Healthcare Investment Banking

Jose Celis

Analyst

jcelis@merrittadvisory.com

Education

Universidad de los Andes
Master in Finance

Universidad del Norte
Professional in International Business

 

About

Jose is a finance professional with extensive experience in investment analysis and financial modeling. As a Senior Private Equity Analyst at Evalueserve, Jose leads the identification and analysis of potential acquisition targets across various industries, conducting thorough due diligence and building sophisticated financial models to assess investment viability. 

Prior to joining Evalueserve, Jose served as a Financial Analyst at Pentaco S.A.S., where he gained valuable experience in fund structuring, risk management, companies’ valuation and financial planning. 

Jose holds a master’s in finance from the Universidad de los Andes and a bachelor’s degree in international business. 

More Team Members

Matt Searles, MBA

Partner

Duke University
Master of Business Administration

University of Virginia
B.A.

Series 79 and 63 Licenses

msearles@merrittadvisory.com

Rich Searles

Partner

Wake Forest University
B.A. in Economics

Series 79 and 63 Licenses

rsearles@merrittadvisory.com

John Carron, MBA

Partner

Yale School of Management
Master of Business Administration

College of Holy Cross
B.A.

Series 7, 62, and 24 licenses

jcarron@merrittadvisory.com

Zak Eisenberg

Vice President

Boston University
B.A. Economics; International Relations

Series 79, 62, and SIE

zeisenberg@merrittadvisory.com

Chris Carlesi

Vice President

Binghamton University
B.A. Pre-Medicine & Biology

Series 79, 62, and SIE Licenses

ccarlesi@merrittadvisory.com

Jay Pruzansky, DPM, MBA

Managing Director – Business Development

Brooklyn College
Bachelor of Arts in Health Science

Temple University
Doctor of Podiatric Medicine in Podiatric Medicine and Surgery

Santa Clara University
Master of Business Administration in Accounting and Finance

jay@merrittadvisory.com

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