Andy Ugarte
About Andy Ugarte
Andy Ugarte serves as the Senior Vice President at Vista Equity Partners, where he has worked since 2022. He has an extensive background in finance, with previous roles at Evercore and Macquarie Group, and holds degrees from The Wharton School and The University of British Columbia.
Current Role at Vista Equity Partners
Andy Ugarte serves as Senior Vice President at Vista Equity Partners, a position he has held since 2022. Based in Austin, Texas, he is involved in the firm's investment strategies and portfolio management. His role encompasses overseeing various projects and initiatives that align with Vista's focus on software and technology investments.
Previous Experience at Evercore
Andy Ugarte has extensive experience at Evercore, where he held multiple positions over several years. He worked as an Associate from 2010 to 2013 and later as a Vice President from 2016 to 2021 in New York and Hong Kong SAR, respectively. In 2021, he was promoted to Managing Director, a role he held until 2022. His tenure at Evercore involved significant contributions to investment banking and advisory services.
Educational Background
Andy Ugarte completed his high school education at La Salle Greenhills in the Philippines from 1999 to 2003. He then pursued a Bachelor of Commerce in Finance at The University of British Columbia from 2003 to 2008. Following this, he earned a Master of Business Administration with a focus on Finance and Entrepreneurial Management from The Wharton School, graduating with honors in 2015.
Experience at Macquarie Group and Baring Private Equity Asia
Prior to his roles at Evercore, Andy Ugarte worked at Macquarie Group as an Associate from 2008 to 2010, with assignments in New York and Vancouver. Additionally, he served as a Summer Senior Associate at Baring Private Equity Asia for two months in 2014 in Singapore. These positions contributed to his foundational experience in finance and investment.