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Carter McClelland

Investor

Chairman and Co-Founder at Union Square Advisors LLC · Chairman and Founder, Union Square Advisors at SteelSky Ventures

New York, New York, United States

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About

Chairman and Partner at Union Square Advisors who previously served as President of Bank of America's New York Market and Chairman of Banc of America Securities, with a Wall Street career spanning over 50 years including 21 years at Morgan Stanley.

Experience

  1. Union Square AdvisorsChairmancurrent2007 — present
  2. Bank of AmericaChairman of Securities Company1998 — 2006
  3. Morgan StanleyRetired1973 — 1995

Skills & more

Investment Banking24Private Placements12Capital Markets13Equities7Private Equity33Venture Capital41Hedge Funds3Valuation12Corporate Finance10Fixed Income1Mergers8Financial Modeling6
+12 moreBusiness ValuationInvestmentsBloombergLBOM&A experienceStart-upsMergers & AcquisitionsCorporate DevelopmentFinanceStrategyIPODue Diligence

From Carter's professional profile.

Colleagues at Union Square Advisors LLC

Camille Chow
Business Management Associate at Union Square Advisors LLC
Charles Wind
Analyst at Union Square Advisors LLC
Devon Ritch
Partner, Mergers & Acquisitions at Union Square Advisors LLC
Edward (Ted) R. Smith
President and Co-Founder at Union Square Advisors LLC
Frank A. Alleva
Managing Director at Blue Owl Capital
Gelila Bekele
Head of AI Strategy at Union Square Advisors LLC
Ishrak Zaman
Analyst at Union Square Advisors LLC
Jon Shalowitz
Managing Director, Software at Union Square Advisors LLC

Frequently asked questions

Who is Carter McClelland?
Chairman and Partner at Union Square Advisors who previously served as President of Bank of America's New York Market and Chairman of Banc of America Securities, with a Wall Street career spanning over 50 years including 21 years at Morgan Stanley.
Where does Carter McClelland work?
Carter McClelland is Chairman and Co-Founder at Union Square Advisors LLC.
Where did Carter McClelland go to school?
Carter McClelland studied at Stanford University Graduate School of Business (MBA).

Same school

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