Hello, my name is Carter, and I bet you are wondering what makes me qualified to have my own website on a topic that people will spend their whole lives studying. Well, for starters I have watched some very informative YouTube videos.  Also, I am currently working at a regional boutique investment bank in their M&A division, have an upper middle market TMT investment banking internship for next summer, and worked in wealth management as a summer analyst for a 1.5 trillion-dollar firm. I have gone through 10+ super days, interviews that lasted 5+ rounds, sent 1000+ cold emails and with around 100 coffee chats, and landed offers from boutiques to upper middle market firms, in cities like Chicago and Charlotte, while coming from a non-target school.  One of my proudest and most fun experiences, however, was working as a senior analyst in our college's student managed investment fund. I am well on my way to a finance degree, and I have been nothing short of obsessed with the market for a little over 5 years now. I say this not to brag, as anyone can do it (You do not have to be a genius it just takes a lot of work) but to help someone in my shoes understand exactly what you need to know from anything from personal finances to landing bulge bracket investment banking offers.

I say this because I recently went through the process of cold emails, multiple rounds of interviews, and endless networking and understand exactly what it takes to land the offer. Transferring from a school no one has heard of to a school that might be a semi-target, I didn't understand the amount of work involved in getting one of these internships or full-time roles. I am lucky enough to serve as the interview chair and coach for AKPsi (Professional business fraternity) and help brothers prepare for interviews in roles such as investment banking, portfolio valuation, and capital markets. I started this website because as a teenager and finance student in college, I wanted to learn about the stock market and how it works, how to invest, how to research companies, and how to build an overall understanding of the economic side of the world. This all seemed like a daunting task but after being obsessed with it for years I decided to make this website to share all the beginner and intermediate knowledge I have accumulated. This is a one stop shop website with everything you need to know about the basics in the stock market, investing, and retirement that I wish I had as a college kid going through recruitment.

I have put some of my socials down below in case anyone is interested (completely unrelated but if you know someone who works in banking check out my LinkedIn). I have my business email down there as well (partnerships are greatly appreciated if interested) and if you have any questions feel free to email me, I would love to help.