Sectors
- Banks & Thrifts
- Financial Services
- Financial Technology
- Strategy
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)
- Oportun Financial Corporation (OPRT)
- Pagaya Technologies Ltd. (PGY)
- Priority Technology Holdings, Inc. (PRTH)
- Sezzle Inc. (SEZL)
- Shift4 Payments, Inc. (FOUR)
- Triumph Financial, Inc. (TFIN)
- Upstart, Inc. (UPST)
Biography
Hal Goetsch is a senior analyst with B. Riley Securities, Inc., responsible for fintech equity research. He has more than 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. He also held roles in the industry, serving for two 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, Mr. Goetsch spent three years at Surveyor Capital and eight years at Alydar Capital in portfolio manager roles. He also held equity research positions at the Boston Company Asset Management, Fortis, and Morgan Keegan. Mr. Goetsch served five years as a nuclear power-trained submarine officer in the U.S. Navy.
Mr. Goetsch earned a B.S. in industrial management from Purdue University and an M.B.A. from the Harvard Business School.