Private Equity Coaches, Events, and Resources

Welcome to my profile! I’m a Wharton graduate with an MBA from Harvard Business School and bring over 15 years of experience in finance. For the past decade, I’ve been at Warburg Pincus—a top-10 global private equity firm managing over $100 billion—where I’m currently a Principal. Throughout my career, I’ve interviewed hundreds of candidates and directly mentored dozens of Analysts, Associates, and Vice Presidents. I know firsthand what it takes to break into competitive finance roles and advance within them. You may have come across my “Comprehensive Finance Interview Guide,” which I originally wrote over a decade ago while preparing for my own private equity recruiting—just one of many resources I’ve created to help others land top roles. Whether you’re preparing for investment banking, private equity, or business school, I offer targeted and tailored coaching across resume development, mock interviews, technical prep, recruiting strategy, and more.

Based on my extensive experience in private equity and investment banking at top-tier firms such as H.I.G. Capital, Warburg Pincus and J.P. Morgan, I'm highly qualified to coach individuals on private equity recruiting. In addition to technical expertise, my experience in mentoring and coaching others has also equipped me with the skills to guide aspiring private equity professionals through the recruiting process. My ability to communicate complex financial concepts in a clear and concise manner, as well as my strong network within the industry, can be invaluable in helping individuals navigate the often-challenging landscape of private equity recruiting. With my guidance and support, aspiring private equity professionals can develop the skills and knowledge they need to succeed in this highly competitive industry.

Most recently, I spent several years as a Technology Investor on Summit Partners' flagship $10B Growth Equity fund, where I was promoted early. At Harvard, I taught 100+ undergraduates in the largest course on Venture Capital Investing.

Welcome! I have experience in mega-fund and middle-market private equity. Together, we can work through networking strategies to land an interview; behavrioral, technical, case study, and modeling interview preparation; offer management / negotiation, and strategies to be successful on the job once you land an offer. We can also align on what type of firm (mega-fund vs. middle-market) best aligns with your career goals. Breaking into private equity is challenging but rewarding, and I'm delighted to guide you on this part of your career path. I bring a warm, practical approach to coaching and can't wait to meet you!

Roles in Investment Banking, Private Equity, Hedge Fund / Crossover, and as a General Partner / Independent Sponsor all have provided different but relevant skills / lessons for usage in professional investing. Private investing experience spanning traditional private equity, growth investing, and late-stage growth / pre-IPO rounds. I now manage a small investment firm in a founder capacity, having launched a private equity style independent sponsor focused on majority acquisitions in the lower middle market. We have executed investments and are in the process of executing on additional platforms, while constantly looking for add-ons to our existing businesses. My founder / independent sponsor angle enables me to provide some unique insight that extends beyond the typical 'breaking in' and 'due diligence' type topics and into things like capital raising, interfacing with our LPs / investors, assessment of categories, different strategies of deployment (e.g. roll-up, value vs. growth, organic vs. inorganic growth strategy), etc. This role also results in oversight of the operating companies and extends my involvement into operations and marrying the function of the sponsor with the operating company.

I have a deep understanding of what it takes to succeed in the private equity and investment banking industries. In addition to my years of professional experience, I have an MBA from Harvard Business School and a BS in Finance from Brigham Young University. Over the years, I've informally coached numerous individuals at all stages of their careers, helping them navigate the complexities of private equity and investment banking careers and achieve their professional goals. Whether you're looking to break into the industry or advance your career, I can provide tailored guidance and support. I have personal experience making the jump from investment banking to private equity post-MBA. I started out in investment banking as an Associate coming out of business school and then joined a private equity firm as a VP after 2.5 years as an investment banking Associate. I spent the next 20 years in private equity at Reynolda Equity Partners, ultimately becoming a Managing Partner. In 2025, I transitioned my role at Reynolda to Senior Advisor and began investing independently under my 1780 Capital banner. I spent much of my time at Reynolda leading the recruiting effort, interviewing candidates and making hiring decisions for Associates, Senior Associates, VPs and for Business Development positions. While in investment banking, I was also on the recruiting team for HBS and other MBA programs.

With years of experience at top-tier firms like Blackstone and KKR, I’m here to help you navigate the competitive world of private equity, venture capital, and hedge funds. I’ve worked across the entire investment process—sourcing deals, conducting due diligence, managing portfolio companies, prepping and leading board meetings, and raising capital from LPs—so I understand the skills and nuances required to land and succeed in these coveted roles. Together, we’ll develop a personalized strategy to help you achieve your buy-side career goals. Ready to take the next step? Reach out, and let’s get started!

Navigating the PE recruiting can be daunting, but with the right guidance, you can easily achieve your career aspirations. As someone who successfully transitioned from Moelis & Company to American Securities, securing my offer during the on-cycle process in 2019, I have the experience and insights to help you excel. I work to provide you with the personalized support and strategic preparation needed to secure your dream offer. I know how overwhelming the recruitment process can be. My approach is empathetic and supportive, aimed at reducing your stress and developing your skills so you have total confidence ahead of interviews. Comprehensive Support for Your Career Goals: Firm Identification: I will help you identify and target the firms that align with your career goals and aspirations. My knowledge of the industry will provide you with a curated list of potential funds that suit your strengths and interests. Headhunter Strategy: Navigating headhunter interactions can be daunting. I will guide you on how to effectively engage with the headhunters, ensuring you stand out and receive the best opportunities available. Interview Preparation: From technical questions to fit interviews, I provide tailored preparation that will give you the confidence and skills needed to excel in interviews. Crush the Model Test and Case Study: I'll guide you through how to go from a standing start to an LBO model guru so you feel totally confident come interview time.

I successfully recruited into PE with multiple offers coming out of Goldman Sachs and joined THL. I then moved to a crossover software fund where I did PE & Hedge Fund style investments. I have successfully mentored over 300 professionals and students on IB, PE, and HF recruiting. I also designed a course that teaches the PE recruiting process from start to finish. I would welcome the opportunity to help you like I’ve helped so many others on your journey.

I’m a life-longer learner and giver (through my experiences and my network). Happy to help those that are interested and navigating the path within Investment Banking or Private Equity. Friendly, approachable and always reachable/responsive!