Founder | Investment Principal
Mr. Romero has over a decade of professional experience in corporate finance, investing, and entrepreneurship. Mr. Romero has a passion for teaching finance and training talent. He has helped hundreds of students and professionals start their careers on Wall Street. He specializes in financial modeling, equity valuation, and strategic consideration analysis to support investment decisions. He was an Investment Banker in the M&A group at Credit Suisse with over $2 billion of deal experience. He later worked as an equity analyst and junior trader for Seven Points Capital. He served as a senior instructor at the New York School of Finance and conducted financial modeling training programs for corporate and individual clients across the U.S., Canada, and Germany.
He mentors and trains professionals and college students through Romero Mentoring, an EdTech platform offering investment banking training, and internship programs to over six hundred students and growing.
Mr. Romero holds a B.B.A. in Finance and Investments with a minor in Philosophy from Baruch College, Zicklin School of Business.
Mr. Montesinos began his career working in Mergers & Acquisitions at Credit Suisse in New York City in 2006. After completing his analyst program at Credit Suisse, Carlos became an associate at Merrill Lynch, where he was responsible for multi-asset class investments in Latin America. Through Merrill Lynch, Carlos relocated from NYC to Rio de Janeiro, to execute an operational turn-around plan and assume the controller role at one of Merrill’s portfolio companies. After successfully executing that project and helping Merrill sell its stake in the company, Carlos joined TPG Capital, as part of the private equity platform in Latin America. At TPG, Carlos played a key role in opening TPG’s office in Sao Paulo, as well as developing the fund’s private equity platform in the region.
Carlos is fluent in English, Portuguese and Spanish and holds a B.B.A. from the Haas School of Business at the University of California, Berkeley.