Investment Banking Experts 2025

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.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

Director of Investment Research and Portfolio Manager at a Registered Investment Advisor with specific expertise in asset allocation, fixed income, equities, third-party manager due diligence, risk management, and financial planning. Well versed in ESG and mission-driven investing and analysis. Successful record of maximizing portfolio returns and profits through well developed financial research and quantitative analysis, project management, and client development. Experienced volunteer at nonprofit organizations. CFP certification and Wharton MBA.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

***Views expressed are my own and do not necessarily reflect those of EY or any of its member firms.*** M&A, integration, divestitures, and corporate transformation business leader who helps global strategic and investment businesses turn deals into value. I'm a Senior Director at EY-Parthenon in New York, where I advise. global companies, private equity firms, and strategic acquirers on M&A, divestitures, large scale corporate transformation, JV, and corporate strategies, commercial and operational due diligence, sign to close transaction management, synergies assessment and value creation, and post-merger integrations. Over the past decade-plus I've worked on transactions ranging from acquisitions and carve-outs to transformations and partnerships - across consumer and retail / CPR, technology, industrials, and financial services companies. Before EY-Parthenon, I spent several years in investment research at S&P Global and Netscribes, analyzing global companies. I'm a CFA charterholder and hold an MBA from NYU Stern, where I collaborated with Nobel Laureate Robert Engle on ESG research published on Nasdaq. I'm happy to comment on deal trends, why integrations succeed or fail, revenue and cost synergies, regulatory shifts like HSR, and how boards evaluate strategic transactions. I respond quickly and speak plainly — no jargon.

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Kris Alban, AIF®, is a Financial Planner at BSG Advisers, a fiduciary-based financial planning firm headquartered in Apex, North Carolina. With a background in financial technology and a passion for simplifying complex financial topics, Kris brings a unique blend of innovation and personalized service to his clients. He specializes in long-term wealth planning, retirement strategies, and financial wellness education, helping individuals and families navigate their financial journeys with clarity and confidence. Kris is also a contributor to industry publication. where he shares insights on financial wellness and retirement planning. Prior to joining BSG Advisers, Kris co-founded iGrad, a San Diego-based financial technology company that provides AI-powered financial wellness solutions to employers, financial institutions, and educational institutions. As Executive Vice President, he played a pivotal role in developing the Enrich Financial Wellness platform, which serves over 20,000 employers and more than 300 financial institutions.

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

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.

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.

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.

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.

In 2018, I started investing in real estate with $40K and a lot of conviction. By 25, I owned over 20 rental properties. By 30, I’d navigated fix-and-flips, multi-family properties, short-term rentals, student housing, assignment sales, and BRRRR — through both strong markets and challenging ones. In 2022, I left corporate finance to go all-in on mortgage strategy and real estate investing full-time. Today, I’m a licensed Mortgage Agent with Vine Group, where I’ve built my practice around one core belief: your mortgage should be building your wealth — not just getting you into a home. I’m Smith Manoeuvre Certified and work with clients across Canada on advanced strategies like the Smith Manoeuvre, cash damming, and debt restructuring — helping high-income earners convert non-deductible mortgage interest into tax-deductible investment debt. I also founded RISE Network in 2019, which has grown into one of Ontario’s largest free real estate communities with over 7,300 members — no sales pitches, no gatekeeping, just people helping each other build. Along the way, I’ve been featured in Toronto Life, Yahoo, and Canvas, and host a real estate podcast with over 300,000 downloads, where I break down strategies, market insights, and real-world investing experiences.

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.

