Katie Ralston

Associate

BA from Rutgers

As a Strategic Finance Associate at Embarc Advisors, Katie provides clients with actionable financial insights that support strategic decision-making and sustainable growth. Her work centers on financial modeling, KPI tracking, and profitability analysis, ultimately helping companies tell clearer, more comprehensive stories about their financial performance.

Prior to joining Embarc Advisors, she spent more than five years developing a broad foundation in Corporate Finance and FP&A. Throughout Katie’s career, she has built expertise in reporting, analytics, and strategic insight generation, including leading reporting overhauls designed to improve efficiency, accuracy, and financial visibility.

Katie brings experience across several industries, including media, ad-tech, technology (Amazon), and financial services (MUFG).

She holds a Bachelor of Arts degree from Rutgers University.

Based in Nashville, Tennessee, Katie is actively involved in community service through his church and charitable organizations such as Dream Streets. Outside of work, she pursues her passion for health and fitness through Muay Thai and Pilates.

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Founder/Managing Partner

Goldman Sachs, Investment Banking Vice President

McKinsey & Co., Engagement Manager

Jay is the Founder and Managing Partner of Embarc Advisors. He is a former Goldman Sachs Investment Banker and McKinsey & Company Consultant who has completed over $50 billion in transactions, including marquee transactions such as the sale of Yahoo, the sale of MuleSoft, and the sale of SanDisk.

Jay founded Embarc Advisors under the “Jerry Maguire” principals – on the belief that it is possible to provide first class financial services to clients, while simultaneously providing meaningful work experiences and a sense of enjoyment to Embarc team members. As a result of his vision, and his determination to operate with unwavering integrity, he has earned the trust of countless Founders, CEOs, and other business leaders, who have become valued Embarc clients. He has also been able to assemble an unparalleled team of some of the brightest, and most passionate and effective finance professionals.

Outside of his entrepreneurial and leadership responsibilities, Jay continues to partner directly with startups and middle-market firms as a trusted advisor In M&A, capital raise and growth strategy. His work has been covered in Fortune, Entrepreneur, Forbes, Startup Nation and others.

Jay’s experience spans countless industries, and he has a keen understanding of his clients’ needs as a result of the shared experience of a life of entrepreneurship. In fact, in addition to Embarc Advisors, Jay also co-founded a technology startup that raised capital from Softbank and other VCs.

Jay’s educational accomplishments include a Master’s in Business Administration from the Wharton Business School of the University of Pennsylvania.

Based in San Francisco, California, when he’s not working or sleeping, Jay spends most of his time frequenting restaurants with good food and drinks. As a gastronome who also loves to travel, he intentionally ends up in destinations that satiate his cravings for incredible cuisine, wine, sake, and cocktails.