Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit www.uscapital.com.

Banking

Investment Management

US Capital

US Capital's headquarters in San Francisco, CA, United States

Jeffrey Sweeney

Ish Spencer

Vanessa Guajardo

Colleen Gray

Roger Allen

Prodipta Bhattacharya

Nouha Chbak

The Investment Banking Team at US Capital specializes in providing customized financial solutions for middle-market enterprises. This includes advising on mergers and acquisitions, capital raising, debt and equity financing, and strategic financial planning. The team comprises experienced professionals including Managing Directors, Vice Presidents, Analysts, and Associates who work collaboratively to deliver tailored investment strategies and manage complex financial transactions for their clients.

Investment Banking Team

The Leadership Team at US Capital Global comprises top executives and senior leaders responsible for driving the company's strategic vision, overseeing operational efficiency, and ensuring the effective execution of investment banking and financial services. They provide guidance and support across all divisions, fostering client relationships, managing key business activities, and steering the firm towards achieving its growth and performance objectives.

Leadership Team

The Marketing and Client Relations Team at US Capital Global focuses on enhancing the company's market presence and maintaining strong relationships with clients. This team handles digital marketing initiatives, manages client communications, supports sales activities, and leverages data analytics and social media to optimize marketing strategies. They also ensure that client and executive support requests are efficiently managed, contributing to overall client satisfaction and business growth.

US Capital

Org chart

Teams

Investment Banking Team

Leadership Team

Marketing and Client Relations Team

Offices

US Capital

Org chart

Teams

Investment Banking Team

Leadership Team

Marketing and Client Relations Team

Offices

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