James Conroy, Cfa
About James Conroy, Cfa
James Conroy, CFA, serves as the Senior Manager of Private Capital Markets at Carta, where he has worked since 2023. He holds a Bachelor's Degree in Applied Accounting and Finance from Fordham University and has extensive experience in finance, having previously held positions at Morgan Stanley, JMP Securities, and KPMG UK.
Current Role at Carta
James Conroy serves as the Senior Manager in Private Capital Markets at Carta. He has held this position since 2023, contributing to the firm's efforts in managing private capital transactions. His role involves overseeing various aspects of capital markets, focusing on providing strategic insights and support to clients.
Previous Experience at Carta
Before his current role, James Conroy worked at Carta in several capacities. He was a Senior Associate in Private Capital Markets from 2021 to 2022 and later served as Manager in the same department from 2022 to 2023. His tenure at Carta has allowed him to develop expertise in private capital markets and enhance client relationships.
Professional Background in Finance
James Conroy has a diverse background in finance, having worked at notable firms. He was an Equity Capital Markets Analyst at JMP Securities LLC from 2017 to 2019 and later an Associate in the same firm from 2019 to 2021. Additionally, he gained experience as a Finance Analyst at Morgan Stanley from 2015 to 2017 and as a Finance Summer Analyst in 2014.
Education and Qualifications
James Conroy earned a Bachelor's Degree in Applied Accounting and Finance from Fordham University, where he studied from 2011 to 2015. He also completed his high school education at Chaminade High School from 2007 to 2011. His educational background has provided him with a solid foundation in finance and accounting principles.
Internship Experience
In addition to his formal employment, James Conroy completed an internship at KPMG UK as an International Executive Services Intern in 2013. This four-month internship in London allowed him to gain valuable insights into international finance and taxation.