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Asset Management Executive Director
Asset Management Executive Director
Excellent
5
15Sessions
Member since 2019
  • New York City
  • Los Angeles
About the mentor

* Multi-asset Portfolio Manager in the OCIO department. 
* Portfolio manager for high net worth families
* Previously worked as Portfolio Manager investing in multi-asset portfolios for high net worth families and foundations
* Began career in Consulting and soon moved to Risk Management
* Earned MBA. Also earned BA in Political Science
* CFA charterholder

Expertise
  • Asset Management
  • Consulting
  • Equity Research
  • Real Estate
  • Risk Management
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

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.

Frequently Asked Questions

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