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944 Certified WSO Mentors

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Hedge Fund Partner

Excellent
5
238Sessions Completed $77 for 30min
  • Hedge Fund
    • Investment Banking
    • Private Equity
    • Hedge Fund
  • Chicago
    • London
  • CIO/CTO of a medical referral software company
  • A retired hedge fund manager who ran a multi-hundred million dollar special situations fund that traded across all parts of the capital structure, as well as equity and credit derivatives.
  • He started off his career in PE and later transitioned to the HF side
  • An investor, executive, and tech innovator working to leverage data analytics and creative thinking into successful and profitable products, companies, and investments.
  • His expertise includes financial and data modeling, machine learning, project design and management, software development and management, and agile methodology.
  • MBA, Accounting, Finance, Entrepreneurship, 2009

Investment Banking Director

Excellent
5
169Sessions Completed $297 for 30min
  • Investment Banking
    • Investment Banking
    • Sales and Trading
  • London
    • New York
  • I will help you succeed!      Successfully helped place several candidates across top investment banks (high-profile bulge brackets and elite boutiques)

  • Investment banker / distressed debt salesperson with 10+ years of experience

  • Have worked across multiple platforms (investment banking, capital markets, sales & trading) in both New York & London
  • Experience in M&A, leveraged finance, IPOs / follow-ons, private capital raises and public / private debt & equity syndications
  • Have worked across multiple industries and coverage groups

Private Equity Business School

Excellent
5
94Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • Boston
    • Houston
    • London
    • New York
  • Private equity professional with 6+ years of cross-sector international investing experience in Houston, London, and NYC
  • Currently a first-year MBA student at Harvard Business School
  • Most recently worked in Carlyle's London office focussing on generalist special situation opportunistic credit deals across EMEA  
  • 4-years of experience as an Associate at a London-based family office; generalist investor with particular exposure to consumer & retail, healthcare services, financial services, and technology sectors
  • Significant deal experience investing in and managing portfolio companies in emerging markets (particularly Sub-Saharan Africa)
  • Investment Banking experience at Credit Suisse across Oil & Gas and Consumer & Retail IBD teams
  • Finance undergrad - University of Texas at Austin

Private Equity Vice President

Excellent
5
94Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • New York
  • Currently, a Vice President at a middle-market leveraged buyout firm investing in aerospace/defense, healthcare services, software, business services, and distribution (5 years)
  • Previously spent 1.5 years at a BB in Investment Banking M&A/Coverage (specializing in fintech)
  • Graduated with a BA in Economics and Finance.
  • Have reviewed over 350 resumes and actively provide mentor-ship services to undergrads and recent grads
  • To know more on the mentor, here is the link to his AMA
  • Listen to this mentor on the WSO Podcast

Private Equity

Excellent
5
71Sessions Completed $77 for 30min
  • Private Equity
    • Private Equity
    • Consulting
  • London
    • Madrid
    • New York
  • Private Equity investor at a large buyout firm focused on Growth and LBO strategies. Europe-based and part of the Global Healthcare team.
  • Experience in US-based mid-market PE firm.
  • He was a PE associate in a turnaround firm performing debt-to-equity investments on behalf of syndicated lenders.
  • He started his career as a Consultant for a Strategy Consulting Firm in the corporate finance and restructuring group.
  • BS & MSc and an MBA

Asset Management Partner

Excellent
5
61Sessions Completed $147 for 30min
  • Asset Management
    • Investment Banking
    • Private Equity
    • Hedge Fund
  • New York
  • Currently runs an asset management firm
  • Hedge Fund investing experience at large multi-stratfund and concentrated L/S fund
  • Private Equity associate at top blue chip fund
  • Investment Banking analyst at Goldman Sachs
  • Lives in New York City, and a graduate of a top liberal arts College

Investment Banking Director

Excellent
5
59Sessions Completed $77 for 30min
  • Investment Banking
    • Investment Banking
  • London
    • Los Angeles
  • Bulge bracket experience at two different banks, serving in both coverage and product roles, with 10+ years of experience
  • Experience working in both a West Coast office and the London headquarters
  • Undergraduate and Masters degrees in engineering with 5 years work experience pre-investment banking; ultimately, returned to business school with the intent of getting into investment banking at the Associate level
  • Actively involved in resume review and analyst, associate and VP interviews throughout my career (have likely reviewed well over 500 resumes and conducted at least 20-30 interviews per year)
  • Led campus recruiting, new hire training programs and regularly participated in mentorship programs both within the bank and for students/candidates looking to break into the industry

