Searching for a Summer Internship?


Mod Note (Andy): Bumped this back up from winter 2010 and it is still useful, but even more companies and banks are listed in the WSO Company Database (with e-mail formats)

If you're still on the internship hunt, no worries - lots of boutique investment banks wait to do their hiring until the Spring. Check-out the list of banks that I put together for potential leads and a Q&A video below.

Original Post:

I recently joined the WSO team in September to run Wall Street Mentors, and our goal is to provide the members of WSO the ability to receive personalized job search help, mentoring, interview prep from professionals that have 10+ years at top finance firms (Goldman Sachs, Bain Capital, Morgan Stanley, McKinsey, etc.).

Since joining, I've been working on compiling a comprehensive list of investment banks to help WSO members that are trying to identify the right investment banks and/or aggressively network. I started with a list of ~1,200 banks exported from CapitalIQ, and I whittled it down to what I thought seemed to be the top 200.

I've segmented the list into three categories:

1) Large, International Investment Banks - 10 Banks
2) Large, Mid-sized, and Prestigious Boutique Investment Banks - 40 Banks
3) Boutique Investment Banks - 150 Banks

For groups 1&2, I simply provide a link to the bank's career website. Perhaps the most valuable part of this list is the information I provided for group 3. For this group, I went onto the website of each bank and tried to gather as much information as possible:

Office Locations
Senior Member at the Firm
Email address
Phone # (many of them are direct dials so be ready if you call!)

If you are seeking to expand your job search to regional boutiques, this list is a great place to start the process.

It was no small task going through this list, so I'm sure that there's plenty of room for improvement. Please let me know if I missed any banks, included outdated information, etc. I'd love input to improve this list.

If you want some help from an experienced investment banking professional, you should check out Wall Street Mentors. Feel free to email our team at [email protected] with any feedback on this list or requests for help with your job search or to see if any of our mentors would be a good match for you.

Also, if you want to see the banks in your location, you can simply use the "search function" and type in your city's name while still on this forum.

Hope this list helps.

1) Large, International Investment Banks

Bank of America Merrill Lynch

Barclays Capital


Credit Suisse

Deutsche Bank

Goldman Sachs


JPMorgan Chase

Morgan Stanley


Wells Fargo/Wachovia

2) Large, Mid-sized, and Prestigious Boutique Investment Banks

Allen & Company
(does not have a website - old school)

Alvarez & Marsal

BB&T Capital Markets

BMO Capital Markets

BNP Paribas

Broadpoint Gleacher Securities Group, Inc.

Brown Brothers Harriman

Cantor Fitzgerald

Centerview Partners

CIBC Wholesale Banking

Cowen Group

Duff & Phelps

Edgeview Partners

Evercore Partners

Friedman Billings Ramsey

Greenhill & Co.

Harris Williams & Co.

Houlihan Lokey Howard & Zukin

Jefferies & Company

Keefe Bruyette & Woods Inc.

Lazard Ltd

Moelis & Company

Montgomery & Co.

Morgan Keegan

Nomura Holdings, Inc.

Oppenheimer & Co.

Perella Weinberg Partners

Peter J. Solomon Company

Piper Jaffray

Raymond James Financial Inc.

RBC Capital Markets

Robert W. Baird & Company


Royal Bank of Scotland

Sandler O'Neill + Partners L.P.

Stephens Inc.

TD Securities

The Blackstone Group

Thomas Weisel Partners/Stifel Financial

William Blair & Company


3) Regional/Boutique Investment Banks

Aethlon Capital
Minneapolis, MN
Ms. Sima Griffith, Managing Principal, [email protected], (612) 338-0934

Alderwood Capital
San Francisco, CA
Mr. Christopher Beros, Managing Director, [email protected]
(415) 874-3382

Alexander Hutton
Seattle, WA
Mr. Thomas Elzey, Managing Director, [email protected], (206) 792-1968

Allegiant Capital Corporation
Dallas, TX; Chicago, IL; Lake Elmo, MN; New York, NY; Seattle, WA.
Mr. Terry Fick, Senior Managing Director, [email protected], (214) 540-8109

Allen C. Ewing & Co.
Jacksonville, FL; Charlotte, NC
Mr. Morgan Payne, Managing Director, [email protected], (904) 354-5573

Allison-Williams Company
Minneapolis, MN
Mr. David Kluender, Executive Vice President, [email protected] (612) 333-3475

America's Growth Capital
Boston, MA; Silicon Valley, CA
Mr. Scott Card, Partner, [email protected], (617) 261-4140

Anderson LeNeave & Co.
Charlotte, NC
Mr. Gregory LeNeave, Managing Director, [email protected]
(704) 552-9212

Antaeus Capital
Los Angeles, CA
Mr. Cesar Moya, President & CEO, (310) 788-8653

Aquilo Partners
San Francisco, CA
Mr. John Dyer, Managing Director. (415) 677-8989

Aramar Capital
New York, NY; San Francisco, CA
Mr. Jeffrey Lehman, Founder, n.a., (212) 708-0700

Arbor Advisors
Palo Alto, CA
Mr. Stan Christensen, Managing Director, [email protected], (650) 305-2582

Archway Capital Management
Dallas, TX; Washington, D.C.
Mr. A. Joseph Shepard, President, (214) 614-8444

Asante Partners
New York, NY; Menlo Park, CA
Jennifer Hasley, Founder & Managing Director, [email protected]
(650) 566-9364

Ascendiant Capital Group Inc.
Irvine, CA
Mr. Bradley Wilhite, Co-Founder & Executive Managing Director
[email protected], (949) 259-4949

Ascent Partners
Rachno Santa Margarita, CA
Mr. Scott Foresman, Managing Director, [email protected],
(619) 300-8200

Aspen Advisors
Dallas, TX
Mr. Marc Still Partner, [email protected], (214) 292-5000

Averil Capital Markets Group, Inc.
Los Angeles, CA
Ms. Diana Maranon, Managing Partner, (310) 553-5351

AZCA, Inc.
Menlo Park, CA
Mr. Masazumi Ishii, Managing Director, [email protected], (650) 324-9100

Babson Capital Management LLC
New York, NY; Boston, MA; Charlotte, NC; Hartford, CT; Springfield, IL; Washington, DC

Bailey Southwell & Co.
Nashville, TN; St. Louis, MO
Mr. Jack Bailey, Co-Founder & Partner, [email protected]
(615) 371-6155

Baldwin & Clarke corporate finance, Inc.
Bedford, NH
Mr. John Clarke, Jr., President, (603) 668-4353

Barman Capital LLC
New York, NY; Los Angeles, CA
(310) 421-0270

Bengur Bryan & Co., Inc.
Baltimore, MD
Mr. Chris Royston, Managing Director, [email protected] , (443) 573-3030

Detroit, MI
Mr. Jeff Bocan, Managing Director, [email protected], (248) 489-9000

Berkshire Capital
New York, NY; Denver, CO
Mr. Ted Gooden, Managing Director, [email protected], (212) 207-1043

Blackwater Capital Group, Inc.
Chicago, IL; New York, NY; Los Angeles, CA; Austin, TX
Mr. Steven Green, Founder & Senior Managing Director [email protected], (847) 446-4700

Boenning & Scattergood
Philadelphia, PA; Pittsburgh, PA; Marmora, NJ; Powell, OH
Ms. Kathy Wilhelm, Executive Vice President, [email protected]
(800) 883-1212

Boston Capital Advisors
Boston, MA
Mr. Mark Slater, Founder & Managing Partner, [email protected] (617) 669-5281

Brean Murray, Carret & Co., LLC
New York, NY
Mr. William McCluskey
President & CEO, [email protected], (212) 702-6505

Broadmark Capital Corporation
Seattle, WA; New York, NY
Mr. Joseph Schocken, President, [email protected], (646) 467-8615

C. K. Cooper & Company
Irvine, CA; Chicago, IL; New York, NY
Mr. William Porter, Managing Director, (888) 477-9301

Cain Brothers & Company, LLC
New Ywork, NY; Atlanta, GA; Chicago, IL; Houston, TX; Indianapolis, IN; Orlando, FL; San Francisco, CA; St. Louis, MO
Mr. Andrew McB. Garvey, Head of Capital Markets, [email protected]
(212) 869-5600

Capital Alliance Corporation
Dallas, TX
Mr. Edward Dawson, Chairman, President & CEO, (214) 638-8280

The Capital Corporation
Greenville, SC; New York, NY; Spartanburg, SC
Mr. Dan Adams President & CEO [email protected] (846) 672-8400

Cappello Capital Corp.
Santa Monica, CA; Austin, TX
Mr. Alexander Cappello, Managing Director, [email protected], (310) 393-6632

Capstone Partners, L.C.
Boston, MA
Mr. John Ferrara, Founder & Managing Partner, [email protected]
(617) 619-3325

