Richard Pei
I currently work as a private equity associate at H.I.G. Capital in the Boston office. Prior to joining H.I.G., I was an investment banking analyst at Bank of America in the New York office, where I worked in the M&A and FIG groups. I studied Economics with a Minor in Computer Science at the University of Chicago, where I was also President of the Club Tennis team.
I pursued a career in finance as I was intrigued by the "macro" view that it provides on how businesses interact with the economy and society as a whole, and I also wanted to be in a role where I could develop both my technical and soft skills. I can provide insights on my experiences in banking (coverage vs. product group), private equity, all stages of recruiting (internship, full-time, lateral, PE, etc.), interviewing, and broader career advice. Always happy to chat so don't hesitate to reach out!
Love Patel
My name is Love Patel, and I am currently a Senior Investment Banking Analyst in the Diversified Industrials group at D.A. Davidson, based in Boston, MA. In this role, I assist clients on both buy-side and sell-side transactions, focusing on valuations, due diligence, marketing materials, and transaction structuring. Prior to this, I was an Investment Banking Analyst in the Technology, Media, and Telecom (TMT) group at Canaccord Genuity in New York, where I worked on high-profile deals, including sell-side processes and carve-outs, and collaborated closely with lean deal teams to deliver strategic solutions for clients.
I hold a Master of Science in Finance from Vanderbilt University's Owen Graduate School of Management and a Bachelor of Science in Finance from the University of Kansas. I pursued a career in investment banking to build the technical and strategic expertise needed to advise on complex transactions and drive value creation. I am always happy to discuss insights on navigating investment banking recruiting, day-to-day responsibilities, and transitioning from academic foundations to professional success, as well as sharing my experiences working in dynamic team environments.
June Park
My name is June Park, and I am currently an analyst in the Software and Services group at Intrepid, a boutique investment banking firm based in Los Angeles, California. Intrepid primarily focuses on middle-market sell-side M&A for founder-owned and sponsor-backed businesses and I have had the pleasure working in this dynamic and rewarding environment. I previously interned at Cowen's M&A group based in San Francisco, but decided to join Intrepid for full-time after graduating from UC Berkeley with a B.A. degree in Economics. I started my career in Finance, because I wanted exposure to the intersection of technology and businesses. I have a passion for technology companies and my current role exposes me to new businesses and innovative founders everyday. I am more than happy to discuss my journey and all things related to recruiting for Finance.
Anisha Pachisia
I am currently an investment banking analyst at CIBC, as a part of the EIT (Energy, Infrastructure and Transition) coverage group in New York. I studied Economics and Political Science at UCLA, and grew up in Abu Dhabi. I always knew I wanted a career in finance, but was unsure about my path so I tried out different internships, including working at a startup, a boutique investment bank, and a private equity firm. Ultimately, I pursued banking because I wanted a career that would challenge me, help me develop soft and technical skills, and offer a wide variety of opportunities. I'd be happy to discuss anything related to the recruiting process, finding internships, networking, and navigating an untraditional path to investment banking.
Kenny Mleko
Hello! My name is Kenny Mleko and I am a private equity associate at Waud Capital Partners. Previously, I was an analyst in the regional M&A group at J.P. Morgan in New York City. Prior to banking, I spent just over a year at Wells Fargo Securities and graduated from both Vanderbilt’s M.S. Finance program and Loyola University Chicago. It was not until the end of my junior year at Loyola that I first heard the words investment banking. It was still several months after that when I began to realize what it takes to break into the industry. If you have made it to this website, you probably have a better understanding of Wall Street recruiting than I ever did, but please shoot me a note if you are looking for guidance on your ‘path’. Through a combination of luck, graciousness, and a lot of cold emails, I had more people than I can remember share with me their journeys into banking, and I owe it to them to pay it forward.
Mike Mikkelsen
Hello! My name is Mike Mikkelsen and I am currently an Investment Banking Associate at Jefferies in the Global Industrials Group in New York. I grew up on Long Island and graduated from Boston College in 2017 double majoring in mathematics and economics. I started my career in Operations at Barclays, and from there switched to the Equity Capital Markets group at Jefferies as a lateral hire. Most recently I internally transferred at Jefferies into the Global Industrials Group. It has taken me a few years of research and networking to reach the position I am in today, and that is largely due to the lack of publicly available resources about the many different paths you can take within finance. I’m more than happy to share my path and chat with anyone about networking, interview prep, life, etc.
