Adam Waite Email & Phone Number
Managing Director - Financial Technology Investment Banking @ Citizens M&A Advisory
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Adam Waite Location
- Boston, MA, US
Adam Waite Work
- Managing Director - Financial Technology Investment Banking @ (March 2025 - Present)
- Managing Director @ (May 2022 - July 2024)
- Director @ (January 2020 - March 2022)
- Director @ (December 2017 - December 2019)
- Vice President @ (December 2015 - December 2017)
- Associate @ (July 2014 - December 2015)
- JD and MBA Candidate @ (August 2011 - June 2014)
Adam Waite Education
- Northwestern University - Kellogg School of Management
MBA (Finance)
2012-2014 - Northwestern University Pritzker School of Law
JD
2011-2014 - Bates College
BS (Economics)
2000-2004 - The Hotchkiss School 1999-2000
Adam Waite Skills
- Alternative Investments
- Asset Allocation
- Derivatives
- Due Diligence
- Economics
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Mergers & Acquisitions
- Private Equity
- Valuation
- Venture Capital
- Football
- Positioning
- Capital Structure
- Boston
- Charities
- Art
- Panic
- Transmission
- Finalist
- Sports
- Applied Behavior Analysis
- Insurance
- Portfolio
- Space
- Golf
- Debt
- Young Adults
- History
- Settlement
- Portfolio Management
- Investment Research
- New York
- Legal Writing
- Juris
- Capital Markets
- Refinance
- Distress
- Baseball
- Combination
- Articulating
- Reports
- Strategy
- Organizational Restructuring
- Business Administration
- Kellogg
- Sustainability
- Thesis
- Attractive
- Wall Street
- Turn Around Management
- Risk Management
- Maine
- Training
- Credit
- Legal
- Liquidity
- Cancer
- Conferences
- Management
- Supports
- Research
- Thoroughness
- Risk
- Conceptual Modeling
- Meetings
- Short
- Security
- Capital
- Mergers and Acquisitions
- Chicago
- Competition
- Chartered Financial Analyst
Adam Waite Summary
- Adam Waite, based in Boston, MA, US, is currently a Managing Director - Financial Technology Investment Banking at Citizens Capital Markets and Advisory. Adam Waite brings experience from previous roles at D.A. Davidson Companies, Piper Sandler and Sandler O'Neill + Partners, L.P.. Adam Waite holds a 2012 - 2014 MBA in Finance @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Alternative Investments, Asset Allocation, Derivatives, Due Diligence, Economics and more. Adam Waite has 2 emails and 1 mobile phone numbers on RocketReach.
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