Jon Stein

Jon Stein is the VP of Investment Banking at YoungAmericaCapital. Jon has worked in the finance industry for over 10 years. Prior to their current position, they were an Associate at New York Bay Capital from May 2014 to August 2017. In their role, they met with clients, prospective clients and advisors, and was responsible for originating deals. Jon also reviewed material submitted by analysts before dispersing it to clients.

Jon Stein attended Drake University where they earned their Bachelor of Science in Business Administration with a concentration in finance. Jon also holds certification from the Financial Industry Regulatory Authority (FINRA) in both the Series 63 and 79 licenses.

Some of their coworkers include Igor Gourari - MD, Investment Banking, Tim Busler - MD, and David Bunzel - MD, Investment Banking, M&A, Public & Private Markets. Jon Stein reports to Peter Formanek, Founder & Managing Partner.