attend?

Ory Ratoviz holds B.S. Business Administration, Finance And Accounting from Cal Poly Orfalea College Of Business.

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