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William Geist

Investor

Managing Partner at Upper90

New York, New York, United States

Writes $5M – $10M checks

Find your path to William

737 people in our graph share verified history with William — schools, employers, funds. One of them is your warm intro.

Crystal HuangunlockedWilliam: together at Harvard University (2007–2010)
×4William: together at Columbia Business School
×5William: together at Harvard University
×2William: together at Bank of America Merrill Lynch

About

William Geist uses hybrid equity and non-dilutive financing for tech firms seeking efficient scaling, bringing a quantitative, risk-focused mindset from investment banking, M&A, public markets and CFA.

Contact· self-published, not guessed

Invests in

E-commerceFintechLogistics & Supply ChainMarketplacesSaaS

Experience

  1. Upper90Managing Partnercurrent2018 — present
  2. Perella Weinberg PartnersAssociate2015 — 2017New York City Metropolitan Area
  3. Royal Capital ManagementAnalyst2014New York City Metropolitan Area
  4. Bank of America Merrill LynchAnalyst2010 — 2013New York City Metropolitan Area
  5. Westwicke Partners, LLCSummer Analyst2009Washington DC-Baltimore Area

Skills & more

StrategyLeadershipInvestmentsStart-upsLacrosse1Financial ModelingMergers & Acquisitions1Private EquityValuationInvestment Banking1Capital MarketsCorporate Finance
+12 moreDue DiligenceResearchData AnalysisInsuranceFinanceEconomicsEquitiesFinancial AnalysisBusiness StrategyMicrosoft ExcelMicrosoft PowerPointBloomberg
  • Chartered Financial Analyst (CFA) charterholder — CFA Institute

From William's professional profile.

Colleagues at Upper90

Adam Wittenberg
Controller at Upper90
Alex Cepero
VP of Finance and Sr Controller at Upper90
Alex Urdea
Executive Officer at Upper90
Bebe Chueh
Investor at Upper90
Billy Libby
Managing Partner at Upper90
Brynne Rozzi
Investor Relations Analyst at Upper90
Christine Connelly
Chief of Staff at Upper90
Connor Hoisington
Associate at Upper90

Frequently asked questions

Who is William Geist?
William Geist uses hybrid equity and non-dilutive financing for tech firms seeking efficient scaling, bringing a quantitative, risk-focused mindset from investment banking, M&A, public markets and CFA.
Where does William Geist work?
William Geist is Managing Partner at Upper90.
What does William Geist invest in?
William Geist invests in E-commerce, Fintech, Logistics & Supply Chain, Marketplaces, SaaS.
What check size does William Geist write?
William Geist typically writes checks of $5M – $10M.
Where did William Geist go to school?
William Geist studied at Harvard University (Bachelor’s Degree, Economics - Cum Laude); Columbia Business School (Master of Business Administration (MBA), Finance); McDonogh School.

Same school

Shared employers

Also worked at Royal Capital Management1

Vicente VentoInvestor at DTCP