US Capital Global Expands San Francisco Headquarters with Appointment of Vice President Tejal Shah

Jeffrey Sweeney
3 min readSep 18, 2023

Leading global private financial group for the middle market appoints new Vice President to strengthen its Investment Banking division at San Francisco headquarters.

US Capital Global is pleased to announce that Tejal Shah has joined the group as Vice President at the group’s global headquarters in San Francisco, California. Ms. Shah brings to US Capital Global a strong background in financial services and asset management, along with expertise in capital raising and fostering high-value relationships. With a decade of serial entrepreneurial experience in early-stage startups, Ms. Shah has successfully conceptualized, funded, launched, and scaled multiple businesses.

Headquartered in San Francisco with principal offices in Dallas, Philadelphia, Miami, New York, London, Milan, Zurich, and Dubai, US Capital Global is a full-service global private financial group with an established track record in corporate finance, asset management, and capital formation services. All private placements, securities, and other related services are offered by the group’s FINRA-member broker-dealer affiliate, US Capital Global Securities LLC.

Previously, as the Principal and Founder of Peninsula Wealth, Ms. Shah successfully oversaw $400 million in assets. Her career commenced at Merrill Lynch and Bank of America as a Wealth Manager, where she swiftly amassed $25 million in new assets within 18 months. She subsequently managed assets totaling $60 million.

Ms. Shah expressed her enthusiasm about her new role US Capital Global, stating, “I am extremely pleased to join US Capital Global and am eagerly looking forward to enhancing the group’s footprint, not just in San Francisco, but across the United States. The group is presently undergoing robust growth in this region and internationally, venturing into new sectors and providing a complete array of strategic and innovative financial solutions. I take immense pleasure in being able to contribute to the achievements of the organization from San Francisco.”

“We are truly delighted to welcome Tejal aboard as Vice President in our San Francisco office, as we continue to expand our footprint across the United States and globally,” stated Charles Towle, COO and Managing Partner at US Capital Global. “Tejal is a distinguished financial services specialist, boasting a diverse portfolio of achievements and an extensive network of VIP business and investment contacts. Her addition to our organization is a testament to the exceptional value she brings.”

Before joining US Capital Global, Ms. Shah served as a limited partner at Refactor Capital and Halogen Ventures, both instrumental in evaluating startups for potential VC investments and offering strategic advice. Notably, she steered 555 Comic Co in San Francisco as COO, securing $6.1 million in venture capital. Moreover, Ms. Shah co-founded Votivate, shaping bespoke technology for post-partisan political engagement, and was the driving force behind KidAdmit, Inc., pioneering venture capital funding in the early education market.

About US Capital Global

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit



Jeffrey Sweeney

CEO of US Capital Global, a full-service private financial group, and a supporter of tech innovations that can help to improve and grow the finance sector.