The purpose of the Financial Analyst Program Advisory Committee is threefold. First, the FAP Advisory Committee enhances communication between alumni, current students, faculty, and investment professionals affiliated with the Financial Analyst Program. FAP Advisory Committee members have contact information available to current FAP students, and are accessible to provide students feedback regarding industry trends and practices in the field of investments. The FAP Advisory Committee holds a formal, annual meeting at the University during the academic term. Advisory Committee members also organize an informal meeting in the summer in their respective cities for FAP alumni, and current FAP students interning in the same city.
Second, FAP Advisory Committee members support the applied aspect of the curriculum by preparing and updating interview materials, investment models, and industry cases. Third, FAP Advisory Committee members support the efforts of the finance department to foster involvement and donations by individuals and corporate partners.
The FAP Advisory Committee Members assist the program on an uncompensated basis.
- David Alter
Dave Alter joined Austin Ventures in 2007 and focuses on investment opportunities in the firm’s Texas Middle Market practice. Dave works closely with Austin Ventures’ investments in BenefitMall, CompuPay, Delta Rigging & Tools, ENTACT, Magnablend, LDR Spine, Spinal Restoration, and Sterling Foods.
Prior to joining Austin Ventures, Dave was an investment banker at Greenhill & Co. where he was a founding member of the firm’s Dallas office and advised energy and power clients on M&A transactions and other strategic advisory assignments. Previously, Dave was an analyst in the Global Mergers & Acquisitions Group at UBS Investment Bank.
Dave received an MBA from the Kellogg School of Management at Northwestern University and holds a BBA with high honors from the Business Honors Program at the University of Texas at Austin. Dave currently serves as co-founder and chairman of the board of Hand to Hold, a non-profit organization that provides navigation resources and 1-to-1 matching services to families who have a child in the NICU. He is also the founder and a board member of the Texas Lacrosse Alumni Association.
- Sasha Barenbaum
Sasha Barenbaum is an Associate in New York at TowerBrook Capital Partners, a New York and London- based private equity firm that has approximately $5 billion of capital under management. Previously, Sasha was a member of the Restructuring and Debt Capital Markets Group at Evercore Partners, an investment bank in New York. Sasha earned her BBA in Business Honors and Finance from The University of Texas at Austin in May 2010 where she participated in the Financial Analyst Program and the University Finance Association.
- Steven Bauer
Steven J. Bauer is a Managing Director at Maverick Capital and member of the global healthcare team. Steven is located in San Francisco and was previously focused on the industrial, materials and energy industries prior to joining the healthcare team in 2012. Before joining Maverick in 2007, he was an Investment Banking Associate at Goldman Sachs & Co. covering financial institutions and has prior experience in other various investment banking positions. Steven graduated from The University of Texas with a BBA in Finance and received his MBA with honors from Columbia Business School. He was previously a Board Member at Refugee Services of Texas.
- Katie Bilek
Katie began her career at Goldman Sachs in Equity Sales & Trading as an institutional salesperson covering hedge funds and mutual funds in San Francisco. After four years on the West Coast, Katie moved to Washington, D.C. where she worked for Morgan Stanley in investment management, and later the Romney for President campaign. Following the presidential election, Katie joined Republic Capital Access, a subsidiary of Stephens Investment Holdings, providing capital and advisory services to government contractors. Katie graduated in 2007 with dual degrees in Business Honors and Spanish.
- Morley Campbell
Morley Campbell has portfolio management and research responsibilities for the NFJ Small Cap Value, NFJ Mid Cap Value and NFJ Emerging Markets Value investment strategies. Prior to joining NFJ Investment Group, an advisory affiliate of Allianz Global Investors, in 2007, he was an investment banking analyst for Lazard Frères and Merrill Lynch. Mr. Campbell earned his M.B.A. from Harvard Business School and his B.B.A. degree in Finance from the University of Texas.
- Marshall Cowden
Marshall is an analyst at Kleinheinz Capital Partners, a hedge fund manager in Fort Worth, TX. Previously, he worked at Centerview Partners in New York City as an analyst focused on mergers and acquisitions across a variety of sectors. Marshall received a B.B.A. in Finance and Business Honors, with highest honors, from The University of Texas at Austin in 2009. He has passed all three levels of the CFA examination.
- Jimmy Crain
Jimmy Crain is a Vice President at EnCap Investments, an energy-focused private equity firm with over $13 billion under management. Jimmy’s role at EnCap is to source and evaluate new investment opportunities as well as sit on the board of current portfolio companies. Prior to EnCap, Jimmy worked at Insight Equity, a turnaround and special situations private equity fund with approximately $1 billion under management. Before joining Insight, Jimmy was an associate at EnCap Investments. Jimmy received a BBA in Finance from the Business Honors Program at the University of Texas at Austin. He also received an MBA from the Stanford Graduate School of Business. Jimmy is a CFA charterholder.
