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Hedge Fund Portfolio Manager
Hedge Fund Portfolio Manager
New mentor!
Member since 2025
  • New York City
About the mentor

Endowment-trained investor and hedge fund founder/PM. I’ve worked across public markets and institutional allocator portfolios, including hedge fund/manager due diligence, public equity research, portfolio construction, and performance/liquidity reporting. I previously served as a Principal on NewYork-Presbyterian’s rebuilt investment team ($14-15 billion endowment & pension) and earlier held investing roles at Jasper Ridge Partners ($41 billion multi-family office) and Princeton University Investment Company (PRINCO).

As a mentor, I focus on helping candidates build the skills that win buy-side interviews: a crisp, defensible stock pitch; decision-grade modeling and valuation (DCF, sensitivities, ROIC/reinvestment); and clear, structured investment writing. I’m also happy to support candidates pursuing allocator/family office roles with manager diligence frameworks, case-study prep, and recruiting strategy.

Expertise
  • Investment Banking
  • Asset Management
  • Non-profit
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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