John Erwin
About John Erwin
John Erwin is the Managing Director of FinTech and Wealth Investment Banking at Jefferies, with extensive experience in investment banking and financial services.
Title
John Erwin holds the position of Managing Director of FinTech and Wealth Investment Banking at Jefferies. His role involves overseeing investment banking activities in the fintech and wealth management sectors, drawing upon his extensive experience and industry relationships.
Current Company
John Erwin has been with Jefferies since 2014, working as the Managing Director of FinTech and Wealth Investment Banking. Located in New York, NY, Jefferies is a global investment banking firm providing a range of financial services, where John focuses on fintech and wealth investment banking.
Previous Experience at RBC Capital Markets
Before joining Jefferies, John Erwin worked at RBC Capital Markets as Vice President in the Central Funding & Alternative Assets Group. From 2013 to 2014, he held this position in the Greater New York City Area, contributing his expertise to RBC's financial services.
Previous Experience at Merrill Lynch
John Erwin has experience at Merrill Lynch in various roles within the Financial Institutions Group, Investment Banking Department. He served as Vice President from 2010 to 2013 and as an Associate from 2007 to 2010, focusing on investment banking and financial consulting.
Previous Experience at UBS Investment Bank
Between 2006 and 2007, John Erwin worked at UBS Investment Bank as an Associate in the Financial Institutions Group within the Investment Banking Department. During his tenure, he gained additional experience in investment banking with a focus on financial institutions.
Educational Background
John Erwin holds an MBA from Columbia Business School, specializing in Finance & Economics (2004-2006). He also studied at FGV - Fundação Getulio Vargas, where he completed a Master's in Accounting and Finance. Additionally, John earned his degree in Economics and Computer Science from Oberlin College, and completed high school at Menlo School and Choate Rosemary Hall.
Industry Expertise
John Erwin possesses extensive experience in investment banking, with a focus on capital markets services, software, and data. He has deep industry relationships across multiple sectors, including financial services vertical software, capital markets outsourcing, exchanges, wealth management, and retail trading technology firms.