My name is Noah Richard, and I am currently an investment banking analyst at SC&H Capital, a boutique bank based in Columbia, MD, that focuses primarily on sell-side M&A for family- and founder-owned businesses in the lower middle market. My interest in investment banking and finance began in high school when I participated in an M&A case competition through a company called Youth About Business, and I carried this interest into college at the University of Maryland, College Park. At UMD, I became involved in and eventually led the business school’s largest finance club, where I organized case competitions and helped underclassmen with networking and securing summer internships in investment banking. I graduated with a degree in Finance and Information Systems, as I believe having a basic understanding of coding and data is helpful in the ever-evolving finance industry. I am happy to discuss networking or insights into the investment banking scene in the DC-Baltimore area.

Hi! My name is Lizzie Reedy, and I am an investment banking analyst at Perella Weinberg Partners. I played golf at the University of Richmond and graduated in 2021 with B.S. in Business Administration with concentrations in Finance and Marketing. Coming from Atlanta, GA, I had little prior knowledge of Wall Street. However, I was hooked once upperclassmen mentors opened my eyes to what a career in finance would entail. The depth and breadth of learning opportunities that banking provides to a twenty-two year old is unparalleled. Also, the thought of mastering a new, highly marketable skillset appealed to me because as a student-athlete, I constantly strive to improve. I would not be where I am today if not for gracious mentors that selflessly guided me through my process. I want to be that person for you. As a woman coming from a non-target school who had little free time outside of classes and tournaments, I will advise on how to craft your story and how to efficiently prepare for technicals in order to set yourself apart from the stack. I am passionate about paying it forward and would love to help anyone obtain their dream internship/job in finance.

Hi, I am an entry level Business Valuation Associate working in KPMG’s Economic and Valuation Services practice based in Atlanta, Georgia. I graduated from Rowan University in May 2025 with a Bachelor of Science in Finance degree. I wanted a career that was a perfect blend of both Finance and Consulting- which provides the intellectual stimulation of Banking but within a more flexible & learning focused, casual-cultured, & people-centric environment of Consulting. Valuation is more of an art than it is a science. There is no right or wrong answer, it is all up to insight-based interpretation based on the past, current, and assumption-based future market conditions. We determine the Fair Market Valuation of Equity for public and private corporations of various industries. Our field has a growing demand for skills such as attentiveness to detail, mastery of Corporate Finance and Financial Accounting concepts, financial modeling and forecasting, market and equity research, and data storytelling. When analyzing a company’s performance, you will learn about how money and economic benefit flows in and out of different clients and their pertinent industries and become adept with the methodologies used to best model the abstractness and uncertainty of the future. You will also learn about how the regulatory landscape for financial reporting will impact the assumptions that sensitize models. Additionally, being a former student coming from a non-target school drove me to transform and develop my own pathway into Corporate America, so I have been through plentiful of networking, recruiting, and interviewing processes. My goal is to help make that transition easier for students like you, so feel free to reach out and schedule a time to chat!

I’m currently an investment banking associate at Goldman Sachs and was previously an associate at G Square Capital in London. Beforehand, I was an investment banking analyst in the healthcare group at Jefferies in New York and London. I graduated from Vanderbilt with a BS in Human and Organizational Development (HOD) and a minor in financial economics. I’m originally from Kildeer, Illinois, a town not far from Chicago. I’m happy to help anyone and everyone, but if you are a non-finance major, female, college athlete, someone that wants international experience, or are interested in healthcare finance, I can answer your questions and help you prepare for the interview process with these topics in mind.

Hi, my name is George Politis. I’m currently an Investment Banking Analyst in the Financial Institutions Coverage Group at Truist Securities. In May 2021, I graduated Magna Cum Laude from the University of Miami with a Bachelor of Business Administration with majors in Finance and Legal Studies. My experience in Investment Banking so far has been incredibly rewarding and educational because at Truist we're constantly looking to communicate our clients' value to the best of our abilities. I can be a resource to you when it comes to presenting yourself in interview situations, learning the material at hand, or just any general industry questions.

Hi, my name is Jack Plocica. I graduated from Wake Forest University in the summer of 2017. I’m currently an Analyst at Truist Securities in the Investment Bank. Specifically, I’m in the Technology, Media, and Telecommunications vertical of the Syndicated & Leveraged Finance group. My interest in finance sparked from networking, as you are doing now. I found that I learned a great deal from speaking to young professionals. My goal in joining the Pro Forma Futures team is to pay this forward by sharing my knowledge and experiences with you all. My experience in the industry has truly been rewarding thus far and hopefully we can encourage you to be excited about your future as well.

My name is Tim Peyser, and I currently work at Piper Sandler covering financial services as an investment banker. Previously, I spent two years at RSM advising private equity clients in a consulting capacity. I joined RSM after graduating from the University of Richmond ('19) where I majored in international business and finance with a minor in French. I have worked in a number of roles in finance from boutique venture capital to Morgan Stanley's wealth management practice and would be happy to be a resource to you.

