About Josh

I attended UChicago and was a 2+2 admit to Harvard Business School where I graduated with an MBA with Honors. I was a Managing Director of Investment Banking at Morgan Stanley for many years and served as co-head of Harvard Business School recruiting there for 6 years. I have coached for over a decade. I coach: 1. Entry into Student Finance Clubs, PE and VC clubs, including SMIFs (student managed investment funds). These processes are rigorous, challenging, and important! 2. Investment Banking BA and MBA intern and full time recruiting: - how to manage your process and outreach, application completion, resume, LinkedIn profile, outreach, scheduling information interviews, behaviorals and technicals (valuations, LBO models, accretion/dilution, 3 financial statements, brain teasers), mock interviews (I have conducted over 1,000 candidate interviews in real life! You will be learning from a PRO!!!) 3. On-cycle recruiting for private equity (it begins early!) with top firms including Henkel, CPI, Ratio, Oxbridge, Amity, and others! I advise on application completion, which can be complex! And interview training. 4. College AND MBA level PE recruiting and growth equity and credit funds, secondary funds, and hedge funds 5. Adjacent I-banking areas: Sales and Trading, Equity Research - I Coach How to do a Stock Pitch! Investor Relations - getting the offer, how to do the job. 6. MBA Application Coaching 7. College Application Coaching 8. Career Changes (called "lateral" moves) to executives at all level from I-banking to PE, from companies to PE. (I even coach some students' parents too!) 9. On-the-job coaching - how to get that return offer! 10. Executive, Leadership, Board Member coaching - how to understand your company's financials, M&A, financing, capital structure, equity (IPOs), debt 11. Medical School Applications and Residency Interviews I respond rapidly! Let's get started! I look forward to meeting you! - Josh