- Currently manages external investment initiatives at a multi-billion-dollar foundation. Has held previous roles at family offices and institutional investment firms and has extensive experience in allocating across all major asset classes and strategies, including direct investments.
- Opportunistically will serve as an investment consultant for FO's / investment firms to source, diligence and allocate to niche investment opportunities (both direct and externally managed).
- B.B.A. Accounting (English Minor) / M.S. Finance.
- "Interviewed" over 1,000+ HF/PE managers, so I've seen a lot!
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.