WR Hambrecht + Co Team
William R. Hambrecht
Founder, Chairman and CEO
In 1968, Bill co-founded Hambrecht & Quist, an investment banking firm specializing in emerging high-growth technology companies. He founded WR Hambrecht + Co in 1998, introducing OpenIPO® as a means to level the playing field for both investors and issuers. Bill has served as a director for numerous private and public companies. He currently serves on the Board of Trustees for The American University of Beirut and is on the Advisory Investment Committee to the Board of Regents of the University of California. Bill graduated from Princeton University.
Jonathan T. Fayman
Chief Financial Officer
Chief Operating Officer
Jonathan joined WR Hambrecht + Co in April 1999 after nearly 10 years at Bank of America where he served, most recently, as Senior Manager–Finance of Consumer and Commercial Banking Decision Support. Jonathan also served as Senior Research Analyst at WR Hambrecht + Co, covering the e-Finance industry. Jonathan graduated from the University of California, Berkeley and has an MBA in Finance and Accounting from the University of Southern California.
Alan Katz
Managing Director, Head of Asset Management
Before joining WR Hambrecht + Co, Alan worked for Texas Instruments in Dallas in various capacities, including TI Ventures and as an R&D manager and individual contributor. Alan earned his PhD at Stanford University and a BA from the University of Chicago.
Marvin Loh
Director of Research
Marvin Loh joined WR Hambrecht + Co in August, 2007 as the firm’s Director of Research. Prior to joining WRH+Co, Marvin had been an analyst and Director of Research at various firms including Oppenheimer and Co., Decision Economics, Fidelity Capital Markets and Eaton Vance. As an analyst, Marvin has a wide variety of sector experience, including specialty finance, financial technology, financial services, and healthcare. Marvin received his MBA and BS from New York University.
David Marcus
Managing Director, Head of Distribution
David brings a combination of entrepreneurial expertise and financial industry background to WR Hambrecht + Co . He founded and built two companies; WorldStreet, a CRM and peer-to-peer communication platform for the financial services industry, acquired by Thomson Financial in 2002 and Grupo Arca, a direct marketing firm for the US Hispanic market. In addition, David has spent over 15 years in the institutional equity markets, most recently as a Senior Vice President at Lehman Brothers in New York and prior to that at ING Barings and Bankers Trust Company in London. David received his B.A. in Political Science from Boston University.
Matthew Regan
Managing Director, Retail Brokerage
Prior to joining WR Hambrecht + Co in 1999, Matt was at Fiserv Securities, formerly BHC Securities, where he worked on a number of interesting projects including the development of the OpenIPO auction for WR Hambrecht + Co. Matt is a graduate of St. Michael’s College, University of Toronto, and received a master’s degree from Villanova University.
Whitney J. White
Chief Technology Officer
Whitney joined WR Hambrecht + Co in April 2000 from Merrill Lynch where he worked on strategic projects in their Capital Markets Technology group. In his tenure at WRH+Co, Whitney has been central to the execution of all auction transactions. In his role as Chief Technology Officer, Whitney led the evolution and development of the firm's auction technology In his current role in the Auction Products Group, Whitney is responsible for auction mechanics and transaction execution. Whitney graduated with honors from Hamilton College with a BA in Computer Science and Psychology and holds dual MBA degrees from Columbia University and the Haas School of Business at UC Berkeley.
