Updated:
Training The Street
Scott Rostan, a former Merrill Lynch investment banker, launched Training The Street in 1999 to bridge the gap between academic finance and the practical...
Training The Street
Scott Rostan, a former Merrill Lynch investment banker, launched Training The Street in 1999 to bridge the gap between academic finance and the practical demands of the trading floor. The firm emerged alongside the structured Wall Street analyst pipeline, and its early success came from contracting directly with bulge-bracket banks to train incoming classes in financial modeling, Excel, and accounting. Headquartered in Hoboken, the firm operates as a private, founder-led education company. Training The Street's core deployment is human capital. It delivers in-person and virtual courses across asset classes — from M&A and LBO modeling to fixed income and corporate credit — typically aimed at analysts, associates, and summer interns. The client list, per industry reporting, has included Bank of America, Citigroup, Credit Suisse, and Evercore, among others. The firm also provides self-study resources and custom engagements for universities and corporations. Its geographic footprint spans the traditional financial centers of North America, with programs regularly delivered in New York, Chicago, San Francisco, and Toronto, alongside growing demand in London and Hong Kong. Rostan remains the public face of the operation, which employs a bench of instructors drawn from former bankers and research analysts. The firm has expanded adjacent offerings, including public courses for career switchers and specialized corporate training programs. In 2022, Training The Street acquired The Marquee Group, a Canadian financial modeling training firm, deepening its presence in Toronto and adding modeling accreditation pathways. Training The Street's structural differentiator is its deep integration into Wall Street's onboarding fabric. It is not a credentialing body like the CFA Institute nor an academic publisher. It is the practical, hands-on vendor that many top-tier banks trust to make a philosophy major functional in a leveraged-buyout model within weeks. This position — low in profile, high in institutional stickiness — makes it difficult to dislodge from the entry-level training calendar at the firms that dominate global dealmaking.
General information
Firm type
Family Office
Year founded
1999
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hoboken
Corporate office
Hoboken, NJ, United States
Principals
Scott Rostan
Founder & CEO
Frequently asked questions
Who runs Training The Street?
Scott Rostan founded the firm in 1999 and remains its CEO. A former investment banker at Merrill Lynch, Rostan built the company from a single-client engagement into the leading vendor for Wall Street's new-analyst training programs. He is the primary public-facing executive and often teaches sessions personally.
Which investment banks use Training The Street for analyst training?
Training The Street does not publish a full client roster, but industry reporting over two decades has placed it inside the onboarding process at firms including Goldman Sachs, Morgan Stanley, JP Morgan, Bank of America, Citigroup, Credit Suisse, and Evercore. The firm is typically hired by banks to train their global incoming analyst and summer intern classes.
What distinguishes Training The Street from a university finance program or the CFA?
Training The Street teaches practical, desk-ready skills — Excel-based financial modeling, M&A and LBO analysis, trading comparables — in condensed one- to two-week formats. Unlike a university degree or the CFA curriculum, its courses are designed to make a new hire productive on day one. It is a vendor paid by banks, not an accrediting body.
How does the firm deliver its content?
Training The Street offers instructor-led virtual sessions, in-person classroom programs, and on-demand self-study courses. In-person delivery historically concentrated in major financial centers across North America, with expansion into London and Hong Kong. The 2022 acquisition of The Marquee Group added specialized modeling accreditation via its Financial Modeling Institute partnership.
Does Training The Street offer courses directly to individuals, not just corporate clients?
Yes. In addition to its core bank-contracted business, the firm runs public enrollment courses and self-study programs aimed at career changers, MBA students, and professionals looking to sharpen their technical finance skills. These are typically offered in major financial hub cities and online.
How is the firm related to The Marquee Group?
Training The Street acquired The Marquee Group, a Canadian financial modeling training firm, in June 2022. The deal expanded TTS's geographic footprint into Toronto and added new offerings, including the Financial Modeling Institute's accreditation pathway, which allows candidates to earn formal modeling certifications.
What subject areas does Training The Street cover in its curriculum?
Core curriculum areas include financial statement modeling, M&A deal structuring, leveraged buyout modeling, discounted cash flow analysis, and trading comparables. The firm also covers fixed income, corporate credit, and accounting fundamentals tailored to investment banking, sales and trading, and research analyst roles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: