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Bret Wallace

Senior Analyst - Discretionary Center Book at Freestone Grove Partners
Intro Book
Finance expert with MBA from Harvard Business School and experience in hedge funds, private equity, and investment banking.
  • Claim this Profile
Location
San Francisco, California, United States, US
Languages
  • Spanish -
Skills
  • Hedge Funds
  • Private Equity
  • Investment Banking
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Bio

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Bret Wallace is a seasoned finance professional with expertise in hedge funds, private equity, and investment banking. He holds an MBA from Harvard Business School and a Bachelor of Science in Economics from the University of Pennsylvania. With over 7 years of experience in the industry, Bret has worked at top firms such as Goldman Sachs, Surveyor Capital, and Spyglass Capital Management.

Experience

  • Freestone Grove Partners
    • San Francisco, California, United States
    • Senior Analyst - Discretionary Center Book
      • Apr 2023 - Present
      • San Francisco, California, United States

  • Spyglass Capital Management LLC
    • San Francisco, California, United States
    • Senior Research Analyst
      • Nov 2021 - Apr 2023
      • San Francisco, California, United States

  • Surveyor Capital
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Apr 2019 - Sep 2021

    • Senior Associate
      • May 2018 - Apr 2019

  • White Elm Capital
    • San Francisco Bay Area
    • Principal
      • Aug 2015 - May 2018
      • San Francisco Bay Area

  • White Elm Capital
    • San Francisco Bay Area
    • Summer Analyst
      • Jun 2014 - Aug 2014
      • San Francisco Bay Area

  • TPG Capital
    • San Francisco Bay Area
    • Associate
      • Aug 2010 - Jul 2013
      • San Francisco Bay Area

      North American Buyouts Group (NABG)

  • Goldman Sachs
    • New York, New York
    • Analyst
      • Jul 2008 - Jul 2010
      • New York, New York

      Investment Banking DivisionFinancial Institutions Group (FIG)

Education

  • 2013 - 2015
    Harvard Business School
    Master of Business Administration (MBA)
  • 2004 - 2008
    University of Pennsylvania
    Bachelor of Science in Economics, Finance
  • 2004 - 2008
    University of Pennsylvania
    Bachelor of Arts (BA), Philosophy, Politics & Economics (PP&E)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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