Account Management Analyst
Hamilton Lane Advisors, LLC
1 Belmont Avenue
Bala Cynwyd, PA 19004
Why I Do What I Do: I love the intricacies of the world of finance and private equity affords me the opportunity to experience all aspects of the financial world as well as grow my skills in a field that not too many people are familiar with.
Birth Place: Roseto, PA
Current Residence: Conshohocken, PA
High School: Bangor Area High School, Bangor, PA - Class of 2000
Top 10 in graduating class
Recognized for 4 years, first honors
Four-year varsity letter winner, tennis, captain, senior year
Higher Education: DeSales University, 2004, Magna Cum Laude
Dean's List - all 8 semesters
Recipient, Business Faculty Award for Excellence in Finance
Member, Delta Delta Chapter of Delta Epsilon Sigma National Honor Society
Member, Accounting & Finance Club
Volunteer, Social Outreach
DeSales University Varsity Tennis (captain; 4 year member)
Jobs Held in College:
Intern, Morgan Stanley/Dean Witter
Research Assistant, Financial Sources, Inc.
Government Service Summer Intern, Pennsylvania Department of Transportation
Student Consultant, Trexler Technology Center
Hobbies: Food & wine, travel, sports (golf, tennis, racquetball), music, computers, investments (an admitted novice).
Favorite Music: Ranges from folk to alternative to punk to classical & movie soundtracks
Sports Personalities: Barry Sanders, David Wright, Jose Reyes, any New York Met.
Courses I loved: Investments and Portfolio Management, Literature of South Africa & the Eastern World, Logic, but mostly Modern Cuban Culture and Caribbean Culture.
Biggest Achievement: Graduating magna cum laude and earning the Business Faculty Award, along with holding school records in tennis for career wins in high school and at DeSales.
Biggest Disappointment: Passing on my first job offer out of college, a customer relations/sales position that I thought I was too good for. I look back and think I would have been very successful in that position and I often wonder 'what if?'
Career Goals: Personal financial management has always been a goal of mine since working at Financial Sources during college. Moving up the corporate ladder to an executive position within a private equity firm or perhaps starting my own shop with a unique investment focus.
Influential People: My father and my brother Phil (a 2002 DeSales grad); my tennis coaches in high school and college (Joe Villiano and Al Senavitis); and DeSales faculty, John Donaldson, Dr. Hojjat, and Dr. Shaffer.
Favorite Quote: "The world is wide, and I will not waste my life in friction when it could be turned into momentum" - Frances Willard.
Biggest Challenge: Matching my career ambitions with my personal goals.
Toughest Obstacle I Overcame: At Hamilton Lane, I transitioned from a back office position to more of a client relationship position. I was thrust into a position where it was really 'sink or swim' and I definitely sunk. It took some time and a lot of mistakes to regain the trust of my superiors and co-workers; those then-roadblocks proved to be the strongest building blocks in my career today.
Best Advice Received: Advice comes from strange places sometimes. During my transition at HL, I was struck by an article about David Wright, a 22-year-old rookie for the Mets at the time, and how he made mistakes and kept trying. I photocopied the article at least 10 times and highlighted all the positive statements he made. I felt like if he could do it on the big stage in New York, I could certainly do it in my job.
Also upon graduation, Mr. Donaldson told me to throw caution to the wind and just gain as much knowledge as possible while I was young. That motivation pushed me out of my comfort zone and allowed me to look for careers in less traditional areas.
What I Liked Best about DeSales: Believe it or not, the McShea cafeteria. The Heights, afternoons and random nights with the 'Dork Crew', the beach volleyball court out back of the Heights and the games we'd create, lots of freedom.
What I Miss Most About DeSales: The weekend lasting from Wednesday to Sunday, the Peppercorn, tennis matches, having your friends within walking distance.
What I Miss Least About DeSales: Stringent policies that hinder personal development and make students feel like children, parking tickets, campus police, and people who thought they were bigger than what they were.
Advice for Present DeSales Students: Hit the books hard, learn what you need to learn. But most of all, remember that what you will take from college is largely not found in books and on tests. It's found in the caf, in the gym, at the Heights on weeknights, and in all the other random places where your social development happens. You grow more in these 3 or 4 years than you will in any other time of your life. Relish each day for the fun and potential new situations they can provide and don't be afraid to challenge yourself and others to become well-rounded and diverse people.