Cary Street Partners LLC
Richmond, VA; Abingdon, VA; Atlanta, GA; Fredricksburg, VA; Greensboro, NC; Staunton, VA
Mr. Tom Tullidge, Managing Director, [email protected] , (804) 521-3340

Cascadia Capital LLC
Seattle, WA
Mr. Michael Butler, Chairman & CEO, (206) 436-2500

Caymus Partners LLC
Atlanta, GA; New York, NY
Mr. Geoffrey L. Faux, Managing Partner, [email protected], (404) 995-8302

Challenger Capital Group, Ltd.
Dallas, TX; Chicago, IL
Mr. Michael Burr, President & Executive Director, [email protected]
(630) 908-7248

Cherry Tree Investments, Inc.
Minnentonka, MN; Denver, CO
Mr. Tony Christianson, Managing General Partner, (952) 893-9012

Clayton Capital Partners
St. Louis; Golden, CO; Dallas, TX
Mr. Kevin Short, Managing Partner, [email protected], (314) 725-9939

Coady Diemar Partners, LLC
New York, NY; Peapack, NJ
Mr. Robert Diemer, Jr. Managing Director, [email protected], (212) 901-2600

Cogent Partners
Dallas, TX; New York, NY
Mr. Scott Myers, Managing Director, [email protected], (214) 871-5407

Colchester Partners, LLC
Boston, MA
Mr. Franklin Kettle
Managing Director, [email protected], (617) 896-0200

The Colmen Group
Wayne, PA
Mr. Peter Colella, Managing Director, [email protected], (610) 964-9020

Colmen Menard Company, Inc.
Wayne, PA
Mr. David Menard, President & CEO, [email protected], (484) 367-0300

Columbia West Capital, LLC
Scottsdale, AZ
Mr. John Farr, Managing Director, [email protected]
(480) 664_3949

Consensus Advisors LLC
Boston, MA; New York, NY
Mr. Michael O'Hara, Founder & CEO, (617) 437-6500

Consilium Partners LLC
Wellesley, MA
Mr. Gregory Sneddon, Senior Managing Director, [email protected], (617) 267-0600

Converge Capital
Dallas, TX
Mr. Jim Stone, Partner & CEO, [email protected], (972) 726-1911

CDI Global
Boca Raton, FL; Chicago, IL; Evergreen, CO; Darien, CT; Los Angeles, CA;
Wilmington, DE
Mr. Terry A. Busskohl, Partner, [email protected], (203) 655-5436

Corporate Finance Associates Worldwide
CFA has offices in 17 states throughout the US
Mr. Robart Contaldo, Managing Partner, [email protected], (847) 836-7035

The Rodman Energy Group
Houston, TX; Simsbury, CT
Mr. T. Prescott Kessey, Managing Director, [email protected], (713) 654-8080

The Courtney Group
Los Angeles, CA; Newport Beach, CA
Mr. Tom Courtney, Founder, [email protected], (949) 706-3600

Covington Associates LLC

Craig-Hallum Capital Group LLC
Minneapolis, MN; Boston, MA; Philadelphia, PA
Mr. Rick Hartfiel, Director of Investment Banking, [email protected]
(612) 334-6381

Crosskeys Capital
Ft. Lauderdale, FL; Chicago, IL; Baltimore, MD; Philadelphia, PA; Tampa, FL
Mr. David Burns, Managing Director, [email protected], (954) 779-2600

D.A. Davidson & Co.
Davidson Companies has over 60 office locations throughout the United States in these states: California, Colorado, Iowa, Idaho, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Ohio, Oklahoma, Oregon, Utah, Washington, Wyoming
Mr. Doug Woodcock, President of Equity Capital Markets, [email protected] (503) 603-3001

Dahlman Rose & Company, LLC
Boston, MA; Houston, TX; New York, NY; San Francisco, CA
Mr. Alexander Khutorsky, Managing Director, Head of Mergers & Acquisitions
(212) 920-2940

Davidson Capital
Santa Rosa Beach, FL; Atlanta, GA
Mr. Thomas Davidson, Sr. President, [email protected], (202) 365-7000

DecisionPoint International
Charlotte, NC; St. Louis, MO
Mr. Douglas Ellis, Managing Partner, [email protected], (704) 248-1122

DeSilva & Phillips, LLC
New York, NY
Mr. Jeffrey Dearth, Partner, [email protected], (202) 338-5790

