Fundraising Fox

Zack Ellison

Investor

Founder, Managing General Partner, & Chief Investment Officer at Applied Real Intelligence (A.R.I.)

St. Petersburg, Florida, United States

About

Zack Ellison is the founder and managing general partner of A.R.I. and serves as its chief investment officer, focusing on providing strategic debt financing to startups. He holds MBA, MS, CFA, and CAIA credentials and has authored work on venture debt and alternative credit.

Experience

  1. Applied Real Intelligence LLC ("A.R.I."​)Managing General Partner & Chief Investment Officercurrent2018 — presentGreater Tampa Bay Area
  2. Applied Real Intelligence LLC ("A.R.I."​)Podcast Host of "The 7 in 7 Show with Zack Ellison"current2023 — presentUnited States
  3. Sun Life Investment ManagementDirector, U.S. Fixed Income2013 — 2017Greater Boston
  4. Deutsche BankSales & Trading2011 — 2013New York, New York
  5. ScotiabankInvestment & Corporate Banker2007 — 2010New York, New York
  6. Thomson ReutersCapital Markets Intelligence Consultant2005 — 2007New York, New York

Education

  1. University of FloridaDoctor of Business Administration
  2. The University of Chicago Booth School of BusinessMaster of Business Administration (MBA), Concentrations in Analytic Finance and Economics
  3. NYU Stern School of BusinessMaster of Science (MS) in Risk Management
  4. Swarthmore CollegeBachelor of Arts - BA, Economics

Skills & more

Bloomberg8Python2R2Board Governance3Board of Directors2Private Equity4Equity Capital Markets1Investor Relations1Capital Markets AnalysisCapital Markets AdvisoryStock Market AnalysisLoan Underwriting
+12 moreLeveraged LendingLoan SyndicationsDebt RestructuringCommercial LendingCredit UnderwritingLoan OriginationLoan ServicingBond TradingCredit TradingCDS TradingCorporate CreditCredit Default Swaps (CDS)
  • CAIA Charterholder — CAIA Association
  • Chartered Financial Analyst (CFA) — CFA Institute

From Zack's professional profile.

Colleagues at Applied Real Intelligence (A.R.I.)

Ben Wiles
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Dan Espinal
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Digvijay "Sunny" Singh
Chairman, TCA Venture Group at Applied Real Intelligence (A.R.I.)
Matt Schwartz
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Sunny Singh
Advisory Committee Member at Applied Real Intelligence (A.R.I.)

Frequently asked questions

Where does Zack Ellison work?
Zack Ellison is Founder, Managing General Partner, & Chief Investment Officer at Applied Real Intelligence (A.R.I.).

Same school

Also attended University of Florida139

Bill GurleyGeneral Partner Emeritus at Benchmark; author of Above the Crowd; BG2 co-hostLauren HolsingerChief Of Staff at March Capital PartnersAndrea EchstenkamperVP of Marketing at HeavybitAmy KalokerinosInvestor at Khosla VenturesBrendon SchmidtPrincipal & Head of Business Development at Sierra VenturesDavid CorreaChief Financial Officer and Chief Compliance Officer at Marlin Equity Partners

+ 133 more

Also attended The University of Chicago Booth School of Business476

Prashant ShahPartner at Monta Vista CapitalNoorPartner at Clear VenturesTinaInvestments & Portfolio Services Team Member at Clear VenturesKatrin GeyskensExecutive Director at Capricorn Venture PartnersBill PescatelloInvestor at LightbankGlebFounder and Managing Partner at iTech Capital

+ 470 more

Also attended NYU Stern School of Business413

Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsAlex TosoliniAdvisor at CincyTechMax WechterSenior Director of AI at Lerer HippeauKrupa VankayalaPartner, People & HR at Sapphire Ventures

+ 407 more

Also attended Swarthmore College37

David KaufmanInvestor at Third Rock VenturesElena VibochManaging Director at General CatalystBrian SmigaVenture Partner, Co-Founder at Alpha PartnersChad KemmererAnalyst at Volition CapitalAlex ZhangInvestor at Matter Venture PartnersBryan BaumCo-Founder & Managing Partner at K5 Global

+ 31 more

Shared employers

Also worked at Sun Life Investment Management12

Luke CurranSenior Analyst at Naples Technology VenturesRekha SampathInvestor at Walnut Venture AssociatesAmy PollardSenior Investment Associate at InBC Investment Corp.Sean BallardBoard of Directors at Angel One Investor NetworkMichael PlauntzFinance at Roseview Global IncubatorRashmi BhambhaniMarketing & Communications at Roseview Global Incubator

+ 6 more

Also worked at Deutsche Bank509

Bill GurleyGeneral Partner Emeritus at Benchmark; author of Above the Crowd; BG2 co-hostFunmi GarrickFinance and Operations at Impact America FundGiuseppe IademarcoHead of Global Partnership at P101 VenturesJeppe ZinkPartner at NorthzoneDan MoreheadFounder & CEO at Pantera CapitalJavier BorreroSenior Director at Inveready Technology Investment Group

+ 503 more

Also worked at Scotiabank62

Gurdeep PrewalCo-founder & General Partner at Rocana VenturesJean-Francois MarcouxCo-Founder & Managing Partner at White Star CapitalAllison PazInvestor at Reign VenturesJacob TopatighAssociate at Whitecap Venture PartnersShay NulmanVice President and Venture Partner at Gibraltar VenturesKhaled LababidiPartner at Arbor Ventures

+ 56 more

Also worked at Thomson Reuters112

Andrea HippeauPartner at Lerer HippeauBob StefanskiManaging Director at eLab VenturesRhie LimPartner, Global Strategy at One Way VenturesJoePartner at Thomson Reuters VenturesJosef NajmPrincipal at Thomson Reuters VenturesJillExecutive Assistant at Thomson Reuters Ventures

+ 106 more