WallachBeth Capital Further Expands Investment Banking Capabilities with the Hire of David Mortimer

JERSEY CITY, N.J., June 27, 2018 /PRNewswire/ — WallachBeth Capital LLC, a leading provider of institutional execution services, announced the further expansion of its corporate finance and advisory services with the addition of Dave Mortimer, who will serve as Managing Director of the firm’s investment banking division, focusing on the Financial Services and FinTech sectors. He will be responsible for strategic advisory, capital raising, and financial services strategies.

Mr. Mortimer is a respected executive and strategic advisor with over 25 years of experience. Prior to WallachBeth, Mr. Mortimer was a founding member of the advisory practice of SenaHill Partners, a FinTech focused merchant bank. He was also the founder and CEO of 3D Markets, Inc., where he developed the world’s first Alternative Trading System (ATS) for institutional options. Previously, Dave headed Algorithmic and Portfolio Trading at Piper Jaffray, was the President of Vie Financial, and held leadership positions in program and derivatives trading at Knight Securities, Susquehanna International Group, and The Chase Manhattan Bank.

Dave is an active committee member of various industry associations including Security Traders Association (STA) and National Organization of Investment Professionals (NOIP). He regularly speaks at leading industry conferences and lectures at prominent business schools across the country.