Jake Byrne in

Jake Byrne

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Capital Markets at Phoenix Energy
📍 Dallas, Texas, United States

Jake Byrne is an Associate in the Capital Markets department at Phoenix Energy, with expertise in alternative investments, private credit, and DST offerings. He holds Series 7 and 63 licenses and earned his Bachelors degree from the University at Albany, SUNY.

Originally from New York, Jake had a successful career in the wine and spirits industry, working in retail, distribution, and production before transitioning to finance. His personal interests include golf, traveling, and following the New York Knicks.

His company, Phoenix Energy, was recently ranked #33 on the Financial Times list of The Americas’ Fastest-Growing Companies.

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Experience
4 Years
Current Role
Capital Markets
Location
Dallas, Texas, United States
Personality Overview

How Jake shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jake cares about

Alternative Investments
His career at Phoenix Energy, ARCTRUST, and Megatel has focused on alternative investments, including private credit, preferred equity, and Delaware Statutory Trust (DST) offerings.
Capital Markets
He has built his career in capital markets roles and was instrumental in shaping strategy at his previous firm, ARCTRUST Private Capital.
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Career

Work history

8-2024
Capital Markets
Phoenix Energy
11-2023 - 8-2024
AVP - Capital Markets
ARCTRUST Private Capital
10-2022 - 11-2023
AVP - Capital Markets
Megatel Capital Investment
10-2021 - 10-2022
Sales - Client Services
SmartAsset
2-2021 - 10-2021
Account Executive
TWT Investment Partners
In the press

Media appearances

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Education
2009 - 2014
Education details unavailable
University at Albany
2005 - 2009
Education details unavailable
Chaminade High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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