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Investment Advisor 3rd+ Year Associate
Investment Advisor 3rd+ Year Associate
New mentor!
Member since 2025
  • Denver
  • Boston
  • ,
  • Miami
About the mentor

For the past five years I’ve worked in family offices specializing in alternative investments and private transactions. My work spans valuation and financial modeling, manager selection, and end-to-end investment due diligence (IDD/ODD). I build and monitor liquid and alternatives allocations and execute private deals across PE, private credit, real estate, venture, and co-investments. I’ve supported company buy/sell processes and real-estate portfolio transactions, delivering IC-ready analyses and recommendations.

Expertise
  • Private Equity
  • Venture Capital
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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12 week program to dramatically improve your odds of landing a high finance job offer