TEAM
  • Jeffery Sweeney

    Jeffrey Sweeney
    Chairman and CEO
    Email: jsweeney@uscapglobal.com
    Phone: +1 (415) 889 1010
    Fax: +1 (415) 358 5665
    Download: Vcard

    The founder of US Capital Global, Mr. Sweeney has a strong entrepreneurial approach, which he has applied in the investment banking and equipment leasing arena for over 20 years. In 1998, Mr. Sweeney purchased the assets of US Capital Corporation, a small equipment leasing company. Changing the focus of the company to asset-based lending and investment banking, Mr. Sweeney grew the business to over $4 billion in funding opportunities each year. Today, he oversees a growing network of affiliated companies under the US Capital Global flagship brand.
    Read more

  • Charles V Towle

    Charles V. Towle
    Managing Partner
    Email: charles@uscapglobal.com
    Phone: +1 (415) 889 1022
    Fax: +1 (415) 358 5665
    Download: Vcard

    Since joining US Capital Global in 2006, Charles V. Towle has significantly contributed to the firm’s growth into a leading private financial group for small and medium-sized businesses globally. As Managing Partner, Mr. Towle oversees 50+ banking professionals in addition to the firm’s established affiliates and institutional investors. During his tenure, Mr. Towle has overseen the origination and closing of over $6 billion in transactions.
    Read more

  • Ish Spencer

    Ish Spencer
    Partner, Corporate Finance
    Email: ish@uscapglobal.com
    Phone: +1 (415) 889 1023
    Fax: +1 (415) 358 5665
    Download: Vcard

    Mr. Spencer is responsible for directing all aspects of US Capital Global's nationwide Corporate Finance business origination program, business development, underwriting of commercial loans, and client relationships. Mr. Spencer brings extensive multi-disciplinary experience to US Capital Global, including special expertise in particular verticals, such as healthcare, technology, and manufacturing. He oversees US Capital Global's deal teams at the group's San Francisco headquarters, made up of banking professionals, business analysts, and underwriters.
    Read more

  • James Baty

    James B. Baty, Ph.D.
    Partner
    Email: jbaty@uscapglobal.com
    Phone: +1 (415) 723-1010
    Fax: +1 (415) 723-7158
    Download: Vcard

    Dr. James B. Baty is a Partner at US Capital Global and a member of the Advisory Board of Directors of US Capital Investment Management, LLC. He is recognized as an expert in the design, implementation, and management of large-scale distributed information technology. With Dr. Baty as a strategic advisor, US Capital Global is well-positioned to accelerate the market disruption the firm has already been causing in the evolving FinTech arena, with a focus on the small and lower middle market.
    Read more

  • Charles Goodfellow

    Charles Goodfellow
    Partner
    Email: cgoodfellow@uscapglobal.com
    Phone: +1 (415) 723 1010
    Fax: +1 (415) 358 5665
    Download: Vcard

    Charles Goodfellow has over 30 years’ experience in the London capital markets, having worked initially in equity sales and then in corporate finance for various London investment banks and corporate finance specialists. He specializes in assisting smaller companies across a range of sectors in raising growth capital, as well as targeting industry partners capable of taking strategic stakes and control.
    Read more

  • J. Alfred Ritter

    J. Alfred Ritter
    Partner, Corporate Finance
    Email: aritter@uscapglobal.com
    Phone: +1 (415) 889 1033
    Fax: +1 (415) 358 5665
    Download: Vcard

    Mr. Ritter is responsible for all aspects of US Capital Global's debt and equity business development, advisory services, client negotiations, and relationship management. Prior to US Capital Global, Mr. Ritter was a Managing Director at Columbia Capital Advisors, Inc. and Columbia Capital Securities, Inc. He brings extensive investment banking, operational, and entrepreneurial experience with emerging growth and middle market companies in the security, consumer products, and media and entertainment industries.
    Read more

  • Bruce Canvasser

    Bruce Canvasser, ND
    Senior Vice President
    Email: bcanvasser@uscapglobal.com
    Phone: +1 (415) 723 1010
    Fax: +1 (415) 358 5665
    Download: Vcard

