Learn. Produce. Repeat.

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Curated from past internship and full-time experiences, we provide the Global Investment Research and Asset Management division with proprietary underwriting frameworks proven by differentiated returns over multiple portfolio vintages.


The Wealth Management and Executive Office division shift the perspective of a financial analyst to focus on the "People" aspect of the industry.


Operational Metrics

Global Investment Research

225+

Recommendations

Asset Management

~15%

Running IRR

Executive Office

50+

Events Executed

Wealth Management

#1

Engaged Content

Global Investment Research

September 29, 2024

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September 24, 2024

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March 25, 2024

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March 4, 2024

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Asset Management

March 2, 2024

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October 7, 2023

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Agilent

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SEI Investments

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Wealth Management

October 20, 2024

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September 30, 2024

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April 6, 2024

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March 20, 2024

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