Greg Hartlein

Greg Hartlein is a Managing Director at Carlsquare, beginning in January 2025, where responsibilities include partnering with stakeholders in innovative Healthcare IT companies on M&A and capital raising strategies. Prior to this, Greg served as Managing Director at D.A. Davidson Equity Capital Markets from December 2022 to November 2024, and held various roles at D.A. Davidson Companies, Stephens, and ThinkEquity LLC, focusing on technology investment banking. Previous experience includes positions at Stifel Financial Corp., Mufson Howe Hunter and Company, and Cohen & Company Financial, providing extensive expertise in financial analysis and investment in the community bank and thrift sectors. Greg holds a Bachelor of Science in Finance and Economics from Drexel University's LeBow College of Business.