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Asset Management CEO
Asset Management CEO
New mentor!
Member since 2025
  • Los Angeles
  • Boston
  • ,
  • New York City
  • ,
  • Philadelphia
About the mentor

Why Work With Me:

  • ✅ Former Associate Director at ICG Advisors, conducting diligence across hedge funds, VC, PE, credit, and real estate for a $7B multi-family office—deep knowledge of manager selection and investment research hiring expectations.
  • ✅ Hedge Fund Analyst at AllianceBernstein, solely dedicated to managing a $1.3B hedge fund portfolio—insight into buyside career paths, day-to-day responsibilities, and skills needed to break in and succeed.
  • ✅ Fintech Co-Founder focused on AI and esoteric asset modeling—can guide those interested in venture/startup transitions, technical innovation in finance, or building something of their own.
  • ✅ Dual graduate degrees from Wharton (MBA, Finance) and Harvard (MPA, International Affairs)—can help navigate top B-school applications, dual-degree paths, and long-term career strategy.

I’ve mentored candidates into roles at top buy-side firms, advised on non-traditional entries into finance, and helped professionals pivot between asset classes. Whether you're prepping for interviews, reworking your resume, or charting a new course in investment management or fintech, I'm here to help.

Book a session if you want insight-backed guidance on breaking into or leveling up in the investment world.

Expertise
  • Private Equity
  • Hedge Fund
  • Venture Capital
  • Private Credit
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

Can’t find an answer? Please send an email to [email protected]

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12 week program to dramatically improve your odds of landing a high finance job offer