Wells Fargo Forms Atlanta-based Technology Banking Advisory Group
Wells Fargo Forms Atlanta-based Technology Banking Advisory Group Wells Fargo has formed a Technology Banking Advisory Group within its Commercial Banking division, headed by National Lead Advisor John Huber. The team brings deep technology industry expertise to provide strategic financial guidance for early-stage to mid-corporate tech companies in subsectors such as software, hardware, fintech, internet/digital, and sustainable/ag tech. The tech advisors will expand the capabilities of Wells Fargo’s existing Technology Banking Group. Jeff Flome and Matt Roan join Wells Fargo as tech strategic advisors based in Denver and serving middle market clients in the Central region.
Published : 11 months ago by in Finance
Wells Fargo has announced the formation of a Technology Banking Advisory Group within its Commercial Banking division, headed by National Lead Advisor John Huber. In tandem with local Commercial Banking teams, the tech advisor team brings deep technology industry expertise to provide strategic financial guidance for early-stage to mid-corporate tech companies in subsectors such as software, hardware, fintech, internet/digital, and sustainable/ag tech. The tech advisors expand the capabilities of Wells Fargo’s existing Technology Banking Group.
“Our tech strategic advisors are tremendous resources for tech industry leaders in key growth markets such as Atlanta, Denver, Miami, Salt Lake City, Texas, and Washington D.C. We’re thrilled to bring this team together to complement our well-established Technology Banking practice and help meet the evolving financial needs of our tech clients,” said Tom Harper, head of Wells Fargo’s Technology Banking Group.
John Huber has spent his entire 22-year Wells Fargo career supporting middle market tech clients. As national lead tech advisor, he will assist commercial relationship managers across the country to identify opportunities to help early-stage to mid-corporate technology firms streamline operations, access capital, and achieve business goals. Huber also works closely with head of VC Coverage Rahul Baig to develop relationships with the tech venture capital community. He is an 18-year board member for the Asia America MultiTechnology Association, and he earned a master’s degree in finance from the University of Chicago Booth School of Business.
Gaston Burthey is based in Atlanta and serves as a tech strategic advisor for the Southeast region. Burthey has 11 years of financial services experience, including background as a tech systems analyst and product manager with Wells Fargo. Most recently, he served as a JPMorgan Chase relationship manager supporting innovation economy companies in the Southeast. He also was the fourth employee for a software-as-a-service data analytics startup, and he worked at tech market research firm Kingsley Associates, which was acquired by Grace Hill. Burthey holds a bachelor’s degree in the science of economics from The Wharton School of the University of Pennsylvania.
Jeff Flome rejoins Wells Fargo as a tech strategic advisor based in Atlanta and serving middle market clients in the Southeast region. Flome has 24 years of financial services consulting and commercial banking relationship management experience. Most recently, he was a client development and relationship manager for Marsh & McLennan with a focus on the tech industry. He has an MBA from the University of Georgia, and he is a graduate of Leadership Atlanta.
Lacy Houstoun will serve clients in the Central region as a tech strategic advisor based in Denver. Houstoun is a 19-year Wells Fargo veteran, including 12 years helping technology companies succeed financially, from middle market to large corporate clients. She earned a bachelor’s degree in finance from Emory University.
Matt Roan joins Wells Fargo as a tech strategic advisor based in Denver and serving middle market clients in the Central region. Roan has 25 years of financial services experience, most recently serving as a JPMorgan Chase executive director for its Technology and Disruptive Commerce team. He previously held roles as president of First Western Trust and specialty banking director for Vectra Bank. During his time in Boulder, Roan served in the community as a board member for Boulder Shelter for the Homeless. He holds a master’s degree in finance from Colorado State University.
Topics: Georgia, Atlanta, Wells Fargo