Dinan & Company, LLC
Phoenix, AZ
Mr. John Kelly, Executive Vice President, [email protected], (866) 447-3500

Dougherty & Company LLC
Minneapolis, MN
(612) 376-4000

Dresner Partners
Chicago, IL
Mr. Gregg Pollack, Managing Director, [email protected], (312) 780-7207

Duncan-Williams, Inc.
Charlotte, NC; Chicago, IL; Cleveland, OH; Hattiesburg, MS; Houston, TX; Jackson, MS; Jersey City, NJ; Knoxville, TN; Los Angeles, CA; Memphis, TN; Nashville, TN; New York, NY; Philadelphia, PA; San Francisco, CA; Seattle, WA
Mr. Ben Labry, Executive Managing Director, [email protected], (901) 260-6833

Eastdil Secured
Atlanta, GA; Boston, MA; Chicago, IL; Dallas, TX; Los Angeles, CA; Orange County, CA; Richmond, VA; San Diego, CA; San Francisco, CA; Silicon Valley; Washington, DC (212) 315-7200

Energy Spectrum Advisors
Dallas, TX
Mr. Charlie Lapeyre, Managing Director , [email protected]
(214) 987-6123

Falkenberg Capital Corporation
Denver, CO
Mr. Bruce Falkenberg, President, [email protected], (303) 320-4800

Ferghana Partners Group
Boston, MA; New York, NY
Mr. William Kridel, Jr. Managing Director, [email protected],
(212) 986-7900

Financo, Inc.
Los Angeles, CA; New York, NY
[email protected], (212) 593-9000

First Southwest Company
Over 20 offices in the following statesL Alaska, Arkansas, California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, Rhode Island, Texas Mr. Stephen Johnson, Managing Director
[email protected], (214) 953-8856

FMI Corporation
Denver, CO; Napa, CA; Phoenix, AZ; Raleigh, NC; Tampa, FL
Mr. William Hill, Managing Director, [email protected], (303) 398-7237

FocalPoint Partners LLC
Los Angeles, CA
Mr. Daniel Conway, Managing Director, [email protected], (310) 405-7000

Focus Strategies, LLC
Austin, TX
Mr. F. Gary Valdez, Founder, [email protected], (512) 477-3280

Gemini Partners Inc.
Baltimore, MD; Los Angeles, CA
Mr. Jeff McKenzie. Managing Director, Head of Mergers & Acquisitions [email protected], (310) 696-4009

Genesis Capital, l.l.c.
Atlanta, GA
Mr. Jeffrey Villwock, Managing Director, [email protected], (404) 816-7503

Gilford Securities
Fort Lauderdale, FL; Melville, NY; Morristown, NJ; New York, NY; Spokane, WA; Westhampton Beach, NY
Mr. Robert Maley, President, [email protected]

Goldmark Advisers, Inc.
New York, NY
Mr. Jeffrey Gold, President, [email protected], (212) 779-6059

Grace Matthews
Milwaukee, WI
Mr. John Beagle, Managing Director, [email protected], (414) 278-1120

Gramercy Venture Advisors
San Francisco, CA
Mr. Dave Weinstein, Partner, (415) 543-3000

Green Manning & Bunch, Ltd.
Denver, CO; Phoenix, AZ
Mr. Chris Hammond, Managing Director, [email protected], (303) 592-4820

Greene Holcomb & Fisher LLC
Minneapolis, MN; Phoenix, AZ; Seattle, WA
Mr. Chip Fisher, Managing Director, [email protected], (612) 904-5704

Greif & Co.
Los Angeles, CA
Mr Jeremy Back, Director, [email protected], (213) 346-9269

Growth Capital Partners, L.P.
Austin, TX; Dallas, TX; Greenwich, CT; Houston, TX
Mr. John Grimes, Managing Director, [email protected], (214) 303-1177

GrowthPoint Technology Partners, LLC
Palo Alto, CA
Mr. Michael Shepherd, Managing Director, [email protected],
(650) 322-2306

GTK Partners
Los Angeles, CA; New York, NY; San Francisco, CA
Mr. James Turo, Managing Director , [email protected], (310) 694-8202

Hales & Company, Inc.
Chicago, IL; New York, NY; San Francisco, CA; Seattle, WA
Mr. Mike Fletcher, Partner, [email protected], (212) 592-5700

Harvey & Company LLC, Newport Beach, CA,
Mr. Eric Hartley, Managing Director (949) 757-0400