    Dr. Bruce Canvasser is a Senior Vice President at US Capital Global, LLC and a member of the Advisory Board of Directors. Dr. Canvasser is a highly experienced healthcare professional, with more than 35 years of experience in the healthcare industry. He has served as Instructor of Botanical Medicine, Clinic Director, and Board of Trustee member at National College of Naturopathic Medical School in Portland, Oregon, now called National College of Natural Medicine.
    Read more

  • Frank Villarreal

    Frank Villarreal
    Vice President
    Email:fvillarreal@uscapglobal.com
    Phone: +1 (415) 889 1047
    Fax: +1 (415) 358 5665
    Download: Vcard

    Frank Villarreal is a Vice President at US Capital Global, LLC. He brings 24 years of experience in the financial services industry to the firm’s Investment Banking group. Mr. Villarreal’s responsibilities at US Capital Global include sourcing and vetting alternative asset funds and capital raises for the firm’s Wealth Management division, with a focus on the high net worth client, family office, and independent wealth advisor channels.
    Read more

  • Nicholas Atkeson

    Nicholas Atkeson
    Managing Director
    Email: nick@uscapitalwm.com
    Phone: +1 (415) 249 6337
    Fax: +1 (415) 358 5665
    Download: Vcard

    Nicholas Atkeson is a Managing Director at US Capital Wealth Management. With over 20 years of industry experience, he specializes in providing thoughtful, independent wealth management solutions to enable clients to build and protect their wealth.
    Read more

  • Andrew Houghton

    Andrew Houghton
    Managing Director
    Email: andrew@uscapitalwm.com
    Phone: +1 (415) 249 6335
    Fax: +1 (415) 358 5665
    Download: Vcard

    Andrew Houghton is a Managing Director at US Capital Wealth Management. With over 20 years of industry experience, he is adept at providing clients with exceptional wealth management service with the appropriate balance of growth and protection that best serves their long-term investment objectives.
    Read more

  • Michael Kress

    Michael Kress
    Senior Vice President
    Email: mkress@uscapitalwm.com
    Phone: +1 (415) 737 6011
    Mobile: +1 (415) 500 1840
    Fax: +1 (415) 358 5665
    Download: Vcard

    Michael Kress is a Senior Vice President at US Capital Wealth Management. He is responsible for all aspects of the division’s wealth management services, investment advisory services, and client relationship management. In addition, he serves as an advisor in US Capital Partners’ investment management division.
    Read more

  • Patrick Steele

    Patrick Steele
    Partner, Asset Management
    Email: psteele@uscapglobal.com
    Phone: +1 (415) 889 1025
    Fax: +1 (415) 358 5665
    Download: Vcard

    Mr. Steele is responsible for all aspects of US Capital Global’s wealth management services, investment advisory services, and client relationship management. Mr. Steele is a financial services professional with more than 30 years of experience. Before joining US Capital Global, Mr. Steele was a Managing Director at First Republic Bank’s investment management group. He also held positions as a Senior Vice President at Bernzott Capital Advisors and as a Regional Officer at The AYCO Company, a Goldman Sachs subsidiary.
    Read more

  • Kyler Hasson

    Kyler W. Hasson
    Vice President
    Email: khasson@uscapitalwm.com
    Phone: +1 (858) 205 3498
    Fax: +1 (415) 358 5665
    Download: Vcard

    Kyler Hasson is a Vice President at US Capital Wealth Management. Using a value-based, bottom-up approach, he specializes in portfolio management and investment advisory. His core value is to integrate into clients’ financial lives and meet all of their needs by acting as a trusted adviser.
    Read more

  • Jefferey Sweeney
  • Charles Towle
  • Ish Spencer
  • James Baty
  • Charles Goodfellow
  • Alfred Ritter
  • Bruce Canvasser
  • Frank Villarreal
  • Nicholas Atkeson
  • Andrew Houghton
  • Michael Kress
  • Patrick Steele
  • Kyler Hasson