Episode 22: Ted Smith, Co-Founder and President of Union Square Advisors

2024-06-19

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Send us a text In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group. Prior to co-founding Union Square Advisors he was a Managing Director at Credit Sui...

Send us a text

In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.

After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group.

Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development.

In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the dot.com era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers.

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