default image
Investment Banking Partner
Investment Banking Partner
New mentor!
Member since 2025
  • Austin
  • New York City
About the mentor

I began my career in wealth mgt, in a large wirehouse firm. My partner and I took our practice private and created our own RIA firm. Once I discovered alternatives and privates, I fell in love with that space and have not looked back since. I have been able to serve a variety of roles and fields including VC, REITs, PE, and most recently have come on as a partner at a boutique investment bank. In my free time; I enjoy fitness, nature, and my family. 

Expertise
  • Asset Management
  • Private Equity
  • Venture Capital
  • Real Estate
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]

person
person

Get direct access to our best mentors as part of WSO Academy

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