Phillip Kwun
About Phillip Kwun
Phillip Kwun is a Managing Director in Technology Investment Banking at Wedbush Securities, specializing in marketplaces, digital health and wellness, retail, e-commerce, and verticalized software applications. He has held senior roles at several firms, including Mooreland Partners, Stifel Financial Corp., and Sonenshine Partners, and he holds an MBA from The Wharton School and a Bachelor's degree from Yale University.
Work at Wedbush Securities
Phillip Kwun currently serves as Managing Director in Technology Investment Banking at Wedbush Securities. He has held this position since 2024, working in a hybrid role based in New York. In this capacity, he specializes in various sectors including marketplaces, digital health and wellness, retail, e-commerce, and verticalized software applications. His expertise in these areas contributes to the firm's strategic initiatives and client engagements.
Previous Experience at Stifel Financial Corp.
Before joining Wedbush Securities, Phillip Kwun worked at Stifel Financial Corp. as an Investment Banking Managing Director from 2019 to 2023. During his four years at Stifel, he focused on providing investment banking services and advisory to clients, leveraging his extensive experience in the financial sector.
Experience at Mooreland Partners
Phillip Kwun served as Managing Director at Mooreland Partners from 2016 to 2019. His role in this New York-based firm involved leading investment banking efforts and advising clients on strategic transactions, further enhancing his expertise in the technology sector.
Background in Education
Phillip Kwun holds an MBA with a concentration in Finance from The Wharton School, where he studied from 2005 to 2007. He also earned a Bachelor's Degree in Philosophy and Economics from Yale University, completing his studies there from 1994 to 1998. Additionally, he attended Harvard-Westlake School, which contributed to his foundational education.
Long Tenure at Sonenshine Partners
Prior to his roles at Mooreland Partners and Stifel Financial Corp., Phillip Kwun worked at Sonenshine Partners as Managing Director for 16 years, from 2000 to 2016. His long tenure at this firm allowed him to develop significant expertise in investment banking and client relations.