William Geist

William Geist, CFA is currently the Managing Partner at Upper90, having extensive experience in mergers & acquisitions within the financial institutions group. Prior to their current role, William worked as an Associate at Perella Weinberg Partners and as an Analyst at Royal Capital Management and Bank of America Merrill Lynch. William holds a Bachelor’s Degree in Economics from Harvard University and a Master of Business Administration (MBA) in Finance from Columbia Business School.