Headwaters MB
Boston, MA; Burlington, VT; Denver, CO; Irvine, CA
Mr. John Ippolito, Managing Director, [email protected], (781) 273-6062

HealthCare Markets Group
Houston, TX
Mr. Francis Curry, Managing Director, [email protected], (713) 629-6070

Hoefer & Arnett, Inc.
Atlanta, GA; Austin, TX; Charlotte, NC; Chicago, IL; Cohasset, MA, Marblehead, MA; Raleigh, NC; San Francisco
Mr. Thomas Lynch, Managing Director, [email protected], (312) 655-2980

Austin, TX; Chicago, IL; Dallas, TX; Los Angeles, CA; Palm Beach
Mr. James Hill, Managing Director, [email protected], (310) 535-9200

Imperial Capital, LLC
Boston, MA; Los Angeles, CA; Houston, TX; Minneapolis, MN; New York, NY;
Mr. John Mack, Head of Mergers & Acquisitions, [email protected]
(310) 246-3705

Integris Partners
Denver, CO
Mr. Bill Eastwood, Managing Director, [email protected], (970) 346-3950

Janney Montgomery Scott
Over 50 offices Nationwide
Mr. Cliff Booth, Managing Director, [email protected], (215) 665-6000

JD Ford & Company, L.L.C.
Dallas, TX; Denver, CO; Orange County, CA
[email protected] (303) 333-3673

JH Chapman Group L.L.C.
Chicago, IL
Mr. David Epstein, Principal, [email protected], (773) 693-4800

JMP Group Inc.
Boston, MA; Chicago, IL; New York, NY; San Francisco, CA
Mr. Peter Hunt, Director of Mergers & Acquisitions, [email protected]
(212) 906-3500

Jordan, Knauff & Company
Chicago, IL; Kansas City, MO;
Mr. Thomas Knauff, Managing Principal, [email protected]
(312) 254-5900

Kaufman & Company, LLC
Boston, MA
Mr. Seth Kaufman, Managing Director, [email protected], (617) 426-0444

Kerlin Capital Group, LLC
Los Angeles, CA
Mr. William Doyle, Managing Partner, [email protected], (213) 627-3300

Kurt Salmon Associates Capital Advisors, Inc.
Atlanta, GA; Los Angeles, CA; Minneapolis, MN; New York, NY; San Francisco, CA (212) 319-9450

Ladenburg Thalmann
Boca Raton, FL; Lincolnshire, IL; Los Angeles, CA; Miami, FL; Melville, NY; New York City, NY;
(212) 308-9494

Laidlaw & Company (UK) Ltd.
Boerne, TX; Fort Lauderdale, FL; Miami, FL; Melville, NY; New York, NY; San Francisco, CA; Stamford, CT
Mr. Alex Shtaynberger, Director, [email protected], (212) 697-5200

Landmark Ventures
New York, NY; San Francisco, CA
[email protected] (212) 268-8500

Leerink Swann & Company, Inc.
Boston, MA; New York, NY; San Francisco, CA
Mr. James Boylan, Senior Managing Director, (617) 248-1601

Lincoln International LLC
Chicago, IL; Los Angeles, CA; New York, NY
Mr. Robert Brown , Managing Director, [email protected]
(312) 580-8340

M. R. Beal & Company
Chicago, IL; Dallas, TX; New York, NY; Sacramento, CA
Ms. Donna Sims-Wilson, President, [email protected], (212) 983-3930

Matrix Capital Markets Group, Inc.
Baltimore, MD; Richmond, VA
Mr. Jeff Moore, President, [email protected], (804) 780-0060

Mazzone & Associates, LLC
Atlanta, GA
Mr. Michael Bllom, Managing Director, [email protected], (404) 931-8545

Mesirow Financial Holdings, Inc.
Chicago, IL; New York, NY
Mr. Jeffrey Golman, Vice Chairman and Head of Investment Banking, [email protected],
(312) 595-7880

MidMarket Capital Advisors, LLC
Philadelphia, PA
Mr. Graem Howard, Managing Director, [email protected], (215) 875-8201

Milestone Merchant Partners LLC
Miami, FL; Newport Beach, CA; Washington, DC
Mr. David Doyle, Managing Director, [email protected], (202) 367-3005

Miller Buckfire
New York, NY
Mr. Jason Anderson, Managing Director, [email protected]
(212) 895-1849

Morgan Joseph & Co. Inc.
New York, NY
Ms. Sharon Reaves, Head of Investment Banking Recruiting [email protected], (212) 218-3984