Caleb Michalak
I am research analyst at Point72 and was previously an investment banking analyst in the healthcare group at Jefferies. I studied finance, economics, math, and physics at the University of Richmond. I pursued a career in investment banking because I have always been fascinated by the physics of financial markets, and decided investment banking was the best way to gain valuable exposure to a wide variety of different aspects of these markets. If you want to learn more about the hedge fund space, please feel free to contact me!
Max Meyer
My name is Max Meyer, and I am currently and MBA student at Wharton. Prior to Wharton, I was a Private Equity Associate at TH Lee. Previously, I was an Investment Banking Analyst at Goldman Sachs in NYC and in investment banking at Stifel in the TMT M&A practice. I graduated from Tulane University in 2019 with a B.S.M. in Finance. I did my summer internship at J.P. Morgan in the middle market banking group. I took a bit of a circuitous route to land my current role and have learned valuable lessons along the way. My impetus for working in investment banking was largely shaped by my deep passion for learning and desire to excel in intense environments. Finance has always intrigued me, and I took my time to figure out where exactly I wanted to drive my professional endeavors. Throughout my career, I have participated in summer analyst recruiting, full-time recruiting, and lateral recruiting. If you need advice on any of these areas, please reach out to me!
Shubhang Mehta
Hi! My name is Shubhang Mehta and I am currently a real estate private equity analyst at Northwood Investors based in New York City. Prior to my time at Northwood, I was an investment banking analyst in the Real Estate, Gaming & Lodging group at Jefferies in NYC. I grew up in Melbourne, Australia before graduating from the University of North Carolina at Chapel Hill in 2018 with a Bachelors of Science in Business Administration. I pursued finance because I wanted to work in a challenging, collegial environment that always presented the opportunity to learn. I am more than happy to help anyone that wants to break into the IB or PE industry, and I can be of particular help if anyone is interested in real estate.
John Marple
I am currently a private equity associate at Littlejohn & Co in Greenwich, CT. Prior to my current role, I was an investment banking analyst in the Energy, Power & Infrastructure Group at Harris Williams. I am originally from the Minneapolis, MN area and graduated from Colgate University with a B.A. in Economics while playing on the NCAA Division 1 lacrosse team. After graduating from Colgate, I received my Master's in Finance from the Vanderbilt Owen Graduate School of Management. I pursued a career in finance because I enjoyed the fast-paced and team-oriented environment that was similar to my experience as a student-athlete. I'm happy to be a resource and answer questions on recruiting, the interview process, networking, or anything else you might find helpful. In particular, I can provide insight on grad school, moving to new locations, and leveraging a background in athletics.
Anja Mandic
My name is Anja Mandic and I am from Bosnia and Herzegovina. I am currently in my final year at the University of Richmond where I am majoring in Economics. Most recently, I interned as an investment banking summer analyst at Jefferies in NYC where I will be returning as an analyst in their Metal & Mining group after graduation. I decided to pursue a career in finance as I always wanted to pursue a fast-paced career that would allow me to learn in a challenging environment surrounded by high-caliber professionals. As an international student coming from a non-target school, I can provide helpful insight on how to build a network, learn about different careers within finance, and identify a career path. Moreover, I can help you overcome several obstacles international students typically face relating to visa processes and provide advice on how to succeed in a competitive job environment.
Carlin Lynch
My name is Carlin Lynch, and I am a 2018 graduate from the University of Richmond. At UR, I studied business administration with a concentration in finance and an English minor. I’ve worked at B. Riley Securities for ~3 years, first in equity research, and now as an investment banking analyst in the sustainability practice. My road to financial services has not been a straight one, and I am happy to help those with non-traditional resumes craft a narrative and a plan. Originally convinced I wanted to be in industry, which led me to an internship at J&J, I realized senior year, after my classmates already had locked up job offers, that I wanted to be in finance. By crafting the right narrative and having the right support system, I was able to land a job. If you realized “late” that you wanted to be in finance, feel free to reach out!
Jonathan Lu
My name is Jonathan Lu, and I am a Private Equity Senior Associate in General Atlantic’s late-stage technology group, based in Miami. Prior to joining General Atlantic, I worked as a Senior Associate in the Strategic Investments Group at Warburg Pincus, where I focused on investing in late-stage software and tech-enabled services businesses. Prior to that, I worked as an Investment Banking Analyst in the Financial Institutions Group at Bank of America Merrill Lynch. I grew up in South Florida and graduated from Dartmouth College with a B.A. in Economics. I’ve worked in both FIG and Tech and am happy to discuss the nuances between both industries. Additionally, I'm happy to help provide advice for navigating the recruiting process (internship, full-time, lateral and buyside recruiting). I've benefited from the mentorship of others and am very excited to volunteer with PFF!
