Matt Williams

Data Strategy and Services at Evercore

New York, New York, United States

About

Focused on driving broad-based adoption of advanced data strategies and services within Evercore's equity, advisory and wealth management businesses, building on prior sell-side and buy-side experience in the Application Software, Infrastructure Software, Security Software and IT Services sectors.

Experience

  • Data Strategy & Services at Evercore
    Oct 2017 - Present · 8 yrs 9 mos

    Responsible for driving broad-based adoption of advanced data strategies and services across Evercore's equity, advisory and wealth management businesses.

  • Senior Research Analyst at Millennium Management
    Aug 2015 - Feb 2017 · 1 yr 7 mos

    Primary coverage responsibilities include the application, infrastructure and security software sectors, with additional coverage responsibilities in the IT Services sector.

  • Director, Equity Research at Evercore Partners
    Aug 2010 - Jul 2015 · 5 yrs

    Provide fundamental equity analysis primarily focused on the enterprise software market. Lead coverage on ADSK, ANSS, AZPN, CHKP, FEYE, PANW, PTC, TRAK and TYL; prior lead coverage on OPNT and KEYN (both acquired). Team coverage includes: ACTA, ADBE, CA, CRM, CTXS, INFA, MSFT, NOW, ORCL, QLIK, RHT, SAP, SPLK, SWI, ULTI, VMW and WDAY.

  • Associate, Equity Research at Rafferty Capital Markets
    Jul 2009 - Jul 2010 · 1 yr 1 mo

  • Associate, Equity Research at Banc of America Securities
    Jul 2008 - Apr 2009 · 10 mos

    Support Senior Analyst covering the Enterprise Software sector. Assist in company valuations, cash flow analysis, investment recommendations, and industry reports within the Technology, Media and Telecommunications group.