- Investment professional with experience employing value-based investment strategies for a broad array of clientele to manage their investments and preserve their wealth
- Currently owns and operates an independent money management firm with clients in over 25 states
- Provides comprehensive investment management services to individuals, retirement plans, trusts, and charitable foundations
- Serves as a fiduciary to clients by providing fee-only investment counsel
- Has been quoted and featured in various investment articles and publications
- Serves on the board of several organizations and non-profits
About the mentor
Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.
How It Works
All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.
How much is your career worth?
What you get
Value (Based on avg hourly rate of our professionals)
Step 1: Detailed Questionnaire
So we can match you with the perfect mentor for your target industry, background, seniority and region...
Step 2: Additional Investigation
Mentor reviews your questionnaire in detail to dive into your experience to make sure we uncover the most important aspects of your application and prepare for your mock interview/consultation...
Step 3: First 30 Min Call with Feedback
Detailed list of what we would work on together with more time and WHY...no obligation to move forward.
TOTAL VALUE (Get 85% Off)
Here’s just some of what you can expect
Match with an Expert Industry Professional
ALL of our mentors are actual professionals that screens candidates for their elite firms. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.
Every Word Counts
Our experts make sure know the right buzzwords and recruiting strategies to help you stand out from the thousands of other applicants.
Investment Banking, Private Equity, Hedge Fund, Corp Fin, Consulting & More…
No matter what elite industry you are targeting, we have you covered. We have expert reviewers ready to help you in investment banking, trading, private equity, hedge funds, consulting, real estate finance, equity research, accounting, corporate finance and more... If you're not sure if we can help, feel free to reach out to [email protected]
2 Weeks of Follow Up
To make sure all of your questions are answered, we offer up to 2 additional weeks to follow up with your mentor once your final session is over… we want to make sure you understand our suggestions to help you land more interviews and more importantly, an elite job.
You Drive, We Guide
Whether you want to use your time for a mock interview, model review, career consultation or a live resume review, how you spend the time with your mentor is 100% up to you.
Low Risk - High Potential Reward
You should expect this service to be a very iterative process. After we get your detailed questionnaire and match you to one of our mentors, he or she will schedule a time for your initial 1 hour session to help gain clarification and start the process ($50 off first session). If you think the mentor is a good match, then you can purchase more time (73% of our clients buy more hours).
48-72 Hour Rush Service Available
The standard mentor session takes approximately between ~3-7 days to schedule, however, upon checkout, there are options to expedite the service for an additional fee (+$100) in order to get matches and scheduled within 48-72hrs after submitting your questionnaire and resume. While this is not ideal (we encourage clients to sign up before a rush is needed), we realize sometimes tight deadlines and interviews are unexpected/unavoidable.