John Lin
My name is John Lin and I am currently a private equity associate at Bayview Asset Management based in New York. Prior to joining Bayview, I was an investment banking analyst at Citi working across M&A, capital markets, and strategic advisory engagements. I grew up in New York and graduated from Boston University in 2020. Throughout my time in college and in my career, I have benefited greatly from the support and mentorship of friends and colleagues, and I hope to pay it forward by being an encouraging and guiding resource for aspiring students who are navigating their own career paths.
Sam Lichtman
I am currently a healthcare analyst at Jefferies, an investment bank based in New York. I started my career in private equity as an analyst at Coalesce Capital, a services-oriented private equity firm. I attended the University of Southern California and graduated magna cum laude in December 2023 with a degree in finance. I'd be more than happy to discuss all things recruiting and day-to-day for VC, IB, and PE.
Dino LaValle
My name is Dino LaValle. I am currently a private equity associate at The Jordan Company based in New York City. Prior to my time at The Jordan Company, I was an investment banking analyst in the Global Industrials Group at Jefferies in New York City. I grew up on Long Island just outside of NYC before attending and graduating from Brown University in 2017 with a B.A. in Business Economics and where I was also a member of the varsity lacrosse team. For anyone out there coming from a liberal arts background or who is an athlete with no familial or educational ties to the finance industry, I would be happy to speak about my path breaking in and assist with any part of the recruiting process.
Sam Lampert
My name is Sam Lampert. I’m currently a private equity associate with ORIX Capital Partners in New York. Prior to OCP, I was an investment banking analyst in the global industrials group at Jefferies in NYC. I graduated from The University of Colorado at Boulder in 2017 with a degree in business administration with a concentration in finance. Growing up in Denver and staying in the state of Colorado for college, investment banking and working on Wall Street were not on my radar as a potential career path when I started at university. I secured an internship at Jefferies my junior year and fell in love with the level of exposure I had to management teams and the amount of responsibility I was given. After two years at Jefferies, I found myself wanting to work with companies on a longer-term basis and made the switch to PE. I’m happy to hop on the phone to discuss career aspirations or share more about my journey to banking from a “non-target school”.
Bryan Kozin
My name is Bryan Kozin and I am currently an investor at Lindsay Goldberg, a private equity firm focused on leveraged buyout and growth capital investments in middle-market companies. In this role, I create partnerships with families and founders to build businesses. Prior to Lindsay Goldberg, I was an investor at CI Capital Partners, a middle-market private equity firm focused on working with entrepreneurs to transform small- and medium-sized companies into market leaders through investments in organic growth and add-on acquisitions. I started my career in Bank of America Merrill Lynch’s investment banking division after graduating magna cum laude from Elon University with a BSBA in Finance. I am originally from Philadelphia, PA.
Spencer Korek
My name is Spencer Korek and I am a private equity associate at New Mountain Capital. Previously, I was an investment banking analyst at Jefferies in NYC where I worked in the Global Industrials Group, primarily focused on Services. I graduated from The Wharton School at the University of Pennsylvania, concentrating in finance. I pursued a career in finance because I enjoy learning about different types of businesses / business models and love the fast-paced nature of the industry. I’m happy to chat about preparing for an interview, an internship, resources to learn more about finance and various career paths within the industry.
Conor Kolstad
I am currently an Associate at RiverGlade Capital, in Chicago, IL. Prior to this role, I was a Leveraged Finance analyst at Truist Securities in Atlanta, GA. I studied finance and accounting at Clemson University and graduated in 2017. Originally, I'm from the suburbs of Chicago. I chose to pursue a career in investment banking because it presented an opportunity for me to apply many of the principles I learned in my finance and accounting classes at college, and to interact with and learn from sharp-minded individuals. Not knowing many people with a background in finance motivated me to build my network in order to better understand how my role at Truist fit into the world of finance, as well as learn about potential career paths. For my first two years out of college I also supported and led undergrad recruitment efforts at my alma mater. During that time I had many conversations with students trying to figure out what path to take after college. I look forward to sharing my experience and knowledge of networking and undergrad recruitment with you.