- David Cummins
David was previously a venture capitalist with the $300M Draper Fisher Jurvetson (DFJ) Growth Fund. While at DFJ, he was part of a six person investment team that invested in Internet and technology companies in Silicon Valley and China including, AdMob (acquired by Google for $750M), Tesla (NASDAQ: TSLA), and Okbuy ("the Zappos of China"). David left DFJ and raised $400,000 in seed to funding to start Travely, an online travel marketplace for things to do. He holds a BBA in Finance and BA in Chinese from The University of Texas at Austin. David is currently pursuing an MBA from Wharton and an MA in International Studies with a focus on China from The Lauder Institute at the University of Pennsylvania. He is fluent in Mandarin Chinese.
- Tanmay Desai
Tanmay is the Vice President of Asset Management with Valerus Compression Services, based in Houston, Texas. Tanmay oversees the management and growth of the core contract services business worldwide, composed of 750,000+ horsepower, production equipment, and processing and treating equipment. Tanmay has been a Valerus employee since January 2010.
Prior to joining Valerus, Tanmay was a Senior Advisor at TPG Capital. Prior to his employment with TPG, he held positions with HeelHorn Partners, Tata Sons, Ltd, and Bain & Company.
Tanmay holds an MBA from Harvard Business School where he graduated with distinction and a BBA from the University of Texas at Austin.
Tanmay resides in Houston, TX with his wife and daughter.
- Travis Devitt
Travis Devitt currently works as an analyst at Ancient Art LP (dba Teton Capital Partners), an Austin based, value oriented hedge fund focused on equities and credit. Prior to joining Ancient Art, Travis worked as an analyst at Stadium Capital Management, a long/short equity hedge fund based in Bend, Oregon. Travis’s previous work experience also includes internships at Goldman Sachs and Meritage Capital. Travis earned a B.B.A. in Finance and the Business Honors Program from the University of Texas at Austin.
- Chris Dorsey
Chris Dorsey joined TPG Growth in 2011 and focuses on growth equity investing across all sectors. Prior to joining TPG Growth, Chris worked as an Investment Banking Analyst in the Mergers & Acquisitions Group at J.P. Morgan in New York. Chris earned a B.B.A. from The University of Texas at Austin, graduating with degrees in Business Honors and Finance.
- Sarah Groen
Sarah Groen is the Co-founder and Director of SURGE Accelerator. A first for the energy industry, SURGE is a mentor-driven, seed accelerator designed to invest in, prepare, and support innovators as they take their ideas to market. Over 100 mentors from the energy industry work with start-ups to "solve the worlds energy problems using software." Sarah manages relationships with hundreds of energy investors around the country, coordinates the investment process and program, and acts as a mentor to SURGE founders.
Prior to SURGE, Sarah was a private equity investor, an oil & gas financial analyst, and a strategy consultant. She has an MBA from Stanford University where she focused on entrepreneurship and a BBA from The University of Texas. Sarah has been a guest at several speaking events on energy software and is an organizer of the Texas Cleanweb Hackathon and Startup Weekend Houston. Sarah also sails competitively and has traveled to 45 countries and 7 continents.
- Hilary Hoffman
Hilary Hoffman is an Associate at General Atlantic where she focuses on the portfolio management process. She joined General Atlantic's New York office in 2011 where she originally focused on investing in the Business Services sector. Prior to joining GA, Hilary was an investment banking analyst at Greenhill & Co. in the Mergers & Acquisitions and Restructuring advisory groups. Hilary graduated from the University of Texas at Austin with a B.B.A. in Honors Business and Finance.
- Jeff Hurst
Jeff Hurst is the Senior Director of Global E-Commerce at HomeAway, the world’s leading marketplace for vacation rentals. Prior to HomeAway, Jeff was an Engagement Manager at McKinsey specializing in working for consumer branded companies. He has his MBA from Stanford (2007) as well as his BA from the University of Texas (2001, BHP and FAP). Jeff lives in Austin with his wife Lauren and 2 children (Emerson and Grant).
