James Conroy, CFA, has extensive experience in private capital markets, currently serving as Director at Carta since April 2021, where contributions include ascending through several roles from Senior Manager to Senior Associate. Prior experience includes positions at JMP Securities LLC as an Equity Capital Markets Associate and Analyst from July 2017 to April 2021, and roles at Morgan Stanley from June 2015 to July 2017, encompassing a Finance Analyst role within a Rotational Analyst Program and a Finance Summer Analyst position. James's early career includes an internship with KPMG UK in International Executive Services. Academically, James holds a Bachelor's Degree in Applied Accounting and Finance from Fordham University, completed in 2015, and graduated from Chaminade High School in 2011.
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