LinkedInJonathan Zucker
Jonathan Zucker

Jonathan Zucker

Senior Vice President at Intrepid Investment Bankers LLC

Greater Los Angeles Area
Investment Banking
  1. US Capital Partners,
  2. Pine Street Advisors,
  3. FBR
  1. University of Pennsylvania - The Wharton School
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University of Pennsylvania - The Wharton School

University of Pennsylvania - The Wharton School

Finance and Management

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Investment banker with a focus on raising capital for middle market companies through private placements of debt and equity.

-FINRA General Securities Principal (Series 24)
-Other FINRA Registrations: Series 7, 63, 79, 55.


Senior Vice President

Intrepid Investment Bankers LLC
– Present (6 months)Greater Los Angeles Area

Intrepid's services include M&A advisory and equity and debt capital raising with a focus on the middle market transactional needs of entrepreneur and family-owned businesses, private equity sponsors and major corporations.

Vice President

US Capital Partners
(1 year 8 months)Greater Los Angeles Area

Provided financing and advisory services for lower middle market companies and ran the firm's Los Angeles office.


Pine Street Advisors
(8 years 10 months)Greater Los Angeles Area

I founded Pine Street Advisors to help entrepreneurs break through the "glass ceiling" and take their companies to the next level, with a focus on financing, business modeling, customer acquisition, and overall management strategy.

We worked with a diverse set of clients across industries including technology, media and entertianment, transportation, e-commerce, food and beverage, and apparel.

Vice President, Institutional Equity Trading

(9 months)


Not TV, Inc.
(1 year 4 months)

Built one of the web's most consistent destinations to watch live concerts, in real time and on demand. Created a "virtual venue", allowing fans to interact with one another, and with the bands performing at top music venues in Los Angeles and New York. Established strategic partnerships with apparel companies, lifestyle brands, record labels, management companies, and ticket retailers. Oversaw a team of content producers, website developers, and sales and marketing personnel. Broadcast over 300 live concerts (audio and video) to the Internet in 2008.

Institutional Equity Trader

Credit Suisse First Boston
(5 years)

Senior Equity Trader in Tech, Media and Telecom group.

Duties and accomplishments:

- facilitated large block transactions for institutional clients
- traded high-profile IPOs and secondary offerings
- collaborated with equity research, capital markets, and sales departments in order to optimize client relationships
- managed significant proprietary positions
- represented the firm's entire equity division in overseeing undergraduate recruiting at the University of Pennsylvania

Options Trader

Group One Trading
(4 months)

Traded equity options on floor of the American Stock Exchange. Supported senior traders by performing hedging transactions, using options pricing models to assess risk and valuation.

Associate Research Analyst

Individual Investor Group
(less than a year)

Did fundamental research on microcap stocks and my reports were published in Individual Investor Magazine, which had paid circulation of 500,000.


Series 24 - General Securities Principal

Financial Industry Regulatory Authority (FINRA)
– Present

Volunteer Experience & Causes

2014 Graduate of Glass Leadership Institute

Anti-Defamation League
– Present (1 year 2 months)Civil Rights and Social Action

Opportunities Jonathan is looking for:

Causes Jonathan cares about:

Organizations Jonathan supports:


The Recording Academy

Voting Member
– Present

Association for Corporate Growth

ACG Rising Stars - Class of 2015
– Present


  • Business Planning
  • Financial Modeling
  • Venture Capital
  • Financial Markets
  • Trading
  • Multimedia
  • Private Equity
  • Music Industry
  • Digital Media
  • Internet
  • Entertainment Industry
  • Leadership
  • Strategy
  • Due Diligence
  • Entrepreneurship
  • Mergers & Acquisitions
  • Business Development
  • Investments
  • Strategic Partnerships
  • Funding
  • Investment Banking
  • Portfolio Management
  • E-commerce
  • Capital Markets
  • Corporate Development
  • Equities
  • Financial Structuring
  • IPO
  • Equity Research
  • Start-ups
  • Finance
  • Corporate Finance
  • Executive Management
  • CRM
  • Financial Services
  • Capital Raising
  • Private Placements
  • See 22+  See less


University of Pennsylvania - The Wharton School

BS in Economics, Finance and Management

Paid the bills through SAT tutoring and consulting for a large NY law firm. Active musician - performed on stage with Billy Joel in front of 2,500 people at a campus event in 1996.

Activities and Societies: SPEC (Special Events Planning Committee)


History, Philosophy

I lived in Ramsay Hall at the same time Coldplay were formed there, and actually had a number of dorm room jam sessions with them, playing mostly Oasis tunes. I wish I had kept in touch with them better!

University of California, Los Angeles

Music Business, Songwriting

Activities and Societies: Recipient of UCLA Barry Manilow Scholarship for Lyric Writing, 2006

Marlboro High School

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