Private Equity 3rd+ Year Associate

Excellent
5
58Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • Washington, D.C.
    • Los Angeles
    • San Francisco
  • Currently an associate at Washington D.C.-based private equity firm
  • Worked at Accel-KKR, a middle-market private equity firm focused solely on technology investments
  • Spent two years as an investment banking analyst working on technology M&A transactions
  • Experience working on buyouts, growth investments and add-on acquisitions, including

Investment Banking Vice President

Excellent
5
56Sessions Completed $77 for 30min
  • Investment Banking
    • Consulting
  • New York
    • San Francisco
  • Vice President at a financial advisory firm focusing on M&A for the past six years.
  • Broad sector coverage experience, with specific expertise in Financials and Healthcare
  • Helped numerous candidates from both traditional and non-traditional backgrounds break into investment banking
  • MBA from top 5 business school and an undergraduate degree in Economics and Mathematics from a liberal arts college

Private Equity 1st Year Associate

Excellent
5
55Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Venture Capital
    • Corporate Development
  • University of Maryland - College Park
  • New York
  • Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
  • Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
  • Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman's Private Equity team and was later dedicated to the firm's business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
  • Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
  • Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
  • Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman

Asset Management 3rd+ Year Analyst

Excellent
5
54Sessions Completed $77 for 30min
  • Asset Management
    • Hedge Funds
    • Proprietary Trading
  • Toronto
  • Currently an Investment Analyst with several years of professional experience on the sell-side and buy-side
  • Spent three years working as an Investment Research Analyst at a boutique capital markets research firm
  • Has experience in corporate finance advisory, portfolio management, proprietary public markets research, and value investing
  • Has screened and reviewed resumes of students, recent graduates and young professionals who want to work in the asset management, equity research, hedge fund, and trading industries

Private Equity 3rd+ Year Associate

Excellent
5
50Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • University of Chicago Booth School of Business
  • University of Chicago
  • Chicago
    • Chicago
    • Houston
    • New York
  • CFA and MBA '19 Chicago Booth, worked as a Peer Career Advisor for students interested in IB
  • Previously spent 2.5 years at Credit Suisse in Investment Banking, primarily worked on M&A and IPO transactions. Interned junior year with CS and accepted return offer. Led on-campus recruiting initiatives and served as a mentor to summer analysts in my 2nd year
  • Graduated from the University of Chicago in 2015 with a BA in Economics and BS in Statistics. During college, was actively involved as a TA for Booth Finance professors, and worked with Ph.D students on research topics
  • Grew up in Houston, Texas and worked in New York before coming back to Chicago
  • Enjoys traveling, playing tennis, watching movies, and travel hacking
  • Fluent in English and Mandarin, with conversational proficiency in Spanish

Hedge Fund Trader

Excellent
5
49Sessions Completed $77 for 30min
  • Hedge Fund
    • Sales and Trading
    • Asset Management
  • San Francisco
    • New York
  • Currently works in San Francisco as a trader at a technology hedge fund.
  • Previously spent 9 years as a trader for a macro-focused, multi-strategy hedge fund.
  • Spent 2 years on the money markets portfolio management team.
  • Worked as a product management associate on the fixed income alternatives team.

Investment Banking Managing Director

Excellent
5
41Sessions Completed $77 for 30min
  • Investment Banking
    • Investment Banking
  • Coverage banker (M&A and capital markets) with 12+ years of experience at bulge bracket firms
  • Target undergrad
  • Active participant in banking recruitment process

Real Estate 3rd+ Year Analyst

Excellent
5
41Sessions Completed $77 for 30min
  • Real Estate
    • Investment Banking
    • Private Equity
    • Real Estate
  • Dallas
    • New York
  • Currently, a Senior Real Estate Analyst at a global PE fund manager (PERE 100), focusing on acquisitions/asset management of distressed/value-add/special situations real estate investments across both debt and equity. Experienced in multiple asset classes (office, retail, hospitality, leisure, land)
  • Previously worked as a Development Analyst at a top national real estate development firm, focusing on commercial office development in Manhattan
  • Worked as an Analyst, Associate, Vice President at a middle-market bank focusing on arranging debt capital markets transactions on behalf of national REITs, sponsors, family offices
  • Bachelors in Business Administration (Finance and Real Estate concentration)

