Welcome to my profile! I graduated in Economics from the University of Cambridge, I bring a strong academic foundation to my coaching. I work as an Equity Analyst at Point72 and previously at Goldman Sachs, specializing in the Industrials and Energy sectors. Over the years, I've successfully coached individuals for competitive university admissions, junior banking and asset management roles, helping them navigate competitive application processes. Whether you're looking to refine your application strategy or master the nuances of the industry, I'm here to guide you.

With over seven years of experience in finance and tech, including roles at top firms like Morgan Stanley and JPMorgan, I bring a wealth of knowledge in equity research, strategy and corporate development. As a former Senior Associate in Equity Research at Morgan Stanley on the #1 Ranked ESG Equity Research team, I have a deep understanding of what it takes to interview, resume building, the recruiting process, stock pitches, and financial analysis, which I leverage to help my clients excel in their careers. My experience in strategic roles at companies like Oscar Health and Carta has honed my ability to drive growth and make data-driven decisions. Whether you want to break into equity research or advance your career, I'm here to provide tailored guidance and support.

I have been investing for 15 years. I sat on both sides of the table – as an equity research analyst at Morgan Stanley and as a portfolio manager at Lazard Asset Management. I invested in public equities and private companies. I allocated capital on behalf of multi-billion dollar pension funds and endowments, as well as deployed my own capital in early-stage startups. Looking to add value and keep learning, I took on new challenges every 2-3 years. When I became the #1 rated analyst at Morgan Stanley, I brought on junior analysts and repeated my success as a team. When I delivered a 3X return on my investments at Lazard, I raised capital for a brand new fund. When I helped the team at Kabbage sell the business for $850 million to American Express, I joined a fresh new startup and raised capital from a16z. Capitalizing on my experience working with numerous asset classes, I’m now building a financial advisory firm. My journey is unfolding every day. It’s too early to write a book about it, but if I were to do it, I’d focus on the people I helped along the way. I’d love for you to be in this book. I’d love to share with you what I learned over the last 15 years to accelerate your learning and be successful.

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

I have a strong background in Private Equity, but recruited for equity research extensively while I was in school, and also helped multiple people into their own buyside and sell-side equity research roles.

Are you striving to break into equity research from a non-target or semi-target school? I’ve been in your shoes and successfully navigated the path to securing two IB internships and a full-time role at a private equity megafund. During my internships at Bank of America’s REGL Group, I gained hands-on experience with equity and debt capital raises, M&A, and IPOs, while developing deep insights into REITs and the cruise industry. Completing two capstone projects during my sophomore and junior summers enabled me to master execution at the desk and understand what it takes to deliver high-quality work from start to finish. Alongside advancing my own career, I’ve committed to mentoring students, helping them overcome barriers to breaking into Wall Street. Let me help you stand out and achieve your career goals with personalized guidance and actionable strategies.

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!