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!

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Investment Banking, Oppenheimer & Co. Connor Callaway Investment Banking, Oppenheimer & Co. Connor Callaway

Junjie "Jimmy" Wang

My name is Jimmy Wang. I am currently an investment banking analyst at Oppenheimer & Co. in New York within the FIG and Real Estate group. Prior to OpCo, I was an analyst senior intern and analyst intern in the valuation & opinions group at Lincoln International in New York. I graduated from the University of Rochester in 2022 with a BS in Business finance. I developed an interest in business through the complexities of a board game: Monopoly. The intelligence required to organize, plan, and execute motives on a plain board coincides with the way our capitalistic economy works. Through my experiences, I developed an affinity for entrepreneurship and leadership. My college experience taught me the importance of dedication, passion, and imagination, and, in retrospect, these values encouraged and supported me to pursue a career in investment banking. Looking back, I would not have made it in without all those cold emails and networking, and I hope to pay it forward.

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Consulting, Corporate Finance Connor Callaway Consulting, Corporate Finance Connor Callaway

Viboosh Chandrasekar

My name is Viboosh Chandrasekar and I am currently a senior manager of business operations at Love Health. Previously, I was working various finance and strategy roles at Takeoff Technologies. Prior to joining Takeoff Technologies, I was a management consultant at KPMG. Originally from Boston, I graduated from Auburn University with a degree in Finance and Economics. After trying my luck at professional sports, I pursued a career in finance as I was looking for a fast-paced and high-intensity environment. I view myself as a ‘player-coach’ and am more than happy to help with recruiting, resume reviews, case interviews and interview prep. I’m also available to chat about career paths and different roles in finance.

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Investment Banking, Baird, Private Equity, Boston, THL Connor Callaway Investment Banking, Baird, Private Equity, Boston, THL Connor Callaway

Thomas "Tommy" Campbell

Hello! My name is Tommy Campbell, and I am currently a Private Equity Associate at THL in Boston. I grew up on Long Island, NY and graduated from the University of Notre Dame in 2021 with a major in Finance and a minor in Constitutional Studies. I interned with Baird in Chicago after my junior year as a generalist for the summer and returned full time in their Technology and Services Group after graduation. After two years of investment banking, I started at THL in their Technology and Business Solutions group. Frankly, I did not know much about finance, banking, or PE before college, and I heavily relied on both informal and formal mentors in order to navigate networking, interviewing, internships and school. Banking and PE have been an invaluable learning experience and have provided me with a great foundation of professional and analytical skills that can be applied to a variety of different roles. I would be more than happy to be a resource to you and talk about breaking into finance, Chicago, Boston, interviews, life, etc. Don't hesitate to reach out, and I look forward to connecting!

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Vincent “Vinny” Guaglardi

I am an Associate within H.I.G. Capital’s Infrastructure Private Equity fund in New York City. Prior to my current role, I was an Investment Banking Analyst within Jefferies’ Consumer & Retail Group in Charlotte, NC. I received my B.S., Summa Cum Laude, in Finance from Wake Forest University in Winston Salem, North Carolina. I initially became interested in pursuing a career in finance after speaking with numerous mentors, which included family members, professors, upperclassmen, and folks at various firms that I was fortunate enough to have the opportunity to network with across many years leading up to my graduation from Wake Forest. These individuals held roles across the financial industry ranging from Investment Banking to Wealth Management to Private Equity, along with many others, all of which provided me with valuable insight into my decision-making process. I developed a passion for this industry due to the fact that it provided me with an opportunity to be people / client-facing, work within a fast-paced environment where you are encouraged to challenge yourself by making personal judgment calls, gain a vital skillset for long-term career optionality whether that be in finance or another industry, and to work with individuals from diverse backgrounds. Growing up, I spent a lot of time working with fundraisers and contributing to various charitable initiatives. I feel blessed to have had the opportunity to spend countless years getting to know individuals from diverse backgrounds and these experiences have instilled the passion in me to help provide the appropriate resources and guidance for others to accomplish their goals. Just as I was fortunate enough to have mentors guide me down the path that led me to where I am, I strive to be that motivator/adviser in the lives of many others. Having started my career in Charlotte, NC in Consumer & Retail IB and switching to NYC to work within the Infrastructure sector in PE, I can provide valuable insight for those deciding between different cities or sectors as well as those considering a geographical or sector-focus transition.