Needham & Company
Boston, MA; Menlo Park, CA; New York, NY; San Francisco, CA
(212) 371-8300

Newbury Piret
Boston, MA
Mr. Allen Fullerton, Managing Director, [email protected], (617) 367-7300

North Point Advisors
San Francisco, CA
Mr. Bill Placke, Managing Director, [email protected], (415) 358-3500

Pagemill Partners, L.L.C.
Palo Alto, CA
Mr. Mark Grossman, Managing Director, [email protected], (650) 354-4086

Pharus Advisors, LLC
New York, NY; San Francisco, CA
Mr. Michael Goodman, Managing Director, [email protected], (212) 904-0100

Philpott Ball & Werner
Boston, MA; Charlotte, NC
Mr. Edward Werner, President, [email protected], (978) 526-4200

Qatalyst Partners
San Francisco, CA; London, UK
[email protected], (415) 844-7700

Reynolds Advisory Partners
Denver, CO
Doug Reynolds, Managing Director, [email protected]

Roth Capital Partners, LLC
Los Angeles, CA; Newport Beach, CA; New York, NY; Radnor, PA; San Diego, CA; Seattle, WA
Mr. Michael Chill, Managing Director, [email protected], (646) 358-1905

Sagent Advisors
Charlotte, NC; Chicago, IL; New York, NY; San Francisco
Mr. David Bain, Managing Director, [email protected]
(415) 489-4400

Salem Partners LLC
Los Angeles, CA
Mr. Trevor Bohn, Managing Director, [email protected], (310) 806-4200

Savvian, LLC
Chicago, IL; Menlo Park, CA; New York, NY; San Francisco, CA
Mr. James Avery, Managing Director, [email protected], (415) 318-3600

Seven Hills Group LLC
San Francisco, CA
Mr. David Weiss, Partner, [email protected], (415) 869-6225

Shattuck Hammond Partners
Atlanta, GA; Chicago, IL; Nashville, TN; New York, NY; San Francisco, CA
Mr. Phillip Camp, Managing Director, [email protected]
(212) 314-0400

Shoreline Pacific LLC
San Francisco, CA
Mr. Paresh Patel, Director of corporate finance, [email protected]
(415) 477 9908

Signal Hill Capital Group LLC
Baltimore, MD; Nashville, TN; San Francisco, CA
Mr. Justin Balciunas, Managing Director, [email protected], (443) 478-2400

Sperry, Mitchell & Company
New York, NY
(212) 832-6628

St. Charles Capital, LLC
Denver, CO
Mr. Wesley Brown, Managing Director, [email protected]
(303) 339-9099

Susquehanna International Group, LLP
Bala Cynwyd, PA; Boston, MA; Chicago, IL; New York, NY; Pasadena, CA; San Francisco, CA; Stamford, CT
(610) 617-2600

SVB Alliant
Palo Alto, CA; Santa Clara, CA
Mr. Brian Larson, Head of Human Resources, [email protected], (408) 654-7400

The Riderwood Group Inc.
Baltimore, MD
Mr. Mitchell Fillet President, [email protected], (410) 825-5445

ThinkEquity Partners LLC
Boston, MA; Chicago, IL; Minneapolis, MN; New York, NY; San Francisco
Mr. Doug Gonsalves, Head of Mergers & Acquisitions, [email protected] (415) 249-2900

Trinity Capital LLC
Los Angeles, CA
Mr. Chad Spaulding, Managing Director, [email protected],
(310) 231-3109

Edina, MN
Mr. Scott Tudor, Managing Director, [email protected], (952) 253-5300

Triton Pacific Capital, LLC
Los Angeles, CA
Mr. Joseph Davis, Managing Director, [email protected], (310) 943-4990

Updata Capital, Inc.
New York, NY, Reston, VA
Mr. John MacDonald, Partner, [email protected], (212) 710-5795

Viant Capital LLC
San Francisco, CA
Mr. Tyler Comann, Managing Director, [email protected], (415) 820-6100

Waller Capital Corporation
New York, NY
Mr. Jeffrey Brandon, Managing Director, [email protected], (212) 632-3600

Westlake Securities LLC
Austin, TX; Houston, TX
Mr. Randy Finch, Managing Director, [email protected], (512) 306-1651

Windstone Capital Partners, Inc.
Scottsdale, AZ
Mr. Bill Miller, Managing Director, [email protected], (602) 224-2400

XRoads Solutions Group
Santa Ana, CA
Mr. Dennis Simon, Head of Corporate Restructuring, [email protected]
(949) 567-1612

Please post any feedback, corrections or requested additions.

