Tyler Peltz, CFA
Investment Banking Associate at Delancey Street Partners- Claim this Profile
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Bio
Experience
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Delancey Street Partners
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Associate
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Jan 2023 - Present
Conshohocken, Pennsylvania, United States
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Investment Banking Analyst
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Jun 2022 - Dec 2022
Conshohocken, Pennsylvania, United States
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VRC (Valuation Research Corporation)
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United States
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Financial Services
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200 - 300 Employee
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Analyst
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Jul 2020 - Jun 2022
Greater Philadelphia Area
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HealthCare Appraisers, Inc.
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Analyst
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Jun 2019 - Jul 2020
Greater Philadelphia Area
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McAdam Financial
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United States
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Financial Services
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200 - 300 Employee
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Financial Representative
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May 2017 - Jun 2019
Philadelphia • Facilitated the acquisition and management of $10 million of capital from new clients • Constructed client reviews to assess changes in timelines, risk tolerance, and goals to determine opportunities to improve performance • Analyzed clients’ portfolios including asset allocation and performance to detect the required adjustments to clients’ plans • Created financial plans for both current and prospective clients by working cohesively with the CFP using MoneyGuide Pro planning… Show more • Facilitated the acquisition and management of $10 million of capital from new clients • Constructed client reviews to assess changes in timelines, risk tolerance, and goals to determine opportunities to improve performance • Analyzed clients’ portfolios including asset allocation and performance to detect the required adjustments to clients’ plans • Created financial plans for both current and prospective clients by working cohesively with the CFP using MoneyGuide Pro planning software • Reviewed financial concerns and risk profiles with prospective clientele to gain insight into inefficiencies and opportunities to add value Show less
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Analyst
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Sep 2018 - Mar 2019
Greater Philadelphia Area • Produce comprehensive analysis with the use of FactSet and Bloomberg • Provide coverage for the industrial and consumer discretionary sectors through quarterly reports and presentations • Collaborate closely with a team of twenty-five selected Drexel students to manage a $2 million student-run equity portfolio • Utilize DCF models and relative valuation to assess fair values and make stock recommendations • Generate investment opportunities to improve performance
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Education
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2015 - 2019
Drexel University
Bachelor of Science in Business Administration, Finance and Accounting -
2008 - 2015
Doane Academy
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