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Errol Clarke

Hey there! My name is Russell Yue, and I’m a Vice President with Tru Arrow Partners in New York City where I focus on technology and late stage venture investments. Prior to Tru Arrow, I was an investor with H.I.G. Capital, where I helped start the firm’s new late stage venture/growth investment practice. Before H.I.G., I was an investor on the growth stage investment team at Greycroft. I also previously worked in financial planning & analysis at Fastly, where I helped the company raise $75 million during its Series D fundraise. I graduated from the University of Southern California with a B.S. in Business Finance. Happy to chat with anyone about (1) entrepreneurship and working at a startup/scaleup, (2) technology and venture investing, (3) nontraditional career paths after college, or (4) anything else I can be helpful with!

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Eva Decker

Hello, my name is Eva Decker. I am currently a second-year analyst at Partners Group, a Swiss-based private markets firm. I currently sit in our U.S. headquarters in Denver, CO, where I am in a two-year analyst rotation program. I spent my first year on the Private Equity Directs side, in our business services group. My second and current rotation is in our Private Credit group on the direct lending side. I am originally from the Northern Virginia area and earned a dual degree in Finance and Risk Management from the University of South Carolina in 2023.

Having never thought about finance as a career until halfway through college, I often felt on the outside of the recruiting process. I found my way to my firm out of college in part through Pro Forma Futures, so can attest firsthand that through networking and utilizing a platform like this one, it is possible to break into finance – particularly coming from a non-target university. Happy to chat about my experience on my two teams, recruiting, post grad moving to a new place, or anything else! Don’t hesitate to reach out.

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Bain, Private Credit, Chicago Connor Callaway Bain, Private Credit, Chicago Connor Callaway

Mike Stanford

I am currently a private credit analyst at Bain Capital. I started my current role after graduating from Notre Dame, where I studied Finance and Economics with a minor in History. I grew up in the Chicago suburbs but now live in Boston. I entered college as an undecided business major and originally recruited for consulting before finding my way into buyside finance. As I discerned where to start my career, I was fortunate to find informal mentors with experience navigating similar courses, recruiting cycles, and analyst programs. I would be happy to be a similar resource and talk about deciding between consulting vs. finance, breaking into buyside out of college, moving to Boston, networking, and the day-to-day of life on the job. I look forward to connecting!

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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.

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Paul An

I am an Associate at H.I.G. Capital’s Infrastructure Private Equity Group in New York. Previously, I was an Analyst in Stifel’s Aerospace, Defense & Government Services Investment Banking Group in Washington, DC and, prior to this, was an Analyst at HSBC’s Mid Corporate Investment Banking Team in New York. I completed my undergraduate degree at Fordham University in New York where I majored in Finance. Growing up, my family moved around constantly, giving me the chance to live in South Korea, Indonesia, Los Angeles, and New Jersey, where I spent the majority of my childhood. I believe this helped me form a unique worldview and a desire to pursue a career that allows me to work with individuals from diverse backgrounds. I first became interested in Finance after speaking with professors, friends, and upperclassmen during my freshman year. Specifically, I was intrigued by the nature of the work, caliber of individuals in the field, career optionality, unique skill development, and ability to work with people from different backgrounds. My mentors, both senior and junior, provided crucial insights and advice that allowed me to break into the industry. Therefore, I’m looking to do the same for others looking for guidance. While I can speak to investment banking and private equity in general, I believe I can also add unique insights on lateral recruiting, especially to different geographies, and breaking into high finance from a non-traditional background. If you’re looking for help, please feel free to reach out!

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Anya B

My name is Anya and I am currently a senior at Duke University. I will be joining Goldman Sachs as an incoming investment banking analyst in the Financial Institutions Group. Previously, I interned as a sophomore in the Mergers & Acquisitions group at Bank of America, at TowerBrook Capital Partners, and in venture capital at Serena Williams' venture capital fund. I have experience with insight programs and re-recruiting between sophomore and junior summers. I am passionate about helping women and individuals from non-traditional backgrounds, such as non-target schools or first-generation students, break into finance. Please feel free to reach out to discuss anything related to investment banking, venture capital, or breaking into finance. I'm always happy to provide insights or mentorship.

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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!

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Cassie Fell

My name is Cassie Fell and I am currently a Senior Associate Consultant at Bain & Co. I graduated magna cum laude from UC Santa Barbara in 2022 with a degree in Economics & Accounting. Prior to Bain, I interned at Deloitte in Audit & Assurance, which was the typical professional pipeline for UCSB accounting students. While in undergrad, I was a member of 180 Degrees Consulting, a social impact consultancy. I found myself energized by my work with 180, which inspired me to apply for consulting roles for my full-time job. I have thoroughly enjoyed my time at Bain, as I have gotten to experience virtually every industry imaginable in only 2 years. I am passionate about helping people from other non-traditional target schools break into the dynamic and exciting world of consulting (at Bain SF, the number of UCSB alums has grown from 1 to 5 during my 2 years here!). 

