Joel Falk
Profile
Previously, Mr. Falk headed convertible origination at Bank One and prior to that oversaw convertible departments at William Blair & Co. and Everen Securities.
Mr. Faulk holds an MBA from The University of Chicago Graduate School of Business.
Former positions of Joel Falk
| Companies | Position | End |
|---|---|---|
J. Giordano Securities Group, Inc.
 J. Giordano Securities Group, Inc. Investment Banks/BrokersFinance Founded by James Giordano in 1999, J. Giordano Securities Group, Inc. is an independent, privately-owned full-service investment banking and brokerage firm headquartered in New York City. The firm is also known as NewOak Capital Markets LLC. They provide a range of investment banking services for small-cap and middle-market companies including private capital, initial and follow-on public equity offerings, convertible debt and preferred stock offerings, high yield offerings and M&A advisory services. J. Giordano Securities Group also provides equity and fixed-income research to institutional clients. The firm's research focuses on the following sectors: (1) industrial services (2) conventional energy (3) regional and special situations (4) shipping (5) healthcare (6) homeland defense and (7) business services. J. Giordano Securities Group is a member of the NASD and SIPC. | Institutional Sales | 2007-12-31 |
| Everen Securities, Inc. | Corporate Officer/Principal | - |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | - |
Training of Joel Falk
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
J. Giordano Securities Group, Inc.
J. Giordano Securities Group, Inc. Investment Banks/BrokersFinance Founded by James Giordano in 1999, J. Giordano Securities Group, Inc. is an independent, privately-owned full-service investment banking and brokerage firm headquartered in New York City. The firm is also known as NewOak Capital Markets LLC. They provide a range of investment banking services for small-cap and middle-market companies including private capital, initial and follow-on public equity offerings, convertible debt and preferred stock offerings, high yield offerings and M&A advisory services. J. Giordano Securities Group also provides equity and fixed-income research to institutional clients. The firm's research focuses on the following sectors: (1) industrial services (2) conventional energy (3) regional and special situations (4) shipping (5) healthcare (6) homeland defense and (7) business services. J. Giordano Securities Group is a member of the NASD and SIPC. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
| Everen Securities, Inc. | Finance |
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