Private Equity Coaches, Events, and Resources

worked in advent and nexxus as analyst, associate and lead of investor relations and fundraising.

I worked at two generalist private equity firms focused on control investing in the middle market. I was able to successfully navigate the rigorous onboarding process each firm had - including a challenging case study under a time limit. During my experience in private equity, I was given the opportunity to invest in both domestic and international companies (US, UK, Romania) and had an average deal size of $100M. I enjoy helping clients navigate the PE recruiting cycle and strengthen their investment approach, technical capabilities, and nail their PE interviews. After my time in private equity, I was fortunate to attend HBS and can help clients differentiate if they are coming from a traditional background.

I’m a former Private Equity Associate at Rockpoint, where I evaluated and executed investments across multifamily, industrial, office, and hospitality assets. My work focused on underwriting, financial modeling, due diligence, and investment committee materials, so I understand how investors think and what sets strong candidates apart. I’ve sat on both sides of the table: building deals and helping recruit from one of the most competitive talent pools in finance. Today, I coach candidates through every step of the PE recruiting process, from technicals and case studies to networking and story positioning. My style is direct, structured, and highly tactical. We focus on mastering the skills and confidence you need to walk into interviews prepared, not guessing, and ultimately earn offers at top funds.

Welcome to my profile! I bring a unique perspective to private equity coaching as someone who successfully pivoted into finance from a non-traditional, non-finance background—so I understand firsthand what it takes to break into this industry off the typical path, and I can help you craft a recruiting strategy that plays to your strengths rather than against them. I hold an MBA from UCLA Anderson, where I received a full-tuition scholarship, and I've since built my career across investment banking and private equity at Moelis & Company and Aurora Capital Partners. Today, I help run the private investments team at a multi-billion-dollar family office, which gives me a vantage point most finance professionals never get—exposure to investment universe beyond the well-trodden buyout PE route, including direct deals, co-investments, VC/growth equity, fundraising and other non-traditional opportunities across the broader investing landscape. Whether you're trying to break in from an unconventional background or looking to explore paths beyond traditional buyout shops, I can help you think creatively about your options and chart a strategy that actually fits where you want to go. Let's connect and map out your path forward.

With a robust background in private equity and strategic finance, I bring a wealth of experience to help you navigate the competitive landscape of private equity careers. As a former Private Equity Associate at Ara Partners, I worked on five portfolio companies and closed two platform investments in the energy / decarbonization sector, providing me with firsthand insights into the intricacies of the industry. My journey also includes roles at EIG (an infrastructure PE fund) and J.P. Morgan, where I honed my skills in energy infrastructure and investment banking. I am well-equipped to guide you through the nuances of private equity applications and interviews, especially if you have an engineering background. I am also a graduate of Harvard Business School (MBA) and Princeton University, and closely worked with the admissions team on crafting an overall admissions strategy. I'm happy to assist with business school or college applications and strategies to maximize your admission chances.