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Jason Panzer, CFA

Managing Director

Jason Panzer has spent over 20 years advising and leading businesses focused on financial technology. Prior to joining CG, Jason served for 10+ years as a partner and chief operating officer at boutique investment banking advisory firm Marlin & Associates, where he executed over 50 financial technology, data, analytics and payments related transactions.

Prior to Marlin, Jason was VP of business development for FactSet (NYSE: FDS) and also served as chief financial officer for JCF Group, a France-based provider of financial data which was sold to FactSet, and an associate in the mergers and acquisitions group at law firm Skadden, Arps, Slate, Meagher & Flom LLP. Jason’s experience as an operating executive, CFO and M&A lawyer enables him to act as a strategic and financial advisor in all aspects of M&A and financing transaction.

Jason has earned an MBA from the Columbia Business School, a law degree from the Fordham Law School, and is a CFA charterholder. Panzer received his BS from Arizona State University.


+1 212 514 4203

Location: New York

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