Investment Banking Experts 2025

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

I am currently a Vice President at Dinan & Company. I have a background in financial and advertising sales, and I was a licensed life insurance agent in Arizona. I'm a passionate and goal-driven individual. Strong verbal and listening skills. Very comfortable working in a group and interacting with new people.

My name is June Jia, and I am a Quantitative Researcher at an investment bank with over 4 years of experience in the field of quantitative investing. I have authored several investment and trading strategies. My favorite strategy got an average annualized return of almost 10%, a Sharpe ratio of 1.9, and a maximum drawdown of only 6%. I'm also the owner of Canny Trading. At CannyTrading.com, you will find valuable investment knowledge and techniques. I will not only provide the latest market insights but also cover diverse knowledge such as risk management, portfolio optimization, and financial planning. As a seasoned quantitative researcher, I take great care in ensuring that the content on this website is as accurate and error-free as possible.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

IPO Ideas is your trusted platform for upcoming IPOs in India, helping investors discover best IPO ideas, analyze live IPO subscription status, and track IPO allotment status in one place. Stay updated with grey market premium (GMP) trends and post-listing performance to make smarter investment decisions. Whether you want to apply for IPO online using ASBA or UPI, compare IPO GMP today, check allotment results, or explore the best IPO stocks to apply, we simplify every step of the IPO journey for retail and HNI investors. Invest confidently with transparent insights, expert IPO analysis, and real-time market demand updates.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street, which are dedicated to helping students, entry-level professionals, and career changers break into investment banking and private equity, advance on the job, and master valuation and financial modeling. Starting out with no funding and no team, he built a business with over 20,000 customers in less than 4 years by using a combination of free content and paid, video-based interactive courses. The business now has over 30,000 customers, and the courses are used by leading institutions such as Columbia Business School and The University of Chicago Booth School of Business. In his free time, Brian enjoys working out, getting as many stamps as humanly possible in his passport, and obsessing over serialized TV shows. Sometimes, he even produces his own shows (see below). You can see his full bio and read several interviews with him here: http://www.mergersandinquisitions.com/about/#about-brian

Jake Geiger has expertise in financial modeling, investment evaluation, and strategy. With a background working in family offices, private equity, and his own company, he has a proven track record of leading teams to assess international business opportunities and drive growth. Jake specializes in business valuation, financial analysis, and strategic development. He is available to provide expert insights on family offices, strategy/management, and alternative investments.

Jason Chan is a growth-driven marketing leader with a proven track record of scaling high-growth startups and established brands. His professional journey is marked by a deep expertise in performance marketing, life cycle management, and brand strategy, particularly within the health tech and e-commerce sectors.

Global Delivery Specialist in a wide variety of business industry. Particularly interested in helping customers achieve maximum value from IT outsourcing and creating various Center of Excellence closely associated with Domain. Specialties: Branded ODC creation, Global delivery team setup, Domain team setup, Alliances and partnership for value creation

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

We act in a fiduciary capacity for corporate, government and institutional group retirement plans. We create and implement employee benefit and retention strategies. We also oversee individual wealth management and advisory services for successful individuals and business owners.

Sir Patrick Bijou is a veteran investment banker, fund manager, and recognised authority on Private Placement Programmes with more than three decades of experience across global capital markets. Born in Georgetown, Guyana, and raised in the United Kingdom, he built his career through disciplined study, international exposure, and hands-on leadership inside some of the world’s most respected financial institutions. He began his career at Wells Fargo on Wall Street, later advancing into trading and fund management roles. Over time, he held senior positions at Deutsche Bank, Merrill Lynch, Credit Agricole CIB, Calyon, Lloyds Bank, and BlackRock, where he served as a Director. His expertise spans debt capital markets, structured finance, derivatives, private placement, off-balance-sheet solutions, and multi-asset strategies across equity, commodities, FX, credit, and inflation-linked structures. Sir Patrick played a key role in building and directing MTN and Private Placement desks, increasing transaction flow and improving funding structures for institutions and governments. He founded The Tiger Fund and later established Blackhorse International, Westpac Trading FZE, and Blackhorse Tec Acquisition Ltd, leading operations across the UK, USA, UAE, and Singapore. His work focuses on turning complex funding challenges into clear, workable systems. He is also a best-selling author on Private Placement Programmes and structured finance, sharing practical insights drawn from real-world experience. Known for clear thinking and structured execution, he is frequently sought for commentary on alternative funding routes, global capital flows, and the future of financial systems. Knighted for his services to banking and charity, Sir Patrick remains active in humanitarian initiatives spanning Africa, India, and the UK, including infrastructure, housing, and medical support projects. His career reflects a consistent theme: finance, when structured properly, can support stability, growth, and long-term impact.