Hedge Fund 3rd+ Year Analyst

Excellent
5
40Sessions Completed $77 for 30min
  • Hedge Fund
    • Hedge Funds
    • Consulting
  • New York
    • Hong Kong
  • 4+ years in public markets experience between single/multi-manager hedge funds
  • Career-changer able to advise on differences between industries and strategies to navigate a career change during business school

Private Equity Vice President

Excellent
5
38Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
  • San Francisco
    • New York
  • Currently a Vice President at a megafund focused on traditional buyouts (latest fund size of $15 billion). Was an associate at the same fund - received sponsorship for business school and Vice President return offer
  • Previously worked as an investment banking analyst at Morgan Stanley for two years
  • Holds an MBA and a BS in computer science (non-traditional background)

Corporate Finance Associate Director

Excellent
5
37Sessions Completed $77 for 30min
  • Corporate Finance
    • Investment Banking
    • Equity Research
    • Corporate Finance
    • Corporate Development
    • Asset Management
    • Accounting
  • New York
  • Former Investment Banking Analyst in JP Morgan's Healthcare Coverage group (2+ years)
  • Broad experience in all products (ECM, DCM, M&A) and transactions across biopharma, healthcare services, and medical technology subsectors
  • Currently working as a Corporate Development Associate at large, private biotech focusing on strategic M&A and collaborations
  • Non-target with Bachelor's Degree in Finance

Private Equity Principal

Excellent
5
37Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
    • Corporate Development
  • Toronto
  • Currently Principal & Chief of Staff at a global technology private equity platform specializing in consolidations, RTOs, & SPACs in North America and Europe. Investee companies include Pivot (TSX:PTG), Converge (TSXV:CTS), Quisitive (TSXV:QUIS), mCloud (TSXV:MCLD)
  • Former Mergers & Acquisitions Investment Banker (transactions in natural resources & industrials)
  • Joined a smart home tech company in a corporate development role responsible for $130 million Series C raise from top VC's
  • Concurrently a Fellow at the MaRS Discovery District in Smart Buildings technology, Co-Chair of the Acumen Fund's Toronto Chapter, helped launch Front Row Ventures in Ontario, and managed a portion of Queen's University's endowment fund in alternative assets
  • Past internships at Canaccord Genuity (investment banking), Public Sector Pension Investment Board (private equity)
  • Graduate of Bachelor of Commerce in Finance, Bachelor of Arts in Economics, and holds a Master of Management in Artificial Intelligence degree

Venture Capital Principal

Excellent
5
35Sessions Completed $77 for 30min
  • Venture Capital
    • Investment Banking
    • Private Equity
  • New York
  • Principal at a VC Fund who leads investment origination and execution in enterprise software, internet, and consumer verticals
  • He was a PE Associate at a leading growth equity firm and was engaged in all aspects of transaction execution, including conducting business, market, and financial diligence. Executed platform LBO + M&A roll-up.
  • He started his career as an IB Analyst (2 yrs), TMT Group at BB. He led OCR for target school.

Investment Banking 3rd+ Year Analyst

Excellent
5
32Sessions Completed $77 for 30min
  • Investment Banking
    • Investment Banking
    • New York
  • Previously spent 4 years with J.P. Morgan. The last two years were spent as a Leveraged Finance analyst in the Investment Bank, working primarily on LBOs and Acquisition Financing for the General Industries team (Healthcare, Consumer Staples, Industrials, Auto, and more sectors).
  • Graduated Summa Cum Laude from Fordham University in 2015 with a BA in Finance and a minor in Computer Science.
  • Played Division 1 tennis all 4 years and co-captain senior year.

