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Mr. UHNW Family Office

About Me:

I am from southeast Georgia. My father was a minister. I wanted to play football at an Ivy league, but UGA offered me full tuition and it was difficult to pass on that with my father making a pastor’s salary.

I went to UGA and made a 4.0 and decided to do investment banking for the top 5 BB (M&A) and head-hunted after 1 year to top 20 net worth in the US family office.


Undergrad School: University of Georgia

Undergrad Major: Finance & Accounting

GPA: 4.0

GMAT: 730

Age: 26,  Ethnicity: White

Extracurriculars: I was the president of the most selective business organization at the University of Georgia. Responsible for training sophomores and juniors to get jobs in investment banking, consulting, venture capital/PE, and tech., I work with an organization that mentors prisoners in order to help them reacclimate and succeed outside of prison. Specifically, I spend the majority of my time mentoring and meeting with a group of six teenagers who have fathers in prison, as there is a significant likelihood that a youth who has a parent in prison will be incarcerated themselves. Research shows the presence of positive male role models is the the most helpful variable with regards to breaking this cycle., Deacon at my non-denominational church. Deacons are responsible for "serving" the congregation in whatever means necessary. Not meant to be simply a position of honor. The literal translation of "deacon" is "table-waiter." An elected position, but meant to be one focused on service.

Work History:

Title: M&A Investment Banking Analyst (BB)

Industry: Banking & Finance

Company: Top Firm

Length of Employment: 1 yr

Title: Investment Analyst

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 4 yrs

Big Life Wins:

– High-school valedictorian, captain of state champ football & basketball teams (voted best all-around), selected as one of 30 students to UGA’s “Institute for Leadership,” and voted “leader among leader’ by peers.
– Co-manage multi-billion-dollar portfolio with an excellent record. Onboard of $500mm private business owned by Google, Qualcomm, Gates Foundation.

Post MBA Goal:

The majority of co-workers (I work on 4 person team) are in their mid-40s. In coming years they’ll be retiring, and I will hopefully be becoming CEO/PM. Ultimately, the family and I see the investment team and family’s foundation having overlap (re: Gates Foundation/Cascade). I want to develop the leadership skills and relationships necessary to build.


Target School: Harvard

Status: Open


The Experts Rate The Odds At: 15%

  • mbaMission | Odds Assessment: 15%

    Hi, it’s Nisha from mbaMission. While your academics are solid and your career trajectory is impressive, I’m especially moved by your commitment to making an impact at the prison and church and by how much each cause resonates with you. Harvard, and the other schools you target, will certainly want to hear more about how you got into each involvement, the impact you’ve made, and the lessons you have learned along the way.

    Regarding your career goal of ascending within your current firm (taking it in the new direction you mention), HBS would certainly give you the leadership skills you need to take the reins. Given how competitive the program is (and how unpredictable admissions can be), though, I would expand the …

    1 week ago Read the full review

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