Public bio:
I am an investment professional with 17 years of experience across hedge funds, asset managers, and banks, working at the intersection of markets, portfolio construction, and risk management, closely embedded with portfolio teams and CIO offices. Throughout my career, my core strength has been translating complex market dynamics — quantitative signals, factor risk, and macro drivers — into portfolio-relevant insights for senior decision-makers, including portfolio managers, CIOs, and investment committees. My work has focused on helping institutions frame risk, understand trade-offs, and maintain discipline across market cycles. Over time, I have become increasingly deliberate about where I add the most durable value. I am now focused on investment strategy, portfolio solutions, and client-facing roles where judgment, continuity, and institutional credibility matter more than short-term outcomes, and where I can partner closely with CIOs, portfolio teams, and clients over the long term. In these roles, I have influenced portfolio construction, capital allocation, and risk positioning decisions affecting multi-billion-dollar mandates, helping institutions navigate drawdowns, regime shifts, and client scrutiny. These experiences position me naturally within CIO offices, portfolio strategy groups, and product or solutions teams where investment judgment, governance, and continuity are central. My background spans quantitative research, portfolio construction, and client-facing strategy — allowing me to bridge technical rigor and institutional decision-making in a way that few roles consistently combine
Public bio:
• Passionate venture investor and corporate finance professional with >13 years of experience spanning early, growth and late stage transactions. Executed >35 investment and M&A deals with >$7bn in value at bulge bracket banks, private equity arm of global institutional bank, as well as the leading conglomerate in MENA. Served as a board member of several portfolio companies, including #1 e-grocer and #1 outdoor advertiser in CEE
• Led pre-series B and secondary funding in various startups, including abovementioned #1 e-grocer in CEE (currently valued at >$2bn) and top-5 fastest growing QSR operator in EMEA, respectively, by leveraging GCC-based co-investors
• Brain cancer survivor focused on impact-based neurotech in parallel with advisory and investments in early stage (angel, pre-seed, series A) entities within human needs (edtech, e-grocery and QSR) and fundamental (cybersecurity and data protection) sectors of economy
Public bio:
Keith is an experienced Private Equity / Investment Banking Professional and Fractional CFO / Controller with a BA with Honors in Economics from Harvard College and an Advanced MBA Degree in Finance from Wharton Business School, where he graduated 2nd in his class for the Academic Excellence Fellowship posting a 3.97 GPA. Prior to becoming a CFO, Keith worked at leading Wall Street M&A Investment Banks and Private Equity Firms, including KKR (in their Capital Markets Group) and Bank of America Merrill Lynch (in their Leveraged Finance Group). Keith is an expert in Financial Operations, Accounting, Budgeting, Financial Modeling, Excel, Forecasting, etc. He is heavily connected to investors. Keith has served as a Full-Time Fractional CFO for 3 major companies: Metrograph, National Diagnostic Solutions and Togetherworks (portfolio company of GI Partners). Through his Consulting Company, Monarch, Keith has served as an Interim or Fractional CFO for over a dozen businesses, including Stax (portfolio company of Blue Point Capital), ACES-ABA (portfolio company of General Atlantic), Superhuman, Cell Line Genetics, Ignatious, Attollo Offshore and many more.
Public bio:
-I’m an Investment Banker within RBC’s Financial Sponsors Group in London. Previous experience includes Barclays TMT IB team where I was an Analyst and Associate
-Have worked on numerous transactions including M&A, IPO and LevFin angles
-Happy to mentor on both technical and soft skills useful in the IB / PE community
Public bio:
Josh is an Associate at a private equity firm, focused on lower middle market industrial investing. He supports investment evaluation and diligence through modeling, sector research, and investment committee materials. Previously, he was an Investment Banking Analyst at a Middle Market investment bank and began his career in a Big 4 transaction advisory practice. He attended a Big 10 school, and holds a bachelors and masters in Accounting.
Public bio:
- Currently working within Corporate Development
- Previously worked for a Bulge Bracket IB in London covering consumer and retail clients for ~3 years having successfully converted a summer internship
- Undergrad in Engineering
Public bio:
Private Equity Associate at NYC based MF (~2 years)
Previously worked at Goldman Sachs as an Investment Banking Analyst (M&A / Coverage; ~2 years)
Graduated with BA in Economics
Can provide advice to industry professionals and college students on transitioning and succeeding in private equity and on breaking into investment banking
Public bio:
- Current equity analyst at a top performing global long-only equities fund based in London. I have a close relationship with my portfolio manager and am one of two key analysts in charge of idea generation and stock selection.
- Prior to moving to the buy-side I spent over 3 years on the sell-side in equity research at Bank of America (software) and Redburn (fintech / generalist).
- CFA charterholder.
- I qualified as an ACA Chartered Accountant with PwC where I joined as a graduate in Audit.
- Graduated with a BSc Economics from the London School of Economics and Political Science
Public bio:
I’m a former investment banking professional with 10+ years of experience across M&A, capital markets, and infrastructure investing. I began my career in investment banking at Bank of America Merrill Lynch and later worked at SMBC Nikko Securities and Houlihan Lokey, advising on power, renewables, and infrastructure transactions. I then moved to the principal side, working at IPPs and developers including SB Energy (SoftBank), Savion Energy, and most recently Blue Sky Utility / Nofar USA.
I’ve interviewed extensively, broken in through the traditional analyst path, and later navigated lateral moves across banks, sponsors, and the buy side. I mentor students on recruiting strategy, technical interview prep, resume and networking tactics, and long-term career positioning within investment banking and related finance roles.
Happy to help students who are serious, curious, and willing to put in the work.
Public bio:
- Tech and Media M&A experience at EB
- Corporate Banking Experience in Toronto
- Private Capital Markets at EB
- CFA chartholder and Ivy League MBA
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
Join the 1,000+ candidates just like you who have already used the WSO Mentor Service
If you’re reading this, you’re here for a reason: because you want to be one of the very few who gets an an elite job and because you need help doing it. The choice really is yours. And your opportunity really is limited.
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