WSO ACADEMY - LAND THE ELITE ROLE

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Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

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New Mentor!
Member since 2026
Hedge Fund
  • Hedge Fund

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

  • New York City
  • New York City
New Mentor!
Member since 2025
Private Equity
  • Investment Banking
  • Asset Management
  • Private Equity
  • Equity Research
  • Venture Capital
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy

• 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

  • Abu Dhabi
    • London
    • Moscow
    • New York City
    • Qatar
    • Riyadh
  • Abu Dhabi
    • London
    • Moscow
    • New York City
    • Qatar
    • Riyadh
New Mentor!
Member since 2026
Private Equity

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.

  • Other
    • New York City
  • Other
    • New York City
New Mentor!
Member since 2026
Investment Banking

-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 

  • London
New Mentor!
Member since 2026
Private Equity
  • Investment Banking
  • Accounting

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.

  • Chicago
New Mentor!
Member since 2026
Corporate Development
  • Investment Banking
  • Asset Management
  • 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
  • London
New Mentor!
Member since 2024
Hedge Fund - Equity Hedge

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

New Mentor!
Member since 2024
Asset Management
  • Equity Research
  • Accounting
  • 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
  • London
New Mentor!
Member since 2026
Corporate Finance
  • Investment Banking

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.

  • Salt Lake City
    • Dallas
    • New York City
  • Salt Lake City
    • Dallas
    • New York City
New Mentor!
Member since 2026
Investment Banking
  • Commercial Banking
  • Tech and Media M&A experience at EB
  • Corporate Banking Experience in Toronto
  • Private Capital Markets at EB
  • CFA chartholder and Ivy League MBA
  • New York City
    • Toronto
  • New York City
    • Toronto

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