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Sara Scherping

My name is Sara Scherping and I am currently a private equity associate at The Carlyle Group in the US Buyout – Healthcare team in New York. Prior to Carlyle, I spent two years as an investment banking analyst at Barclays in the healthcare coverage group in New York. I graduated from the University of Virginia – McIntire School of Commerce in 2021 with a concentration in finance and management. My family has largely pursued careers in medicine / medical research, so I strayed very far from my family’s traditional path by recruiting for investment banking. However, because of my family background, I have always been innately interested in the healthcare space and I love learning about and investing in healthcare businesses. Please reach out to me to discuss anything related to investment banking, private equity, or healthcare. Additionally, I am extremely passionate about increasing the number of young women professionals in finance, and I would be more than happy to provide any insights or mentorship.

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Arman Arya

My name is Arman Arya and I am currently a rising third-year student at USC Marshall, majoring in business administration with an emphasis in finance. I spent my freshman summer interning at Oceanview Capital Partners and will be interning at Tikehau Capital in New York this summer, working in their decarbonization fund. I'm also excited to join Moelis & Company in Los Angeles for my junior year summer. The PFF organization has been a huge help to me, and I'm really looking forward to giving back as a mentor. I went through the recruitment process as an underclassman and know how challenging it can be. I'm more than happy to chat about interview tips, recruitment guidelines, or anything else you might have questions about. Feel free to reach out via email—I'd love to help in any way I can!

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Sophie Fries

My name is Sophie Fries, and I am a current Summer Analyst in the Financial Services Investment Banking Group at Piper Sandler. I am a rising senior at Washington University in St. Louis, where I study Finance and Political Science with a minor in American Culture Studies. Prior to my summer at Piper Sandler, I was a Credit Risk Summer Analyst at Goldman Sachs in Salt Lake City, UT. I am pursuing a career in Investment Banking because I believe it provides a strong foundational knowledge of finance and expands the breadth of my technical skillset. As a woman and a candidate from a non-target school, I understand the challenges that arise with investment banking recruiting and would love the opportunity to help you navigate your path!

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BCG, Consulting, AVALT, Private Equity, Boston Connor Callaway BCG, Consulting, AVALT, Private Equity, Boston Connor Callaway

Dylan Cook

My name is Dylan Cook and I am currently a private equity associate at AVALT, a private equity firm based in Boston, MA. I started my career as an associate at BCG in our principal investors and private equity (PIPE) practice. I attended Vanderbilt University and graduated summa cum laude in 2022 with a B.S. in both Public Policy and Human & Organizational Development (HOD). I pursued a career in Consulting out of undergrad to keep my career options open and determine what field would be a strong long-term fit (which ultimately led me into Private Equity). More than happy to discuss all things recruiting and day-to-day for Private Equity and Consulting.

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Private Equity, Carlyle Connor Callaway Private Equity, Carlyle Connor Callaway

Maxwell Wang

My name is Maxwell Wang and I am currently a private equity associate at The Carlyle Group within the global infrastructure private equity team. I began my career at Citigroup as a project finance analyst, where I focused on structuring debt instruments for infrastructure projects. I graduated from Cornell University in 2021 with a B.Sc. in Industrial and Labor Relations. I pursued a career in finance after learning about the industry from peers in various student organizations on campus, and am excited to help others pursue their own career path.

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Will Fergesen

My name is Will Fergesen and I’m an Investment Banking Analyst in Piper Sandler’s consumer coverage group in Minneapolis, MN. I graduated from Loyola University Chicago with a BBA in Finance a year early in May 2023 and completed my Summer Analyst program that summer following. More than happy to answer any and all questions regarding IB and the recruiting process. I hope I can provide specific insight on navigating non-traditional graduation timelines and recruiting at a non-target school.

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Investment Banking, RBC Connor Callaway Investment Banking, RBC Connor Callaway

Samyog Adhikari

My name is Samyog Adhikari, and I am originally from Nepal. I am currently pursuing a major in Business Economics with a concentration in Finance. Over the course of my academic journey, I’ve gained experience in Investment Banking, including a summer internship at RBC Capital Markets in New York City, where I worked on the Consumer and Retail Coverage team. I’ll be returning to RBC after graduation to continue my career in investment banking. Prior to this, I completed an internship at WestEnd Advisors, a boutique investment management firm in Charlotte, N.C. I chose to pursue a career in finance, specifically investment banking, because of my interest in working on high-impact transactions and the dynamic nature of the industry. I enjoy the fast-paced environment and collaborative problem-solving that the role demands. As someone who has navigated the finance recruiting process as an international student, I understand the unique challenges it presents, from visa hurdles to networking. I'm happy to share insights on navigating these obstacles, interview preparation, and making the most out of the recruiting cycle!

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