December 30, 2024
As we close out the year, we at Britehorn Securities want to take a moment to reflect and express our gratitude to the seven outstanding registered representatives who joined our broker-dealer platform in 2024. As a boutique broker-dealer that specializes in providing high-touch, yet streamlined, regulatory and compliance services to investment bankers and private placement professionals like ourselves — we highly value every new relationship we form and cannot wait to support each of these individuals in their future endeavors and successes.
MEET OUR NEW REPRESENTATIVES:
Ryan Tracey of Highland Advisory Group
Ryan Tracey is the Founder and Managing Partner of Highland Advisory Group. With over 20 years of experience in M&A and restructuring, Ryan established Highland with a mission to empower business owners with the tools, resources, and expertise necessary for a successful exit. His goal is to bring the expertise typically available to larger companies to the lower-middle market. As Highland continues to grow, Ryan partnered with Britehorn Securities as his broker-dealer to enhance his M&A operations.
Stephen Cotugno of Purdy Road Capital
Stephen Cotugno joins Britehorn Securities with a rich background in transaction advisory and finance. As the founder of Purdy Road Capital, Stephen leads a team of senior finance executives with decades of investment banking and corporate finance experience. His firm specializes in helping clients find the right investors and establish meaningful relationships to drive business growth.
Robert Wood of BridgeWood Alternatives
Based in Hong Kong, Bobby Wood founded BridgeWood Alternatives over six years ago as a boutique alternative investment advisory and placement firm. His firm takes a consultative, solutions-based approach to sourcing and advising on unique, alpha-generating investment opportunities across asset classes, strategies, and geographies. As Bobby expanded his outreach efforts to the U.S., he partnered with Britehorn Securities as his broker-dealer to stay in compliance with FINRA and SEC regulations.
Matthew Wilkens of South Pointe Securities
Matthew Wilkens recently founded South Pointe Securities, a capital markets firm delivering tailored financing solutions and strategic advice in high-barrier-to-entry industries. With a focus on helping clients navigate complex asset classes, Matt turned to Britehorn Securities for support in his FINRA-regulated activities as the firm continues to grow.
Daniel Olson of DO Capital Partners
A former Partner at First Capital Ventures with a distinguished career at institutions such as Credit Suisse and Morgan Stanley, Daniel Olson has recently launched his own firm, DO Capital Partners. Leveraging his extensive leadership experience in investor relations and institutional fundraising, Daniel chose Britehorn Securities to support his capital-raising efforts.
Ethan Waddell of Delcap Management
Real estate and finance veteran Ethan Waddell is proud to highlight his comprehensive background in mortgage banking, asset management, and real estate investment — which he leverages in his role an Investment Banker at Delcap Management, bringing critical capital raising abilities to the business through his FINRA licensing via Britehorn Securities.
Robert Kobre of Kobre Capital
Robert Kobre spent most of his 30-year banking career at two of the leading global investment banks. While entrepreneurial and highly successful within those institutions, Mr. Kobre will now continue to provide M&A advisory, debt capital markets advice, restructuring advisory, and equity & private placements in a boutique environment for corporate and private equity clients — with Britehorn Securities supporting him as his broker-dealer.
Looking Ahead
To all the professionals who joined us this year—thank you for trusting Britehorn Securities. We are excited to work alongside you and help you navigate the regulatory landscape with confidence.
If you are an investment banker or private placement professional looking for a broker-dealer to facilitate your FINRA registration and manage your compliance and licensing needs, reach out to us at [email protected] today. We look forward to hearing from you!