Asset Management Coaches, Events, and Resources

With over two decades of experience in asset management and private equity, I bring a wealth of knowledge to help you navigate the complexities of the industry. As a Partner at Sonamu Energy and Managing Partner at Moser Capital, I've led market expansion, sales optimization, and strategic partnerships, as well as managed multi-billion investment portfolios while at Alliance Capital. My tenure as Managing Director at Robeco and Blackstone has honed my expertise in capital acquisition and renewable energy investments. Whether you're looking to break into asset management or advance your career, I'm here to provide tailored advice and strategies.

Welcome to my profile! I bring experience across both public and private market investing, with a background spanning the buy side and sell side in Fixed Income at J.P. Morgan and Jefferies. Most recently, I worked in climate-focused growth equity, where I supported company valuations, portfolio initiatives, and client outreach and fundraising efforts. Alongside my investing work, I’ve spent a lot of time mentoring and coaching others through recruiting and career decisions. In two prior roles, I also ran intern programs, which gave me direct insight into what hiring managers look for in interviews beyond technical skill. I come from a liberal arts background myself and have successfully pivoted across functions within finance, so I’m especially comfortable helping candidates navigate nontraditional paths. Whether you’re exploring growth equity, fixed income, or broader asset management roles, I’m happy to help you think through next steps and prepare with confidence.

As an incoming 2027 Summer Analyst with BlackRock’s Financial Institutions Group, I recently navigated the competitive asset and wealth management recruiting process and converted multiple final-round opportunities into an offer. I also completed a sophomore internship in private wealth management at Raymond James, giving me firsthand experience with both recruiting and the day-to-day financial services industry. As a Penn State Finance student, portfolio manager, and SIE holder, I understand how students can position themselves effectively for competitive opportunities. I help candidates strengthen their résumés, develop targeted networking strategies, prepare compelling interview stories, and build a clear recruiting plan. My guidance is recent, practical, and personalized—especially for freshmen, sophomores, and students seeking an edge in asset or wealth management recruiting.

Welcome to my profile! With a robust background in asset management, I bring a wealth of experience from my roles at Blue Owl Capital and Arena Investors, LP, where I specialized in corporate credit, structured equity, and asset-backed investing. My academic foundation from Duke University, with degrees in Economics and Classical Languages, as well as a Master’s in Econometrics & Statistics, equips me with a unique analytical perspective. I have successfully coached numerous individuals, helping them navigate the complexities of asset management and achieve their career goals. Whether you're looking to break into the industry or advance your current position, I'm here to provide tailored guidance and support. Let's connect and chart your path to success!

Welcome to my profile! With a PhD in Engineering from Auburn University and a Mini-Management Program from Harvard Business School, I bring a robust academic foundation to my coaching in asset management. My professional journey includes leading portfolio management at Walmart, where I honed my skills in strategic investment and risk assessment. Additionally, my experience as a Consultant at Environmental Defense Fund and PepsiCo has equipped me with a unique perspective on sustainable investment strategies. I am passionate about helping clients navigate the complexities of asset management, leveraging my expertise to drive impactful financial decisions. Let's connect to discuss how I can support your journey in asset management!

I currently work as an Executive Director in Private Credit at Goldman Sachs Asset Management, focusing on Asset Finance and Trade Receivables investments. My role is highly investment-driven: I originate, analyse, structure and execute private credit transactions across Europe, the US and Asia, working through the full investment process from due diligence and credit analysis to investment committee, term sheet negotiation, legal documentation and execution. This gives me a practical, inside view of how asset managers evaluate opportunities, assess risk, build investment cases and make decisions. As a coach, I help candidates understand what buy-side roles really require and how to position themselves effectively for asset management opportunities. I can support clients with CV and LinkedIn positioning, interview preparation, investment case discussions, career transitions from banking to the buy side, and building a clear, credible story around their experience and ambitions.

I have over 15 years of combined asset management experience in alternative investments and systematic long-only, multi-asset and macro strategies at AQR Capital Management and Merrill Lynch Wealth Management. I have built institutional grade investment products and strategies that helped clients, such as endowment funds, pension funds, family offices, and high-net-worth individuals achieve their investment mandates and objectives.

I bring real institutional investing experience across hedge funds, family offices, public equities, private markets, special situations, capital markets, and board-level corporate strategy. I am a CFA charterholder, Columbia Business School MBA, West Point graduate, former hedge fund and private equity investor, and public-company board director. I have evaluated companies, managed investment processes, worked with sophisticated allocators, and advised across public and private capital markets. That gives me a practical perspective on asset management that goes beyond textbook theory. I can help clients understand investment research, portfolio construction, manager selection, valuation, due diligence, risk management, investment memos, stock pitches, allocator conversations, and career positioning. My coaching is especially useful for students, CFA candidates, MBA candidates, young investment professionals, family office professionals, and career switchers who want to develop stronger investment judgment and communicate more credibly in asset management settings. My approach is structured and practical: clarify the goal, diagnose knowledge gaps, build the analytical toolkit, and practice communicating investment views clearly and professionally.