Hi, my name is Giovanni Petronelli and I am an Intermediary Sales Consultant at T. Rowe Price. Starting my tenure at T. Rowe as a summer intern in 2017, I returned to work full time after graduating from the University of Georgia with degrees in Finance, Risk Management, and International Business. Eager to return to my hometown of Baltimore and work for a global asset manager with a broad investment solution offering, T. Rowe Price was the perfect fit for me. Everyday I have the pleasure to work with Defined Contribution plan consultants to help them grow their businesses through partnerships ingrained beyond investments. I understand the competitive landscape of breaking into finance & I am happy to offer advice or my experience as I navigated the recruitment process.

I am currently a private equity associate at Comvest Partners in West Palm Beach, Florida. Prior to joining Comvest Partners, I was an analyst at Deloitte Consulting where I focused on private equity due diligence engagements. I began my career at a consumer goods startup in China called Laiba Beverages. At Indiana University, I studied finance and Chinese. I grew up on the southside of Indianapolis.

While in college, I explored a wide range of career options including consulting, investment banking, private equity, and startups. I ultimately chose consulting for its interesting work, fun culture, and exit opportunities to private equity (as well as a myriad of other roles). I am happy to discuss the challenges of choosing a career field, recruiting for consulting, and breaking into private equity from a non-banking background. Feel free to reach out to the PFF general email or shoot me a note directly!

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!

My name is Rafael Payano, and I’m currently a Management Consultant at Deloitte. I originally hail from the Dominican Republic and grew up in the South Bronx before moving to Western New York to attend SUNY Buffalo, where I majored in Business Administration with a concentration in Finance. In my current role, I help our financial services clients address their most complex challenges around Finance Transformation, M&A Integration, and overall Performance Improvement. Outside of work, I dedicate my time to my family and being a mentor to students and junior colleagues. Feel free to reach out to me with any questions regarding consulting, the finance industry, or the overall recruiting process

Hello, my name is Kiran Patel and I am currently a senior investment analyst at KrisDan Management, Inc., a single-family office, based in Naples, FL focused on evaluating public and private companies along with money managers. Prior to joining KrisDan, I worked as an investment analyst at another single-family office called Windancer Holdings, LLC in Dayton, OH and worked as a sales & trading associate (interest rates and foreign exchange derivatives) at Fifth Third Bank in Charlotte, NC. I graduated from Wake Forest University in 2018 with a major in economics and a minor in entrepreneurship & social enterprise. Through mentorship, cold-emailing, and internships I was able to attain a robust base of knowledge amongst many finance career path opportunities, so I am happy to help from anything such as mock interviews, informational interviews, networking introductions, market questions, career path opportunities, opinions on firms, etc. I have experience interning in financial advising, asset management, outsourced-CIO/endowment management, coverage + product investment banking, equity research, and wealth management.

My name is Love Patel, and I am currently an Associate at the The Riverside Company on their RCAF team. 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.

My name is Ahan Patel and I am a private equity analyst at NewSpring Capital just outside of Philadelphia, PA. I graduated from Villanova University in the Fall of 2020 with a BBA in finance and economics. I pursued a career in finance for two reasons a) because I wanted to work in a field where I could work with, analyze, and invest in different businesses; b) I wanted to be surrounded by driven and ambitious people who wanted a career path with more involvement than the traditional 9-5, like myself. I’m happy to help out with any questions anyone may have regarding investment banking or private equity, as I recruited for and interned in both fields. Many people choose to enter finance through investment banking; given that I took a slightly different path, I’d love to be a resource for anyone looking to enter private equity directly from undergrad.

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.

My name is Robyn Myers and I graduated from the University of Chicago, where I majored in Economics and Psychology and minored in Human Rights. I’m currently an Associate at Stride Consumer Partners in Boston. I completed my two year Analyst program on the Regional Investment Banking team at JP Morgan (NYC) where I worked with middle-market companies as both a coverage and product partner. I pursued a career in banking because the role provides a great technical foundation that allows you to pursue various career paths coming out of college. The role is dynamic and client-facing, presenting new challenges and projects frequently and allowing you to work with interesting companies and founders. I am always happy to connect, please feel free to reach out!

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.

Hello, my name is Delali, and I am an Analyst on the Investment Team at Lorient Capital, a healthcare-focused private equity firm. In my role, I support the evaluation and execution of investments in healthcare services businesses, including diligence, financial analysis, and investment committee preparation.

Prior to joining Lorient, I worked as a Private Equity Summer Analyst at Shamrock Capital, a Los Angeles-based investment firm focused on the media sector. Before beginning my corporate career, I served in the United States Marine Corps, an experience that shaped the way I approach leadership, discipline, and teamwork.

I graduated from Fordham University with a B.A. in Economics. I enjoy mentoring students and early-career professionals who are navigating recruiting and career growth, and I’m always happy to share lessons learned from my non-traditional path into investing.

My name is Tyler Montoya and I'm currently a business development associate with GoldenTree Asset Management. I graduated from the University of Richmond in 2018 with a BA in finance and leadership studies. I pursued a career in finance because I believe that working in a field that requires you to be skilled quantitatively, qualitatively, and interpersonally is extremely valuable and rewarding. In contrast to many of the other team members at Pro Forma Futures, I work in a business development role. If you think you might be more inclined to a position that is focused on sales and relationship management within the asset management industry, feel free to reach out!

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.