Sectors
- Banks & Thrifts
- Financial Technology
Research Coverage
- Bitcoin Depot Inc. (BTM)
- Coinbase (COIN)
- CompoSecure, Inc. (CMPO)
- CoreCard Corporation (CCRD)
- CPI Card Group, Inc. (PMTS)
- Customers Bancorp, Inc. (CUBI)
- Dave, Inc. (DAVE)
- Defi Technologies (DEFI-CA)
- Fiserv, Inc. (FI)
- Flywire Corporation (FLYW)
- Gen Digital Inc. (GEN)
- Global Payments Inc. (GPN)
- MoneyLion (ML)
- Oportun Financial Corporation (OPRT)
- Pagaya Technologies Ltd. (PGY)
- Payfare, Inc. (PAY-CA)
- Priority Technology Holdings, Inc. (PRTH)
- Sezzle Inc. (SEZL)
- Shift4 Payments, Inc. (FOUR)
- Triumph Financial, Inc. (TFIN)
- Upstart, Inc. (UPST)
Biography
Hal Goetsch is a Managing Director with B. Riley Securities responsible for FinTech equity research. He has over 25 years of experience in equity research and operating roles in fintech and related areas. Prior to B. Riley, he was a Senior Vice President at Loop Capital Markets responsible for equity research in the fintech sector. Mr. Goetsch also held roles in industry, serving for 2 years as CFO of DigniFi, a fintech company, and interim CFO of iCoreConnect (ICCT), a publicly traded SaaS platform company. Prior to working in the technology sector, he spent three (3) years at Surveyor Capital, and eight (8) years at Alydar Capital in portfolio manager roles. He also held equity research positions at the Boston Company Asset Management, Fortis, and Morgan Keegan. He also served 5 years in the US Navy as a nuclear power trained submarine officer.
Mr. Goetsch earned a B.S. in Industrial Management from Purdue University and an MBA from the Harvard Business School.