JEGI announces leadership changes

Investment bank/adviser JEGI has made two changes on its leadership team. As of June 1, Adam Gross, the firm’s chief marketing officer, became a managing director while David Clark, who joined as a managing director in 2005, is now chief marketing officer.


New York, NY, June 6, 2018 – JEGI announced that as of June 1, it had implemented two changes amongst its Leadership team.
Wilma Jordan announced today that Adam Gross, the firm’s longstanding Chief Marketing Officer, has moved to the role of Managing Director. Ms. Jordan said: “Adam has been with JEGI for 18 years. For the past decade, he has focused his efforts on building JEGI into the thought leadership platform that it is today, a role he coupled with a strong business development outreach practice. Adam enjoys meeting prospective clients, helping the Firm win their engagement, and driving for maximum value in the transaction process. Adam will now spend full time following his passion of pursuing the deal execution side of our business.”

Ms. Jordan also announced that David Clark, who joined JEGI as Managing Director in 2005, has moved into the role of Chief Marketing Officer. Ms. Jordan commented: “As CMO, David will use his strong knowledge base, gleaned from his years of advisory experience, to help guide the Firm’s business development and thought leadership initiatives. Since joining JEGI, David has completed transactions spanning all of the firm’s primary industry sectors, providing him with a unique ability to communicate JEGI’s value proposition to clients and to assist JEGI’s Leaders in their origination activities.”

Prior to joining JEGI, David was a Managing Director at Deloitte & Touche Corporate Finance and a senior member of Deloitte’s global TMT (Technology, Media & Telecom) industry consulting practice. He is a former board member of the Massachusetts Information & Technology Exchange (MITX), and earned his MBA from the University of Virginia-Colgate Darden School of Business.
Adam has served as a board member on the SIIA’s Connectiv division, a leading association for the B2B media and information industry and serves as a board member of Ventana, a cutting-edge holographic technology company. He earned his MBA with Honors in Finance and Investments from the Zicklin School of Business at Baruch College, and his BA from the University of Wisconsin-Madison.

At 30 Years of age, JEGI is the second longest standing sell-side advisory boutique on Wall Street, completing more than 700 transactions during this period. JEGI enjoys the highest closing rate of its peer group boutiques and is known for its focus on maximizing value for its clients. Headquartered in Manhattan, JEGI also has offices in Boston, London and Sydney.