General Investing >> Analyst Interviews >> March 4, 2004


JONATHAN RICH graduated from Tulane University with an interdisciplinary major in economics, political science, history and philosophy. He continued his education by receiving a joint JD/MBA degree from Fordham University where his concentration was in corporate finance. The majority of his professional career was spent working for First Colonial Financial Group, a 13-office, 150-person regional firm based out of Philadelphia first as a Senior Vice President and then as Managing Director in their corporate finance department. The firm specialized in and focused its corporate finance activities on financial institutions, primarily community banks and mortgage/specialty finance companies. During 1999 and 2000, Mr. Rich's group was recognized by SNL Securities as a top 10 specialty finance advisor in the nation based on the number of transactions completed. First Colonial was acquired by vFinance in January of 2001 and Mr. Rich has continued his practice since then. Over the past 10 years, Mr. Rich has been responsible for the successful completion of over $300 million worth of M&A assignments and having raised both in public and private offerings either as lead or co-manager over $350 million in capital. The father of two, Mr. Rich sits on the Tulane University Alumni Admission Committee, COSAC Executive Committee, and is active in fundraising for causes such as autism and the Holocaust Museum. Profile
TWST: What is vFinance, Inc.?

Mr. Rich: vFinance is a group of financial services firms that have been

brought together primarily through acquisition over the last four to

five years. Today we