William H. Banks
Profile
Mr. Bill H.
Banks is a Managing Director at Harvest Capital Strategies LLC.
Prior to joining Harvest in October 2010, Mr. Banks was a founding partner at Huntington Allen, a boutique financial services firm focused on raising late-stage venture capital.
He was previously with Merriman Curhan Ford, where he served as President of subsidiary MCF Wealth Management and focused on the acquisition and management of independent investment advisory firms.
He also led Merriman Curhan Ford's acquisition of Panel Intelligence and was President of that subsidiary for two years.
Beforehand, he was Senior Vice President of sales and marketing for Advisor Software, a provider of portfolio analytics solutions for investment advisors, and was an Executive Vice President responsible for strategy, marketing and communications at Longitude, a derivatives trading technology platform with clients such as Goldman Sachs, Deutsche Bank, JPMorgan, Bear Stearns and Swiss Re.
Early in his career, he spent several years at Kidder Peabody & Company in the institutional fixed income group.
Mr. Banks graduated with a bachelor's degree from Dartmouth College and an MBA from the Stanford Graduate School of Business.
Former positions of William H. Banks
| Companies | Position | End |
|---|---|---|
CRM Software LLC
 CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Corporate Officer/Principal | - |
Harvest Capital Strategies LLC
 Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Analyst-Equity | - |
Training of William H. Banks
| Dartmouth College | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Harvest Capital Strategies LLC
Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Finance |
CRM Software LLC
CRM Software LLC Packaged SoftwareTechnology Services CRM Software, Inc. develops office management software products. It offers Junxure, a cloud customer relationship management solution that enables financial advisors to capture client demographic and financial data. The company was founded by Ken Golding and Greg Friedman in 2001 and is headquartered in Raleigh, NC. | Technology Services |
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