W. Carter McClelland

Chairman at Union Square Advisors LLC

W. Carter McClelland

W. Carter McClelland

Chairman at Union Square Advisors LLC

Overview
Career Highlights

Banc of America Securities LLC
Union Square Advisors LLC

RelSci Relationships

8113

Number of Boards

12

Birthday

1946

Age

73

Contact Data
Trying to get in touch with W. Carter McClelland? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Relationships
RelSci Relationships are individuals W. Carter McClelland likely has professional access to. A relationship does not necessarily indicate a personal connection.

Member, Board of Trustees at The Juilliard School

Relationship likelihood: Strong

President Head of Software at Union Square Advisors LLC

Relationship likelihood: Strong

President at Echoing Green, Inc.

Relationship likelihood: Strong

Partner Head of Capital Markets at Union Square Advisors LLC

Relationship likelihood: Strong

Partner Head of Mergers & Acquisitions at Union Square Advisors LLC

Relationship likelihood: Strong

Partner Head of IT Infrastructure at Union Square Advisors LLC

Relationship likelihood: Strong

Partner Head of Internet & Digital Media at Union Square Advisors LLC

Relationship likelihood: Strong

Chief Credit Officer at Wells Fargo & Co.

Relationship likelihood: Strong

Partner & Head of Capital Structure Advisory at Union Square Advisors LLC

Relationship likelihood: Strong

Founder at Greenhill & Co. Inc.

Relationship likelihood: Strong

Paths to W. Carter McClelland
Potential Connections via
Relationship Science
You
W. Carter McClelland
Chairman at Union Square Advisors LLC
Family Members
Spouse
Member, Board of Trustees at The Juilliard School

The Juilliard School operates as an art school. It provides artistic education for musicians, dancers, and actors. The company was founded in 1905 and is headquartered in New York, NY.

Education
B.S. in Aeronautical Engineering

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

MBA

The Stanford Graduate School of Business has built an international reputation based on its innovative programs, which include: Two-year MBA Program, designed to educate business leaders One-year Stanford Sloan Master’s Program for mid-career executives PhD Program for future academics Executive Education programs for experienced managers Faculty research program Academic programs, including the two-year MBA, the 12-month Sloan Master's Program, and the PhD program, create a transformational student experience that reflects the tagline: Change lives. Change organizations. Change the world. Today the state-of-the-art Knight Management Center complex enables Stanford's innovative, globalized MBA curriculum, offering flexible classroom spaces for hands-on experiential learning small-group leadership labs, and team-based learning. It engages faculty and students across Stanford University, as well as alumni, global executives, and the broader world community.

Career History
President
Prior

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services.They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups.The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.

Chief Administrative Officer
Prior

Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Chairman
Current

Union Square Advisors LLC is an American private company located in San Francisco, CA. The firm provides financial advisory services. It was founded by William C. McClelland.The company says this about itself: Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices across the technology landscape with a primary focus on Software, Software-Enabled Services, IT Infrastructure and Internet/Digital Media/ Marketing Technology. Since inception, Union Square Advisors has advised on over 105 transactions, valued in excess of $97 billion.

Boards & Committees
Chairman
Current

Union Square Advisors LLC is an American private company located in San Francisco, CA. The firm provides financial advisory services. It was founded by William C. McClelland.The company says this about itself: Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices across the technology landscape with a primary focus on Software, Software-Enabled Services, IT Infrastructure and Internet/Digital Media/ Marketing Technology. Since inception, Union Square Advisors has advised on over 105 transactions, valued in excess of $97 billion.

Director
Prior - 2007

iStar, Inc. is a real estate investment trust company, which engages in financing, investing, and development of real estate and related projects. It operates through the following business segments: Real Estate Finance, Net Lease, Operating Properties, Land and Development, and Corporate/Others. The Real Estate Finance segment includes all of the activities of the company related to senior and mezzanine real estate loans and real estate related securities. The Net Lease segment comprises activities of the company and operations related to the ownership of properties generally leased to single corporate tenants. The Operating Properties segment focuses in the activities and operations related to its commercial and residential properties. The Land and Development segment refers to the developable land portfolio of the company. The Corporate/Other segment represents all the corporate level and unallocated items, joint venture, and strategic investments which are not included in the other reportable segments. The company was founded by Jay Sugarman in 1993 and is headquartered in New York, NY.

Chairman
Prior

Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services.They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups.The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC.