Thanks for the help!

Comments (139)

Dec 10, 2010 - 4:23am

That's brilliantly comprehensive and effort-intensive of you, thanks so much.

Cool to find info for SIG. I'm from that area and wanted to know more about them, thanks for the insider info. :)

I am permanently behind on PMs, it's not personal.

Aug 31, 2017 - 12:36pm

These are the only shops you should be working at... here is a guide to all the grasshoppers on wall street.

The Dream Team :
1: PJT, GS, Evercore, MS, Lazard, Moelis

2: JPM, Centerview, Greenhill, Perella Weinberg Partners

Any team made around Lebron:
2.5: CS, BAML
________________________Mega fund cut line*________________

Houston Rockets of the world:

3: Barclays
3.5: DB, Citi, Houlihan, Jefferies
4: UBS, Roths of the world like Liontree

NCAA Championship teams:

5: Wells Fargo, RBC,BMO
________________________Don't even think about PE line_______

Highschool C teams:

6: HSBC, Baird, KBW,Other no name boutiques, Regional bank IB like Key bank, Foreign banks with no deal flow like Mizuho/Nomura/SocGen

Dec 7, 2010 - 9:24am


This is an easy thing to say, but if I could, I would give you at least 3-4 SB for this, but I can't, so I'll at least give a +1. I think this will help out alot of the prospective monkeys in their quest for a job.

Dec 7, 2010 - 11:03am

Chris, awesome job! I just bookmarked this list and will definitely use it for my search. +1 SB.

<span><a href=// rel=nofollow>Wall Street Mentors</a></span>:

It was no small task going through this list, so I'm sure that there's plenty of room for improvement. Please let me know if I missed any banks, included outdated information, etc. I'd love input to improve this list.

Found one well known firm missing from the list: Qatalyst Partners

“Millionaires don't use astrology, billionaires do”
Dec 7, 2010 - 12:41pm

Thanks for the feedback from everyone - great to hear that this will be helpful.

I'll get started on the S&T list shortly. I'm not as familiar with that industry, so recommendations for sites to pull data from (other than WSO) would be really helpful.

I added HSBC and Qatalyst Partners to the list and I realized that I forgot TD Securities. I'm sure I missed at least a dozen or so others, so please let me know if you notice that a bank is missing.

Thanks again,


Dec 7, 2010 - 4:02pm

Very impressive. How did you go about getting all of those direct numbers to managing directors? This must have been very labor intensive.

Men are so simple and so much inclined to obey immediate needs that a deceiver will never lack victims for his deceptions. -Niccolo Machiavelli
Dec 12, 2010 - 1:00am

What are people's thoughts on contacting the partners listed?

I don't mind trying to reach out, but are there inboxes going to get flooded now that their contact info is posted somewhere?

Dec 14, 2010 - 9:29pm

Wow, incredible list Chris. Tell Patrick to give you a bonus, but I'll just give you a silver banana.

- Capt K - "Prestige is like a powerful magnet that warps even your beliefs about what you enjoy. If you want to make ambitious people waste their time on errands, bait the hook with prestige." - Paul Graham
Dec 14, 2010 - 10:22pm

That's a REALLY good list, got to see some Denver companies I haven't found before. Thanks a lot Chris!

"You stop being an asshole when it sucks to be you." -IlliniProgrammer "Your grammar made me wish I'd been aborted." -happypantsmcgee
Dec 20, 2010 - 6:32pm

not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?

Dec 21, 2010 - 12:15am

not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?

Because when your job is to beat the markets and not think the way everyone else does it might be beneficial to have a unique life experience that might not fit the traditional banker mold? Just at a guess.

Protip of the day: If you have to preface your statement with "not to be a dick", you're being a dick.

Mar 8, 2011 - 10:06am

protip duly noted lol

not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?

Because when your job is to beat the markets and not think the way everyone else does it might be beneficial to have a unique life experience that might not fit the traditional banker mold? Just at a guess.

Protip of the day: If you have to preface your statement with "not to be a dick", you're being a dick.

If the glove don't fit, you must acquit!
Mar 8, 2011 - 6:48pm

not to be a dick but if there are more qualified candidates coming from top schools than there are positions... why should companies consider people with no proven track record, come from non target schools and are most likely from an unrelated field/major with irrelevant experience?

