Ben Peacock (Sr. Mentor)

Hi there! My name is Ben Peacock, and I’m an investment banking vice president in the Global Industrials Group at Jefferies. I joined the firm in 2017, and prior to that, I spent five years in sell-side equity research covering industrial stocks across several platforms. I studied finance at Miami University (in Ohio) where I also played on the men’s golf team. Over the years, I’ve been extremely fortunate to lean on the advice, experience and guidance of others who have been willing to share their insight. As such, I’d be thrilled to connect and share any perspectives that may be helpful. Whether you have specific questions or would simply like to make an informal connection, please reach out to proformafutures@gmail.com and the team will coordinate a call.

Read More

Carlin Lynch

My name is Carlin Lynch, and I am a 2018 graduate from the University of Richmond. At UR, I studied business administration with a concentration in finance and an English minor. I’ve worked at B. Riley Securities for ~3 years, first in equity research, and now as an investment banking analyst in the sustainability practice. My road to financial services has not been a straight one, and I am happy to help those with non-traditional resumes craft a narrative and a plan. Originally convinced I wanted to be in industry, which led me to an internship at J&J, I realized senior year, after my classmates already had locked up job offers, that I wanted to be in finance. By crafting the right narrative and having the right support system, I was able to land a job. If you realized “late” that you wanted to be in finance, feel free to reach out!

Read More
Research, Hedge Fund, Evercore, Citadel Connor Callaway Research, Hedge Fund, Evercore, Citadel Connor Callaway

Daniel Markowitz

My name is Daniel Markowitz and I am an associate at Citadel. Previously, I was an equity research associate at Evercore ISI, based in NYC, where I covered the Health Care sector, with specific focus on Life Science Tools, Diagnostics & Medtech. Prior to this, I worked as an analyst at a start-up Healthcare hedge fund and as a Summer Analyst (internship) at Bank of America Merrill Lynch in Equity Capital Markets (ECM). I chose to study Finance at the University of Richmond given the competitive nature of the industry, along with the opportunity to make a significant impact. I am happy to help out however I can, whether you want to chat on IB vs Equity Research vs S&T, the Healthcare sector, or interview / internship prep.

Read More
Barings, Credit Research, Research Josh Unger Barings, Credit Research, Research Josh Unger

Spencer Rugen

My name is Ryan Shumway, I am currently an investment associate at Crescent Capital Group, a private credit investment firm based in Los Angeles. Prior to Crescent, I was an investment banking analyst at Jefferies in the Global Industrials Group in New York City, and I graduated from the University of Arizona in 2018 with a degree in Finance. I was born, raised, and went to college in Tucson, Arizona, where almost nobody I knew was in this industry or even knew much about it. My networking story in college was one of many cold calls, cold emails, and generally “pounding the pavement” to better understand the industry as well as get connected with people who could help me reach my goal of working in it. As such, I've always been excited to help students from my alma mater and elsewhere to understand the industry and get their foot in the door. I'm happy to help at any stage in your finance journey, from "what even is finance?" to deep dives in technical and qualitative interview skills. Feel free to reach out with a quick introduction, and let's chat!

Read More

Jessica Wilson

Hi! My name is Jessica Wilson and I currently work in Richmond, Virginia at the London Company doing equity research. I am a generalist who focuses on US-listed stocks across a spectrum of market caps and industries. I graduated from the University of Richmond in 2019 where I received a BSBA in Economics, with a concentration in finance, and a BA in Italian Studies. During the summer of my junior year I interned at Bank of America Merrill Lynch in their Sales & Trading division. After pursuing the summer internship I decided a research position would be a better fit for me. I have always had a curious and analytical mind and conducting in depth research is intriguing to me. To complement my work in equity research I am also pursuing a CFA charter. I recently passed Level II and will be taking Level III at the end of the year. It was certainly not easy getting to where I am today and I believe that is largely due to there being a lack of resources for people who didn’t grow up in a finance household. Don’t let this dissuade you from following your passions. I hope I can be a mentor to anyone, who like me, knows their strengths but just needs help finding their way.

Read More

David Chong - Director & Treasurer

Hi, my name is David Chong. I’m currently an investment associate at Point Field Partners. Before this, I spent 1.5 years with Truist as an investment bankings associate, 1.5 years with T. Rowe Price as an equity research associate, and 1.5 years with SunTrust Robinson Humphrey as an investment banking analyst. I graduated from the University of Richmond with a BSBA in Economics with a concentration in Finance. Growing up in an Asian household, I was encouraged to pursue a career in medicine or law. However, the more I learned about finance, the more I realized a career in the industry would be both intellectually stimulating and personally rewarding. Many investment banking analysts move to the buy-side and stay there. I’m the anomaly in the PFF team in that I made the switch initially to buy-side equity research, went back to banking, and then finally landed upon my current family office / private equity role. I can be a resource to you by speaking about equity research, investment banking and / or family offices / private equity, and more generally, how to position and market yourself for a change in roles. I have also been through multiple arduous recruiting processes, from networking to preparing for interviews. I look forward to chatting!

Read More