At Source Capital Group, our people are our greatest asset. The Investment Banking team comes from a diverse background of Wall Street experience, creating a range of talent not typically seen at a boutique investment bank. Our professionals have worked at some of the leading primary and regional financial institutions such as GE Capital, Merrill Lynch, UBS, Smith Barney, Oppenheimer and Janney Montgomery.
In addition, our bankers draw from experience across a broad range of industries to add value to our clients through well-rounded, informed advice. Our investment bankers, supported by our talented team of analysts, work together to serve our client’s needs while adhering to the highest standards of quality and integrity.