Advising

Boehly Center Student Advising Header

Reach out to Peer Industry Advisors and the Boehly Center Advisors via email. Click on their pictures to find their contact information.

Peer Industry Advisors for Financial Services

Clara Bodnar

Uma Datar

Joe Spicer

Incoming Morgan Stanley Global Capital Markets Summer Analyst

Focus: Investment Banking/Wealth Management

Focus: Investment Banking/Wealth Management

Leadership/Professional Experience: Co-President of the Finance Academy, MIC analyst, and Peer Mentor

Kane Goodman

Leadership/Professional Experience: Finance Academy Vice President, Internship experience in commodities, Research Assistant in SNaPP Lab, Orientation Aide, Club Swim Treasurer

Tristan Jander

Ethan Schlapp

Jimmy Kurtz

Focus: Commercial Banking, Credit Analysis, Private Credit, Middle Market Banking

Focus: Commercial Banking, Credit Analysis, Private Credit, Middle Market Banking

Professional Experience: Credit Analysis Intern at Citizens & Farmers Bank, Leveraged Finance Intern at MidCap Financial

Leadership Experience: Former President Alpha Kappa Psi @ W&M, Orientation Area Director, Kappa Alpha Philanthropy Chair, Tour Guide

Chase Cherewatti

Focus: Alternative Investments & Economics

Leadership/Professional Experience: 2024 US Credit Group Summer Analyst at Oak Hill Advisors, Private Equity Energy Extern at L.S. Power, London School of Economics Summer 2023 Program, Mason Investment Club & Finance Academy, Student Conduct Council Parliamentarian, Club Golf Secretary, Griffin School Partnership Volunteer Tutor

Teresa Huang

Focus: Private Wealth Management Recruiting

Leadership/Professional Experience: Financial Analyst at Real Estate Firm, Summer Analyst at JP Morgan Private Bank

Mahika Gupta

Incoming Fidelity Investments Intern

Focus: Alternative Investments/Wealth Management

Focus: Alternative Investments/Wealth Management

Leadership/Professional Experience: Mason Investment Club, Peer Mentorship Program, Logistics Chair for TEDx William & Mary, Mahika Packaging Company India Limited, and WIB

Business & Other Advising

Virtual and In-Person Advising – This option is for scheduling an appointment for a specific advisor/topic or a longer conversation than Quick Advising. Choose between in-person, phone, or Zoom modes through TribeCareers or by calling 757-221-3231.

In-Person Quick Advising – Drop by Monday – Thursday between 2 – 4 p.m., when classes are in session, in the Cohen Career Center Atrium for 15–20-minute sessions. This is the best option if you have a quick question or need immediate advice with no appointment necessary. These are first-come, first-served.

Career Prep and Finance Coursework Resources

Advising Resources

Academic 

Guidance on Experiential and Specialty course offerings

Academic Related – Course Planning

Career & Professional Development Support

General Questions about the Boehly Center

Book time with Grainger, Susan: Advising Appointment – In-Person (MILLER HALL SUITE 2002)

 

Book time with Grainger, Susan: Advising Appointment (REMOTE ONLY)- via TEAMS

 

Career & Professional Development Support

General information about the financial services recruiting process

Help with getting started with recruiting and/or advancing within recruiting processes

Career exploration specific to careers in financial services

Career and Internship search guidance specific to careers in financial services

Interview preparation for careers in financial services

Networking preparation and/or soft skills development guidance

Requests for employer and alumni contacts/ recommendations

Guidance on communicating with employers/ recruiters before and/or after interviews and position offers

Boehly Center 

 

Would like to learn more about the Boehly Center’s resources

 

Information about the Recognition Program

 

Information about Boehly Center events & programs

 

Guidance on how to get involved with the Boehly Center

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