- Evan Karp
Mr. Karp is currently a Principal at H.I.G. Growth Partners, LLC where he focuses on sourcing, evaluating and executing new investment opportunities. He has over 12 years of experience investing in lower-middle market private equity transactions and has worked on investments primarily in the consumer products and services, multi-channel retail and direct marketing industries. Prior to H.I.G. Growth Partners, Mr. Karp was a Principal at Parallel Investment Partners (formerly d/b/a SKM Growth Investors) from 2001 until April 2012. Prior to joining Parallel Investment Partners, he was an Associate at J.H. Whitney & Co. He began his career at Salomon Smith Barney focusing on telecom mergers & acquisitions advisory services. Mr. Karp graduated from the Business Honors Program at the University of Texas at Austin with a B.A. in Finance.
Mr. Karp currently serves on the Board of Pet Services Operating Corporation ("Paws Plus"), a provider of affordable pet vaccination services and pet hospitals across more than 430 retail locations in the U.S. Former Board roles include Moosejaw Mountaineering, Quartermaster, Newhall Laboratories, Environmental Lighting Concepts, Builders TradeSource and Home Organizers.
- Samarth Kejriwal
Samarth Kejriwal works for Goldman Sachs in New York for the Office of the Chairman. Previously, he worked for Goldman’s United Kingdom M&A coverage group in London and for the energy investment banking group in Houston. Samarth graduated from the University of Texas at Austin with a B.B.A in Honors Business and Finance, and a B.A in Economics.
- Zuhair Khan (Co-chair)
Zuhair Khan works for Madison Dearborn Partners, a Chicago-based private equity firm that has managed over $18 billion of equity capital. Previously, Zuhair worked for Evercore Partners, an investment bank in New York City. He currently serves on the UT Austin McCombs School of Business BBA/MPA Alumni Advisory Board and the Friar Society Alumni Committee. Zuhair also serves on the Executive Board of Muslim Urban Professionals, the world's largest Muslim professionals organization. Zuhair graduated from the University of Texas at Austin with a BBA in Business Honors and Finance, and BA in History. At UT, he was awarded the R.C. Doenges Award as the most outstanding Business Honors graduate and the McCombs School of Business Rising Star Award.
- Kurt Leedy
Kurt is a Vice President at Ridgemont Equity Partners. He focuses on the group’s investment activity in telecommunications / media / technology. Kurt is on the board of directors at Unite Private Networks and is actively involved in investments in Lightower, ServiceMaster, Intelsat, and Explorer Software. Prior to joining Ridgemont’s predecessor fund, Banc of America Capital Investors, in 2005, Kurt was a strategy consultant in the Dallas office of Bain & Company. His work there involved cases in the retail, airline and defense industries in both the US and Mexico.
Kurt earned his M.B.A. from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar and graduated with Honors. He graduated with Highest Honors from the University of Texas with a B.B.A. in Finance and a B.A. in Spanish and was elected to Phi Beta Kappa. Kurt is also a Chartered Financial Analyst (CFA) Charterholder and is fluent in Spanish.
- Jaclyn Lomax
Jaclyn Chauvière Lomax is a Case Team Leader in the Dallas office of Bain & Company.
Since joining Bain in July 2005 as an associate consultant, Jaclyn has worked across a range of industries including airlines, retail, consumer products, and technology. Her work has focused in performance improvement, consumer loyalty, salesforce effectiveness, customer strategy and marketing & growth strategy.
In addition to her consulting responsibilities, Jaclyn leads professional development programming for the Bain Texas women’s group and is active on the Bain Cares community team. She also enjoys recruiting and has served as a trainer at Bain’s global training programs.
Jaclyn received an MBA from Kellogg School of Management at Northwestern University. She also earned a BBA from the University of Texas at Austin where she majored in Business Honors and Finance.
- Matt Matza
Matt Matza is a Managing Director at Cypress, where he oversees capital market activities as well as investment acquisitions, dispositions, and asset management. Prior to joining Cypress, Mr. Matza worked in Houston, Texas, for Centennial Ventures, a venture capital firm, where he evaluated investment opportunities in the telecom sector. Mr. Matza also worked in San Francisco, California, for McKinsey & Company, a management consulting firm, where he advised clients across various industries. Mr. Matza received his undergraduate degree in Business Administration from the University of Texas and a Masters in Business Administration from the Stanford Graduate School of Business.
- Chris Petrini
Chris Petrini currently works at Blue Sage Capital, a middle market private equity fund, located in Austin, Texas. Prior to joining Blue Sage, Chris worked as an analyst at Houlihan Lokey. Chris is a 2010 alumni of the FAP Program.
