Philip Oertle

Philip Oertle is the founder of EquityZen and a prominent figure in the NYC adventurist and golf community, with a particular interest in the 49ers, Everton, and A's sports teams.

He holds a Master's Degree in Business Management from Georgetown University, where he also studied Economics and History at the Bachelor's level. Additionally, he completed the Tuck Business Bridge Program focusing on Business and Managerial Economics at The Tuck School of Business at Dartmouth. Philip also studied Modern Languages as part of the Swiss Matura program at Kantonsschule Freudenberg.

Philip Oertle's illustrious career includes roles such as Director - Forge Markets at Forge, Private Markets Director, Senior Private Markets Associate, Private Markets Associate, Deal Analyst, and Deal Execution at EquityZen. He also gained valuable experience in roles like Financial Analyst Investment Banking at UBS, Private Equity Operations Value Creation at Partners Group, and Fixed Income Sales & Trading at UBS. Philip has further showcased his expertise in Risk Management, Underwriting Analysis, Real-Estate Investment Analysis, and Sales & Strategic Planning through positions at reputable organizations like FTI Consulting, TRANSATLANTIC REINSURANCE COMPANY, Congressional Commercial, LLC, and 4U Group. He has also contributed to the field of rowing as a National Team Athlete with US Rowing and worked in development and testing at dacadoo.