Banking

Insurance

EF Hutton

EF Hutton's headquarters in New York, NY, United States

Sharad Agrawal

Ryan J. Whalen

John Perez

Philip Wiederlight

David W. Boral

C. Anthony Butler

Jared S. Merlin

Duncan B. Swanston

Gaurav Verma

Stephanie Hu

This department focuses on providing financial advisory services and capital raising solutions for clients in various industries.

Investment Banking

This department focuses on managing client relationships and delivering equity research insights.

Client Services

The Investment Management team at EF Hutton focuses on identifying, assessing, and managing investment opportunities across various sectors, particularly in venture capital. Led by the Chief Technology Officer and supported by seasoned professionals like the Head of Structured Products and the Senior Associate in Investment Banking, the team develops innovative strategies to optimize portfolio performance while mitigating risks. The Chief Operating Officer ensures smooth operational workflows, enabling the team to execute high-impact investments effectively.

Investment Management

The Research and Compliance team at EF Hutton is responsible for conducting in-depth market and industry research, particularly in the healthcare sector, to inform investment strategies. They ensure that all research activities adhere to regulatory standards and compliance requirements, safeguarding the firm's integrity and facilitating informed decision-making in venture capital investments.

Research and Compliance

The Leadership Team at EF Hutton is responsible for setting the strategic vision and direction of the firm, guiding investment decisions, and fostering relationships with portfolio companies and stakeholders. With a focus on innovative ventures, the team works collaboratively to identify growth opportunities and drive long-term success for both the firm and its investments.

EF Hutton

Org chart

Teams

Investment Banking

Client Services

Investment Management

Research and Compliance

Leadership Team

Offices

EF Hutton

Org chart

Teams

Investment Banking

Client Services

Investment Management

Research and Compliance

Leadership Team

Offices

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