Fundraising Fox

James Gereghty

Investor

Advisor at BlocTech Investment Group

New York, New York, United States

About

James Gereghty is founding partner of Kips Bay Consulting LLC and an investment executive with over 30 years of experience in private equity, credit, distressed investing, and capital markets. His consulting engagements span operational restructuring, capital structuring, and mergers and acquisitions across North America, Europe, and Asia, with prior executive roles including CIO at Vida Capital, head of distressed investing at Siguler Guff, and positions at UBS, Wachovia, Morgan Stanley, and Bear Stearns. He currently serves as an advisor to venture, credit, and technology firms and sits on boards of nonprofit and academic medical institutions, holds an MBA from Duke, and is a CFA Charterholder.

Experience

  1. Kips Bay Consulting, LLCFounding Partnercurrent2020 β€” presentKatonah, New York, United States
  2. Solaia Capital AdvisorsManaging Director / Partnercurrent2018 β€” presentStamford, Connecticut, United States
  3. Falls Bridge CapitalSpecial Advisorcurrent2019 β€” presentPhiladelphia, Pennsylvania, United States
  4. Vorsprung PartnersSpecial Advisorcurrent2018 β€” presentCologne, North Rhine-Westphalia, Germany
  5. Diamond S Shipping Group, IncBoard Member2015 β€” 2018Greenwich, CT
  6. FrontMarine Co. Ltd.Board Member2013 β€” 2018Lemmisol, Cyprus
  7. Patriot Bank, N.A.Board Observer2010 β€” 2018Stamford, CT
  8. Siguler Guff & CompanyManaging Director2009 β€” 2018New York City Metropolitan Area
  9. Sun National BankBoard Observer2015 β€” 2016Mt. Laurel, NJ
  10. Wells Fargo (formerly Wachovia Securities)Director2008 β€” 2009New York City Metropolitan Area
  11. UBS Investment BankExecutive Director2006 β€” 2008Stamford, CT
  12. Morgan StanleyExecutive Director2005 β€” 2006New York City Metropolitan Area
  13. Education Finance PartnersBoard Observer2005 β€” 2006San Francisco, CA
  14. Bear Stearns & Co. Inc.Managing Director1999 β€” 2005New York City Metropolitan Area
  15. Bear Stearns & Co. Inc.Associate (Summer Internship)1998New York City Metropolitan Area
  16. Morgan StanleyTrader's Assistant1993 β€” 1997New York City Metropolitan Area

Education

  1. Duke University - The Fuqua School of BusinessMaster of Business Administration (MBA), Accounting and Finance1997 β€” 1999
  2. The University of ConnecticutBachelor of Arts (BA), Economics1988 β€” 1993
  3. The Deutsche Sommerschule am AtlantikLanguage Proficiency Certificate, German Language and Literature1992

Skills & more

LeadershipStrategy2Hedge Funds10Private Equity12High Yield3Fixed Income4Equities5Capital Markets12Asset Management3Alternative Investments4Valuation7Investments5
+12 moreFinancial ModelingPortfolio ManagementFund Of FundsDue DiligenceStructured FinanceSecuritizationBondsTradingDerivativesFinancial AnalysisCredit RiskFinancial Reporting
  • Supervisory Analyst (Series 63) β€” FINRA
  • Uniform Securities Agent State Law β€” FINRA
  • Uniform Securities Agent State Law (Series 16) β€” FINRA
  • General Securities Representative (Series 7) β€” FINRA
  • General Securities Representative (Series 7) β€” FINRA
  • Chartered Financial Analyst charterholder β€” CFA Institute

From James's professional profile.

Shared employers

Colleagues at BlocTech Investment Group