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Stuart Moss
Managing Director at Commerce Street Holdings,
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Work Experience
Managing Director
Aug 2019 - Present · 5 years and 4 months
Vice President - Wealth Strategist
Mar 2018 - Present · 6 years and 9 months
Associate | Investment Management Division
Jan 2015 - Mar 2018 · 3 years and 2 months
Company Details
♦ Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity • Regulatory Advisory • Valuations & Fairness Opinions • Small Business Investment Company ("SBIC") Funds • Alternative Solutions • Corporate & Real Estate Investment Banking ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions. ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Peak Advisors (“CSPA”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and SEC-registered. CSPA provides quality, comprehensive, and cost-effective retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees. CSPA services include: • Low-cost, professionally managed risk-based portfolios • Lower management fees • Assistance with creating investment policy statements • Participant education • Fully bundled services through the Vanguard Group, Inc. ("Vanguard") Check the background of this firm on FINRA’s BrokerCheck Please review our social media guidelines: http://goo.gl/jtn2UG
Year Founded
2007
Social Media
LinkedinTwitter
Industry
Investment Banking
HQ Location
1445 Ross Ave Suite 2700 Dallas, Texas 75202, US
Keywords
• Executing Whole Bank and Branch Transactions• Private Placements of EquityMezzanine and Debt• Asset Management and Recapitalization Consultingand • Liquidation of Non-performing Assets
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