Luis Cruz recently left the investment world for the tech sector, joining FactSet, a technology firm serving the financial industry. Prior to FactSet, Luis worked for Goldman Sachs and West Partners (the direct investing arm of a single-family office in San Diego).
At Goldman, Luis worked in its Equity Research division covering Information Services (B2B technology companies). Prior to joining Equity Research, he worked in Private Wealth Operations helping lead the only revenue generating team within Operations.
At West Partners, Luis worked closely with portfolio companies on growth strategy, improving operations, and setting strategic initiatives. He also sourced and analyzed investment opportunities across a variety of industries including tech, consumer, gaming, and senior housing. When the family decided to wind down the office, Luis helped lead the sale of two businesses for over $450mn.
Luis received his B.B.A. in Finance from West Texas A&M University and his M.S. in Finance from the University of Utah. Luis is a CFA® charterholder.
He is also involved with Bresee Foundation, whose mission is to battle poverty by empowering youth and families in Los Angeles with the skills, resources, and relationships necessary to thrive.
In his free time, Luis enjoys watching & playing sports (favorite is basketball), watching TV (favorite sitcom is Seinfeld, favorite drama is Breaking Bad) and trying new restaurants.