Because hiring managers are smart enough to realize that where you went to school is a highly imprecise, noisy signal of your actual talent and intellect. There are plenty of kids coming from non-targets who will run intellectual circles around target kids. For example, most target kids probably couldn't succeed in a Math PhD program, although plenty of non-targets do it every single year. Potential is a complicated thing...

Dec 22, 2010 - 12:28am

Aren't a lot of these people going to get very frustrated when tons of people start contacting them? Especially the people towards the top of the list?

That said, I really appreciate you posting these video interviews... they are extremely helpful and so is the concept of building a custom list.

Jan 2, 2011 - 3:00am

Chris great list! One point to correct even though they are a very small shop and very rarely take on any new analysts / associates the area code for The Capital Corporation is "864" not 846 wanted your contact info to be accurate.

-An opportunity not taken is an opportunity lost.
Jan 15, 2011 - 5:06pm

Just tell them you found it online or heard of their 'great reputation' come on dude...

If I had asked people what they wanted, they would have said faster horses - Henry Ford
Feb 28, 2011 - 8:21pm

I can't even get my mind around the time taken to put this together.

Too bad you don't have contacts for the BBs

Mar 9, 2011 - 5:32pm
Apr 1, 2011 - 2:33pm

some of MDS will definitely be pissed

I totally agree with this, and I will be one of the ones pissing these MDs off.

Follow the shit your fellow monkeys say @shitWSOsays Life is hard, it's even harder when you're stupid - John Wayne
Apr 1, 2011 - 2:14pm

With the indexing speed of Google, these banks are gonna get swamped this weekend.

- Bulls make money. Bears make money. Pigs get slaughtered. - The harder you work, the luckier you become. - I believe in the "Golden Rule": the man with the gold rules.
Apr 1, 2011 - 2:26pm

Superb effort man, my only complain would be that it is very US biased, nevertheless so is the financial industry XD. I will add some info later.

Valor is of no service, chance rules all, and the bravest often fall by the hands of cowards. - Tacitus Dr. Nick Riviera: Hey, don't worry. You don't have to make up stories here. Save that for court!
Apr 1, 2011 - 5:38pm

Thanks a lot for your efforts OP'ER! Extremely useful info.

If you ain't buy side what are you doing on Wall St.? Gimme something good sport...
Jun 6, 2011 - 4:42am

Wow this list is really helpful and also a bit overwhelming. Do you think it'd be too late to contact and apply for internships? I just got into learning about finance/recruiting/etc, so I'm not exactly sure what is the best course of action.

Any advice would be greatly appreciated! Thanks in advance!

Jun 6, 2011 - 1:19pm

I would say that finding a spot from this list now, starting on June 18 or wtv rotation there is, is a big time long shot.

I say apply for a fall internship in wtv city your in and take less course load. :)

Sep 26, 2011 - 9:42pm

Dude you are awesome!

"I always knew I was going to be rich. I don't think I ever doubted it for a minute."
Feb 20, 2012 - 10:52pm

You did all the research for me, thanks

The Four E's of investment "The greatest Enemies of the Equity investor are Expenses and Emotions."- Warren Buffet
May 23, 2012 - 1:31am

Wow! I have to say that this post is spectacular. It gives a reasonable amount of insight on the subject. It is clear that a lot of effort went into it. It is great how you give listings because as important it is to tell, it is also important to show. Great post. Keep em coming.

MarketGrind- revealing the unsung helpful tip to help you in your everyday life.
Jul 16, 2012 - 9:30pm

The list below includes some of my all time favorites and the ones I use on a regular basis for finding internships. Several of these sites are excellent choices for just about any type of internship while others focus more on specific career fields or areas of interest. When beginning my search for an internship, these would be the first places I would look. You will find opportunities on these sites for summer internships, fall internships, spring internships, paid internships, non profit internships, and internships abroad. Thanks

Nov 16, 2013 - 4:00am

If it hasn't been posted already/covered above, here's a list or two that helped me:



"Do not go gentle into that good night"
Jun 26, 2015 - 2:29pm

Incredibly useful resource. You are the man!

"There's no reason to be the richest man in the cemetery. You can't do business from there." - Colonel Sanders
Aug 12, 2016 - 3:26pm

Sorry for bumping if this has been beaten to death - I'm wondering if there is a general guideline to use to decide on a few marginally less selective banks to apply to just to raise the chances of getting anything. I'm aware a boutique isn't always easier than a BB or MM, but is there any type of rule of thumb? I'd assume the lesser known MMs would be easiest simply because they have more openings but less applicants. Any input?

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