Co-Chair, Board of Directors
Current

Echoing Green, Inc. provides seed funding and technical assistance to emerging social entrepreneurs with ideas for social change. The firm offers a fellowship program that provides seed funding to emerging social entrepreneurs; open society black male achievement fellowship, a program for improving the life outcomes of black men and boys in the United States through social entrepreneurship; and works on purpose, a career training program. The company was founded in 1987 and is headquartered in New York, NY.

Chairman
Prior

United Way of New York City (UWNYC) has been a trusted partner to government, corporations and community-based organizations for nearly 80 years. Serving low-income New Yorkers, UWNYC's collective impact approach enables the diagnosis of neighborhood challenges and the design of solutions to expand education, financial stability and health opportunities. UWNYC then deploys resources and volunteers while also driving policy change that is guided by measured results. UWNYC envisions caring communities where all individuals and families have access to quality education and the opportunity to lead healthy and financially secure lives.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$500 +
2010

The American Society for the Prevention of Cruelty to Animals promotes humane principles, prevents cruelty, and alleviates pain, fear and suffering of animals through nationwide information, awareness and advocacy. The company was founded by Henry Bergh on April 10, 1866 and is headquartered in New York City, NY.

$1,000 - $4,999
2010

Hospital for Special Surgery is America’s leading specialty hospital devoted to orthopedics and rheumatology. Every doctor, surgeon, scientist, nurse, and therapist at HSS is a specialist in caring for orthopedic patients. Collectively, we have treated the most complex cases imaginable. And every day, these experts have just one goal: providing the world’s best medical care for patients like you. World-class hospital, world-class environment operating room Because HSS is a specialty hospital, every aspect of your orthopedic patient experience has been designed to create the best possible orthopedic surgery outcome. Our orthopedic operating rooms are as specialized as the world-famous surgeons who use them. Joint replacement surgeons perform surgeries within special enclosures in the operating room to maintain the strictest sterile environment. A high-tech air filtration system, designed especially for surgery, constantly cleanses and replenishes the air and directs the air flow away from the operation to further reduce infection risk. These important details were specified by the hospital’s surgeons to help them provide the best possible results for every single one of our patients. Lower infection rates and unsurpassed surgical volume Surgeries that are rare at other hospitals are routine at HSS No other hospital in the state has a lower surgical site infection rate for hip replacement than HSS. Of the 169 hospitals included in the most recent New York State Department of Health report, only HSS had a statistically lower surgical site infection rate than the state average of 1.3 percent for hip replacement. Hospitals that performed the highest number of hip replacement procedures had the lowest infection rates, according to the report. And, no hospital in the world performs more joint replacement surgeries than Hospital for Special Surgery. We are truly experts at what we do. Medical evidence has long shown that the more you do something, the better you get. Our specialists perform an unsurpassed number of procedures, so that surgeries that are rare at other hospitals are routine at HSS. Learn more about the quality of care at HSS. Advanced pain management and rapid rehabilitation Anesthesiologists at Hospital for Special Surgery have dedicated themselves to perfecting the art and science of regional anesthesia. Regional anesthetics have been associated with less post-operative pain and less nausea. More importantly, a lower incidence of blood clots, reduced blood loss, and a minimized stress response by the body have also been reported, which results in quicker recovery times. Together with our nursing specialists, relieving pain is at the core of our practice at each level of care, including our Interventional Pain Management Division, Acute Pain Service, and Recuperative Pain Medicine Service. This standard is supported by our continued 99th percentile ranking across all peer groups in pain management satisfaction. Our orthopedic rehabilitation specialists actually wrote the professional manual on the gold standards of orthopedic surgery rehabilitation. Often, the hospital’s proprietary Rapid Recovery program begins just hours after you’re wheeled out of the recovery room. Every PT at the hospital has advanced expert training in specific orthopedic recovery procedures, and our Magnet-recognized nurses are specialized in caring for musculoskeletal patients.

$1,000 - $2,499
2008

ASSIST AND STRENGTHEN FAMILIES IN CRISIS THROUGH CHARITABLE AND EDUCATIONAL PROGRAMS.

Political Donations
$12.5K
2012

Former President of United States

$1,000
2010

DNC Service Corp. operates a political party. It is an organization which raises fund for the Democratic Party which has been a part of the U.S. political landscape. The company plans the presidential nominating convention, promotes candidates from the local to the national level and sets the party platform. DNC Service was founded in 1848 and is located in Washington, DC.

$2,400
2009

Founder at One Woman Initiative

Transactions
Details Hidden

International Business Machines Corporation purchases DemandTec, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by W. Carter McClelland. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of W. Carter McClelland's profile does not indicate a business or promotional relationship of any kind between RelSci and W. Carter McClelland.