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.

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.

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.

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

As CEO of Cool Wealth Management I aim to help people do more of what they want with their life by using money as a tool. I believe in putting ethics first and making the client experience excellent from first meeting to an on-going long term relationship.

I am a Senior IT Business Analyst, Product Owner, and Project Lead with 10+ years of experience delivering complex digital systems in banking, fintech, SaaS, and large-scale enterprise environments. I specialize in how technology, data, and business decisions intersect—particularly in areas where complexity, regulation, and high risk meet innovation. Over my career, I have led and delivered mission-critical transformation projects, including large-scale data and functionality migrations, microservices transformations, and AI-driven initiatives within global financial institutions and international tech companies. My background uniquely combines: Classical banking and financial analysis (corporate and retail banking), Modern IT delivery (Agile, APIs, microservices, cloud, data platforms), Strategic business analysis at executive and cross-organizational level. I am the author of a professional book on building and scaling IT Business Analysis departments, a regular conference speaker, and a published author on topics such as: AI and digital transformation Ethics, data privacy, and responsible technology Requirements engineering and software quality The real business impact of analytics and automation I also serve as an expert judge for international IT and innovation competitions, reviewing technology projects, startups, and digital transformation initiatives. Journalists reach out to me for clear, practical, and evidence-based commentary on: AI adoption in business and banking Digital transformation failures and success factors Data ethics, privacy, and regulation Why large IT projects succeed—or collapse The evolving role of analysts, product owners, and tech leadership I am known for translating complex technical or regulatory topics into clear, quotable insights that resonate with both expert and non-technical audiences. Available for interviews, expert commentary, background briefings, and opinion pieces.

Results oriented leader with a 25+ year track record of success as an investment banker - adept at building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations.Credentials, associations and activities - FINRA Investment Banking Representative; ACG Los Angeles member (Sponsorship Committee); the University of Michigan Alumni Association; Jonathan Club. I'm involved in several great charitable organizations including West Coast Care ("WCC"), a homeless charity where I sit on the board. WCC is a highly impactful organization and I would welcome an opportunity to share its mission with you.