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Real Estate CEO
Real Estate CEO
New mentor!
Member since 2026
  • Zürich
  • New York City
  • ,
  • London
  • ,
  • Hong Kong
About the mentor

I bring over 35 years of experience across Wall Street, the City of London, and Zurich, with senior roles in investment banking, global wealth management, real estate, and private capital advisory. I have advised ultra-high-net-worth individuals, family offices, and institutions on investment strategy, capital allocation, and complex cross-border transactions exceeding $1-50bn.

Formerly Global Head of International Wealth Management at BNY Mellon and Global Head of Key Clients at UBS Wealth Management, I worked at the highest levels of institutional finance—directly involved in transaction execution, portfolio strategy, and investment decision-making.

Today, as CEO of a Zurich-based investment and advisory platform, I remain actively engaged in structuring real estate and private capital investments. This ensures my mentoring is grounded in current, real-world deal experience—not theory.

What sets my mentoring apart is simple: I focus on how YOU think.

Technical skills are expected. What differentiates candidates is the ability to think like an investor, communicate clearly under pressure, and demonstrate commercial judgment.

I work with a select number of candidates to help them:


• Stand out in highly competitive interviews
• Build a credible, differentiated personal narrative
• Translate technical knowledge into practical deal thinking
• Position themselves as value-add hires from day one

My style is direct, demanding, and results-focused. I will challenge you, refine your thinking, and prepare you to perform at the level top-tier institutions expect.

This is not for everyone. It is for candidates who are serious about competing at the highest level.

Expertise
  • Investment Banking
  • Consulting
  • Private Equity
  • Venture Capital
  • Corporate Finance
  • Investment Advisor
  • Legal
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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