Moshe Katri brings over two decades of experience in the Tech-Enabled Services and Payments sectors. He currently serves as a Managing Director in the Disruptive Technology, Media, & Sports Investment Banking group at Wedbush Securities, advising clients on strategic transactions and capital markets activity. He is regularly sought out by financial media for his insights on IT Services, Payments, and FinTech companies, and is recognized as a trusted voice on market trends and sector developments.
Prior to transitioning into Investment Banking, Moshe spent nearly eight years as a Managing Director in Equity Research at Wedbush, where he covered leading companies including IBM, Visa, and PayPal. Earlier in his career, Moshe was a Managing Director at Sterne Agee CRT, expanding the firm’s research coverage in the rapidly evolving payments space. He previously spent 16 years at Cowen & Company as a senior equity analyst focused on IT and Business Services. Moshe began his Wall Street career in 1991 at Oppenheimer & Co., later joining UBS, where he transitioned from Aerospace and Defense to technology research.
He holds a B.S. in Finance and Information Systems and an M.B.A. in International Business from New York University. Before entering finance, Moshe served as a military intelligence officer in the Israeli Defense Forces.
Contact email: [email protected]
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