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Mark Kalter

From EverybodyWiki Bios & Wiki

Mark Kalter
Mark Kalter.jpg Mark Kalter.jpg
Born
🏳️ NationalityUnited States
🏫 EducationState University of New York at Binghamton (BA)
💼 Occupation
Financier, Investment Executive, Entrepreneur
👔 EmployerSummit Venture Partners,BK Consumer Services
TitleExecutive Director,President
🌐 Websitehttps://marckalter.com/
🥚 Twitterhttps://x.com/marc_kalter
👍 Facebookhttps://www.facebook.com/marckalter2
📷 Instagramhttps://www.instagram.com/marckalter
💼 LinkedINhttps://www.linkedin.com/in/marc-kalter-2831127/

Marc Kalter is an American financier, investment executive, and entrepreneur based in New York, New York. With over 25 years of experience in capital markets, he has facilitated more than 70,000 transactions across sectors such as technology, biotechnology, healthcare, fintech, blockchain, renewable energy, and real estate. He currently serves as the Executive Director and Head of Institutional & Syndicate Sales and Business Development at Summit Venture Partners, where he specializes in late-stage private and Pre-IPO investment opportunities.

Education

Kalter attended the State University of New York at Binghamton (SUNY Binghamton) from 1985 to 1989, graduating with a Bachelor's degree in Economics with a Business Concentration.

Career

Early Career and Institutional Finance

Kalter began his career on Wall Street in 1989 at Smith Barney shortly after completing his undergraduate studies, establishing his foundational knowledge in capital markets dynamics and client relationship management.

In September 1999, he joined Woodstock Financial Group as a Senior Account Executive, a position he held for 15 years until 2014, focusing on investment advisory and private wealth management. He later served as Vice President of Investments at Dawson James Securities from February 2016 to July 2018, where he specialized in high-net-worth and institutional asset placement within the healthcare, biotech, and technology sectors.

Consulting and Executive Leadership

In July 2018, Kalter founded BK Consumer Services, Inc., a private capital markets consulting firm, where he serves as President and Owner. The firm provides strategic advisory services to enterprises navigating corporate capital formation, ranging from seed funding through Series A to Series E financing structures, alongside introductions to institutional networks and broker-dealers.

In January 2025, Kalter was appointed Executive Director and Head of Institutional & Syndicate Sales at Summit Venture Partners. In this capacity, he manages the primary distribution of private shares held by affiliated venture capital funds, designs client acquisition strategies, and advises family offices, accredited investors, and institutional funds on late-stage private equity access.

Credentials and Certifications

Kalter holds several Financial Industry Regulatory Authority (FINRA) professional qualifications, including the Series 7, 63, 24, 65, and 4 licenses, as well as comprehensive insurance line credentials. He is bilingual, speaking English and Hebrew fluently.

References