Private Equity Vice President

Excellent
5
31Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • London
    • Frankfurt
  • Currently, a Private Equity VP, investing in financial services businesses across Europe
  • Previously at Nomura and Stephens in FIG. Elected Junior Banker Representative at Nomura
  • Graduated from Cass Business School in 2015 with an MSc in Management and a BSc in Economics from Heidelberg, Germany. Interned in Private Equity, Sales & Trading and M&A during university

Private Equity 1st Year Associate

Excellent
5
30Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
    • Private Equity
  • New York
  • Most recently an investment associate at a private debt fund in NYC
  • Previously spent 2.5 years in Investment Banking at JPMorgan with experience in the healthcare, consumer, and retail industry groups, leveraged finance, and credit working on LBO and M&A transactions. Led the summer analyst and first-year analyst recruiting process for candidates.
  • Mentored summer analysts and junior analysts.
  • Graduated with a BBA in Finance

Hedge Fund 2nd Year Associate

Excellent
5
27Sessions Completed $77 for 30min
  • Hedge Fund
    • Investment Banking
    • Sales and Trading
    • Hedge Fund
  • New York
  • An investment associate at a multi-billion dollar hedge fund/family office.
  • He made the switch from Sales & Trading (structured credit) to investment banking restructuring group
  • He was featured in the WSJ on how he broke into front office finance
  • Non-target school with BSc in Finance and Economics

Private Equity Vice President

Excellent
5
26Sessions Completed $147 for 30min
  • Private Equity
    • Investment Banking
  • New York
    • Miami
  • Currently, VP at Welsh, Carson, Anderson & Stowe
  • Worked for over two years at the BB; ranked 1A both years (top 10% of entire analyst class)
  • Worked as an intern in Corporate Banking at bulge bracket bank and managed to receive a full-time offer in the investment banking division
  • Non-target background

Sales & Trading 3rd+ Year Associate

Excellent
5
25Sessions Completed $77 for 30min
  • Sales & Trading
    • Sales and Trading
    • Equity Research
    • Asset Management
  • Toronto
  • Over 5 years in quantitative research, development, and trading front-office roles, on both the buy-side investment management and sell-side capital markets.
  • Currently, a quantitative researcher within a top pension fund.
  • Previously 3 years at a Bay street hedge fund as a quantitative analyst, primarily working with fundamental portfolio managers and strategies.
  • Graduated with two bachelor degrees at the same time in mathematics and finance.
  • Personally interviewed and hired 100's of co-ops, new graduates, and junior members, and understand all aspects of the hiring process.
  • Expertise in quantitative areas of finance - financial theory (portfolio management, risk management, trading), technical (software development, systems design, data engineering), and data science (statistics, ML/AI, analytics).

Private Equity 2nd Year Associate

Excellent
5
23Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
  • Denver
  • Current Investment Associate at a growth equity firm that acquires minority positions in private growth-stage technology companies
  • Previously spent ~2 years at Goldman Sachs in their Investment Banking Division, primarily working on FinTech and Asset Management M&A and IPO transactions in the Financial Institutions Group (FIG)
  • Graduated with a BSE in Biomedical Engineering and BS in Mathematics
  • Conversational proficiency in Portuguese

Hedge Fund CEO

Excellent
5
23Sessions Completed $77 for 30min
  • Hedge Fund
    • Investment Banking
    • Private Equity
  • New York
  • Currently launching a long/short equity hedge fund
  • Previously was an Associate at a middle market private equity firm where he evaluated leveraged buy out opportunities across the healthcare, technology, business services, and industrial sectors
  • 2 years as an analyst in a build bracket bank within the healthcare coverage group
  • Graduated double majored in Biology & Economics

Private Equity Vice President

Excellent
5
22Sessions Completed $77 for 30min
  • Private Equity
    • Investment Banking
  • New York
  • 3rd-year private equity associate at $3.0 billion middle-market private equity firm
  • Worked at an elite boutique in IB as an analyst for over two years in M&A and Restructuring
  • B.S. from Ivy League University

Real Estate Managing Director

Excellent
5
21Sessions Completed $77 for 30min
  • Real Estate
    • Investment Banking
    • Private Equity
  • Los Angeles
  • CFO for a real estate private equity fund

  • Managing member of a family's office, investing in public equity, fixed income, and energy and commodities markets across the globe. The firm also manages private equity and venture capital funds

  • Started career Houlihan Lokey, focused on private placements of debt and equity securities in connection with restructurings, refinancings, leveraged buyouts, recapitalizations, growth capital and acquisitions.

  • Served as a Principal of $1.1 billion Asia fund

  • Has an MBA from Wharton