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Incoming Summer Analyst at Morgan Stanley

📍 United States🔄 Updated October 2026💼 2 investments📅 2 years investing🗓 Last invested Mar 2024
VC🌍 United States
2
Total investments
0
Early stage
0
Mid stage
0
Late stage
2y
Years active

Portfolio

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Private Investor
Mar 2024
Providing investors with diversified exposure across the global digital asset ecosystem Owner and operator of Bitbuy, Coinsquare, Smartpay, Coinberry, Coinsmart. TSX: WNDR
Experience · 8 entries
All (8)
Investments (2)
2026
Private Equity Summer Analyst
May 2026
Strive Equity Partners (“Strive”) is a Toronto-based private equity firm focused on investing in high-quality North American businesses with strong foundations, clear differentiation, and growth potential. Founded in 2023, Strive was built on four core principles: transparency, integrity, discipline, and excellence. We invest in industrials, healthcare, tech-enabled services and enterprise software businesses with US$2.5-10M EBITDA. We set ourselves apart through our deep experience, relentless work ethic, and commitment to being open, honest partners at every stage of the journey. When we partner with founders and management, we strive to achieve outcomes outside of existing boundaries.
Incoming 2026 Investment Banking Summer Analyst
May 2026
PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different. Our highly experienced, collaborative teams provide independent advice coupled with old-world, high-touch client service. This ethos has allowed us to attract some of the very best talent in the markets in which we operate. We deliver leading advice to many of the world’s most consequential companies, affect some of the most transformative transactions and restructurings and raise billions of dollars of capital around the globe to support startups and more established companies. If you would like to learn more about PJT and are interested in reimagining the craft and culture of strategic advice, visit pjtpartners.com.
2025
Goldman Sachs Insight Series
May 2025
We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence. Operating at the center of capital markets, we act as one firm, mobilizing our people, capital, and ideas to deliver superior results across our clients’ most complex challenges. For 157 years, Goldman Sachs has delivered world-class execution on a global scale across our leading Global Banking & Markets and Asset & Wealth Management businesses. Apprenticeship is central to our culture, with hands-on coaching and access to leaders who bring decades of experience and expertise. With office locations around the world, we offer a broad range of career opportunities to those who insist on excellence and thrive on performance. Find our Social Media Disclosures here: gs.com/social-media-disclosures
2024
Incoming Equity Intern
Dec 2024
DWP Capital is an early stage growth equity firm that invests in vertical SaaS and tech-enabled services. Our investments are typically Seed to Series A with initial check sizes of $1-$3M. We lead rounds as well as follow on. We invest in vertical SaaS and service companies that solve real problems for businesses. We believe in a capital efficient, niche focus approach which allows the companies we invest in to become market dominant in their respective industries. We do not invest in moonshot, boil the ocean strategies. In our experience this leads to a winner take all approach and we believe that the founders and shareholders should have the ability to run the business profitably, receive liquidity, and not end up with a zero.
Private Investor
Mar 2024
PCG Advisory Group is dedicated to the discovery and creation of shareholder value for public companies. PCG has specific experience with life science, high technology and international companies. PCG provides its clients with capital market advisory, strategic communication and multimedia marketing services. We adapt these services to each client’s particular needs to successfully reach and influence key capital market participants in order to maximize shareholder value. PCG’s capital market advisory services include overall investor strategy development to increase and leverage investor awareness, visibility & credibility. PCG Digital, a division of PCG Advisory, leverages PCG Advisory’s well-established history and expertise to provide strategic and targeted digital investor marketing campaigns for micro and small-cap companies. Our digital marketing platform utilizes high-quality, multi-media content creation and the latest AI technologies to help our clients locate and cultivate relevant investors. PCG Digital’s platforms and services are distinctly different but highly complementary – designed to work independently or collectively. pcgadvisory.com/disclaimer/
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