Pickwick Capital Partners
David Oles has extensive work experience in various industries. David started their career in 1989 at Wells Fargo Bank, N.A. as a Business Banking Sales Manager, where they focused on business development and loan origination. David later joined Chase Manhattan Bank USA as a Mortgage Banking Relationship Manager, where they specialized in residential lending for high-net-worth clients. In 1995, they founded Virtual Film Market, Inc., a high-tech start-up in the entertainment industry. David then became the Principal of Asher Consulting Group, Ltd. in 2000, providing business advisory services in various sectors. In 2014, they became the Managing Director of Pickwick Capital Partners, LLC, offering advisory and transactional services to corporate clients. Currently, David is the Principal of Hyde Capital, an alternative investment platform focusing on real estate private debt.
David Oles has a diverse educational background spanning several decades. In 1982, they earned a Bachelor of Arts (BA) degree in Political Science from UCLA. Following this, from 1993 to 1995, they pursued a Master of Business Administration (M.B.A.) with a concentration in Corporate Finance from USC Marshall School of Business. David continued their studies and obtained a Master of Arts in Theology (MAT) from Fuller Theological Seminary between 1999 and 2005, focusing on Theology.
In more recent years, David Oles enrolled in The London School of Economics and Political Science (LSE) in 2023, completing a Master of Science (MSc) degree in International Strategy and Diplomacy in 2024. Furthermore, they obtained several certifications related to finance, including the Series 7, 24, 63, 79, and 99 from FINRA in July 2014.
Pickwick Capital Partners
Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others. Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with the capabilities, motivation and experience necessary for success. Our advisors have collectively completed capital raising and M&A transactions worth billions of dollars. Pickwick’s primary services are investment banking, focused on M&A and debt/equity, and third-party-marketing placements, in which we raise capital for alternative asset funds including hedge funds, private equity groups and venture capital funds. We offer our clients the advantage of a well-established and broad network of institutional investors, family offices, qualified purchasers, private equity and buy-out groups, strategic buyers, growth capital providers, senior, junior and mezzanine lenders and debt providers, and emerging and middle-market companies. We also provide our clients strategic insights into a diverse range of industries, including: cyber/physical security, banks/financial institutions and financial technology (Fin-Tech), real estate, Big Data, aerospace/defense, alternative energy/clean tech/green tech, entertainment, industrial, health IT/medical devices/biotech/pharmaceuticals, e-learning and tech-enabled business services. An SEC-registered Broker/Dealer and member of FINRA and SIPC, Pickwick is located in Westchester, New York, with advisors across the country, including in the metro DC-area, Boston, Los Angeles, Richmond, Baltimore, Miami, Dallas, Austin and Houston.