Phillip Toth

Phil has over 25 years of experience in institutional capital markets and financial advisory. This is the third firm in which he has a principal role. Phil led or participated in transactions totaling many billions of dollars at firms such as Stifel Nicholas, Cohen and Company, and Ernst & Young. Sample transactions include acting as placement agent for marketplace lending securitizations, collapsing securities deals, trading, and creating structured products and advisory roles for numerous companies. He has extensive experience working internationally with deals to his credit in Asia, Europe, and North America. Phil has an undergraduate degree in Finance from Michigan State University, and master’s degrees from the University of Oklahoma (MBA), SDA Bocconi (Master International Economics), and Columbia University (Master Public Policy). He is well-known in the industry for his commendable contributions which include publishing articles, participating as a panelist at many significant industry-related conferences, teaching at Columbia and Seton Hall Universities, and serving as the Head Learning Facilitator for Harvard University’s FinTech Program.