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Gregory Coleman
Managing Director

Mr. Coleman has held various sales and managerial roles throughout his nearly 20 years on Wall Street. He joined Wall Street as a research sales professional at Sanford C. Bernstein in the early 90's and became a partner in 1997. He joined Credit Suisse First Boston in 2000 in a research sales capacity and was quickly promoted to build their relationship management practice. Mr. Coleman held a role with Leerink Swann, a Boston-based healthcare research boutique, in 2004 as a research sales manager. Within months he was promoted to head of institutional equities, responsible for all research, sales, and trading. In 2007, he was hired by Macquarie Securities as head of sales and trading. Prior to joining Wall Street, Greg worked in the technology industry, beginning his career at IBM and Electronic DataSystems.

Mr. Coleman earned a BS from Drake University, and is a FINRA-registered representative with Pickwick Capital Partners.
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  • About Us
    • Our Difference
    • News
  • Capabilities
    • Investment Banking >
      • Overview
      • Services
    • Fund Placement >
      • Overview
      • Services
    • Select Transactions
  • People
    • Executive Team
    • Investment Banking
    • Fund Placement
    • Our Partners
  • Join Us
  • Contact Us