James Ulan

James Ulan is a highly experienced financial services professional with over 15 years in equity research, financial analysis, and emerging technology. He has held significant roles at prominent financial institutions, including PitchBook Data and Credit Suisse, where he specialized in consumer finance, fintech, and payments. pitchbook+2

He possesses deep expertise in the fintech sector, analyzing consumer lenders, digital banking, and payment systems, and now leads emerging technology research at PitchBook Data, covering areas like climate tech, SaaS, e-commerce, gaming, crypto, and insurtech. pitchbook+2

Academically, James holds an MBA in Finance and Accounting from NYU Stern School of Business, graduating magna cum laude, and a BA in Economics and Criminal Justice from the University of Maryland, demonstrating a strong foundation in both business and analytical disciplines. pitchbook+3

Beyond finance, James is a Climate Reality Leader, reflecting his commitment to environmental advocacy and integrating sustainable practices within the financial services industry. clay+1

He is also an angel investor and has co-authored a publication on the success of Y Combinator and other accelerators, indicating his engagement with the startup ecosystem and his ability to provide valuable insights for VCs, LPs, and new companies. sec