Tommy joined EquityZen as an Investment Associate in 2021.  He began his career as an Analyst in the UBS Graduate Talent Program. Upon completion of the program, he worked as an Analyst with the UBS Direct Investments Group, providing eligible clients with private placement investment opportunities in pre-IPO companies and single-asset real estate offerings. Following his time at UBS, he worked in public sector enterprise software sales at MuleSoft, a Salesforce Company. He holds a B.S. in Accounting & Financial Management from Bucknell University.

 

Outside of work, Tommy can be found playing in his indie-rock band "Meyru", attending live concerts, and exploring all that NYC has to offer.

 

Tommy holds FINRA Series 7 and 66 licenses.