Portfolio manager with significant experience in asset allocation, investment strategy, securities research, manager due diligence, and economic analysis, and the Chartered Financial Analyst (CFA) designation and an MBA from Columbia University. Manage two separate accounts strategies of individual common stocks at SEIA that outperformed their benchmarks, plus manage portfolios of investment grade bonds in customized accounts. Write commentary for firm's website and provide quotes in the media.Oversaw the $28 billion platform of Goldman Sachs Personal Financial Management as Vice President, Investment Oversight to identify risks to clients and the firm, evaluating individual holdings and testing for client suitability. Earlier, managed custom separate accounts of individual investment grade bonds and stocks, performing fundamental research on individual securities.Delivered an annualized performance advantage of more than 10 percentage points managing dozens of modeled strategies totaling $14 billion in assets as Director of Investments at Genworth Financial Asset Management. Created hundreds of custom portfolios with an average portfolio size of $130 million as Director, Investment Management & Guidance at Merrill Lynch in New York in Merrill Lynch's Institutional Consulting Group, a unit overseeing $350 billion in assets. Led asset allocation team of six quantitative analysts.Authored over 1,000 original thought pieces on economics in the media for 10 years at TheStreet and Seeking Alpha.Began career managing portfolios of investment grade bonds and high-quality stocks in 1989 at Oppenheimer & Co. in New York, performing credit analysis and fundamental equity research.Utilize FactSet and Bloomberg to obtain and analyze data on individual securities, markets, and economic variables, as well as BlackRock Aladdin, MSCI Barra, and Morningstar Direct to construct portfolios and evaluate investment managers. Use Monte Carlo simulation, scenario analyses, stress tests, factor models, attribution analysis, and VaR analysis to assess risk.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323. For additional information visit our website https://www.seia.com/legal-disclaimer/

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

Experienced Partner with a demonstrated history of working in the capital markets industry and business consulting. Skilled in Equities, Capital Markets, Corporate Taxation, Business Consulting. Serial Entrepreneur. Interested in Digital Marketing and Value Investing.

Thomas Daykin is a Senior Financial Adviser at ActOn Wealth, specialising in holistic, goals-based financial planning for Australians. He works closely with clients to align their investments, superannuation, tax, risk management and cash flow strategies with their long-term lifestyle objectives. Tom has been personally nominated at national industry awards, and is part of the award-winning team at ActOn Wealth, recognised for excellence in client outcomes and advice standards. He is available to comment on superannuation, retirement strategy, personal investing, wealth creation, market behavior, intergenerational wealth, and broader financial planning issues impacting Australians. Tom delivers clear, practical and media-friendly insights that make complex financial topics accessible and relevant.

Ateis Patrimoine est un cabinet parisien de gestion de patrimoine reconnu pour son excellence et son indépendance. Grâce à des accréditations parmi les plus exigeantes du secteur, nous vous garantissons un accompagnement totalement objectif et personnalisé. Chaque conseiller Ateis Patrimoine est certifié CIF, COSB, COA, détient la carte T et possède toutes les compétences juridiques nécessaires. Cette expertise complète nous permet de figurer parmi les rares cabinets français capables de travailler en véritable architecture ouverte, en sélectionnant pour vous les solutions les plus performantes du marché. Nos conseillers disposent en moyenne de 15 années d’expérience acquises au sein de grands cabinets et établissements bancaires français. Notre démarche est simple : analyser votre situation, comprendre vos ambitions, puis vous présenter des stratégies sur mesure, transparentes et réellement adaptées à vos objectifs. Nous vous guidons ensuite dans la mise en place des meilleures solutions pour optimiser durablement votre patrimoine. Avec Ateis Patrimoine, bénéficiez d’un conseil premium, indépendant et intégralement conçu pour vous.

I help women, young professionals, and growing families achieve financial independence through clear, strategic planning that considers tax, estate, and investment decisions so they can make informed choices and build lasting stability. My role is part guide, part partner. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I combine structured, values-based strategies with compassion and education, helping clients understand not just what to do, but why it matters. Knowledge creates confidence, and confidence leads to better decisions that last. Financial independence isn’t one-size-fits-all. For some, it means building wealth through tax-aware investing. For others, it’s protecting family through thoughtful estate planning, or regaining control after major life changes. My approach brings all the pieces together, ensuring your plan reflects your values, goals, and vision for the future. I frequently collaborate with accountants and attorneys to help clients develop integrated, well-aligned strategies. Clients appreciate my relationship-based approach, open communication, and the safe, judgment-free space to ask questions. Together, we simplify complex decisions and create strategies that lead to lasting progress and clarity. At WiseOak Wealth, financial planning isn’t just about managing assets. It’s about creating freedom, stability, and direction in the life you’re building.