- Zach Petrone (Co-chair)
Zach Petrone is a Managing Director at Highside Capital Management in Dallas, TX where he focuses on long/short equity investing across the technology, business services and healthcare sectors. Prior to joining Highside, Zach worked in New York as an Associate for Providence Equity Partners, a private equity firm focused on investments in the media, telecommunications, entertainment and information services industries. Previously, he was an M&A investment banking analyst at Greenhill & Co. Zach graduated from The University of Texas at Austin with a B.B.A. in Finance ('05).
- Preston Powell
Preston graduated with honors from the University of Texas at Austin in May 2009 with a Bachelor in Business Administration degree in Business Honors and Finance. After graduation, Preston worked in New York at Greenhill and Co., a boutique investment bank focused on mergers and acquisitions and restructurings. Following Greenhill, Preston moved to KKR, a global private equity firm. Preston now works in KKR's Houston office and is focused on energy investments.
- Ryan Ruebsahm
Ryan Ruebsahm is a Senior Director in UTIMCO’s Marketable Alternative Investments group. Since joining in 2005, he has led the sourcing and due diligence of more than 25 hedge fund investments as the portfolio has grown from $3.5 billion to $7.5 billion (30% of endowment assets). Mr. Ruebsahm works closely with the Deputy CIO to oversee the development of six additional team members and the monitoring of 40 hedge fund relationships. He also serves on UTIMCO’s Investment Committee to discuss tactical positioning and new investment pipeline, and as Credit Committee Chair to evaluate credit opportunities across public and private markets. Mr. Ruebsahm began his career in the leveraged finance investment banking group of CIBC World Markets in New York where he completed $5 billion of debt financings across more than 20 transactions and was promoted to Associate. He received his MBA with honors from the McCombs School of Business at The University of Texas at Austin where he served as a portfolio manager on the $13 million MBA Investment Fund, LLC, and his BBA from The University of Texas at Austin where he participated in the Financial Analyst Program and received the College Scholar honors designation.
- Whitney Solcher
Whitney Solcher is the President of San Antonio Capital Management, a Registered Investment Advisor. She is responsible for overseeing investment strategies, manager selection and capital allocation. Whitney is also the head wealth advisor and spends the majority of her time ensuring our client families receive appropriate investment advice, tailored to their individual needs.
Prior to her role with San Antonio Capital Management, Whitney spent eight years with Goldman, Sachs & Co. in their Investment Management Division, where she held the title of Vice President after roles as a Financial Analyst and Associate with the firm. While at Goldman, Whitney advised some of the most successful entrepreneurs and businessmen in the state of Texas. Her responsibilities included risk analysis, asset allocation, manager selection, and estate and charitable planning.
Whitney is a graduate of The University of Texas Business Honors Program with a second Major in Finance. She is a CFA charterholder and member of the CFA Institute and the San Antonio CFA Chapter. A CFA charterholder represents a tremendous reservoir of investment expertise, having demonstrated commitment to the highest standards of ethical and professional conduct, and comprehensive knowledge of investments and analytics.
Whitney holds positions on the boards of the Witte Museum, Founder’s Council for The Southwest Foundation for Biomedical Research, The San Antonio River Foundation, and the UTSA Center for Innovation and Technology Entrepreneurship. She is a past board member of Saint Mary’s Hall and currently serves on the Investment Committee. She is also a member of the Alamo Colleges Investment Committee, and past Chairman of the Chamber of Commerce Finance Committee.
- Mark Tait
Mr. Tait began his career in 2007 in the Financial Sponsors Group at Credit Suisse in New York, where he was responsible for structuring and underwriting debt offerings in support of leveraged buyout transactions. In 2009 he joined private equity firm New Mountain Capital where he evaluated investments primarily in the software and business services spaces. Mr. Tait is currently completing his MBA at Harvard Business School in Boston.
- Diane Tseng
Diane is a Senior Associate focusing on pre-MBA searches. Before joining Glocap, she worked at J.P. Morgan in Debt Capital Markets, where she helped execute over $140bn of High Grade bond offerings, including the largest High Grade bond deal in history. Diane grew up in Austin, Texas and graduated from the McCombs School of Business at The University of Texas with undergraduate degrees in Business Honors and Finance. Outside the office, Diane enjoys playing board games, going to spin class, watching Texas football, and exploring other countries.
- Justin Wang
Justin Wang is an associate at Peak Rock Capital, an Austin-based private equity firm that makes debt and equity investments in middle market companies. Previously, he was an Investment Banking Analyst in the Oil & Gas Group at Credit Suisse in Houston. Justin graduated with honors from the University of Texas at Austin in May 2011 with a B.B.A. in Finance.
- Clint Woods
Clint Wood is a consultant with McKinsey & Company based out of their Houston office. Prior to re-joining McKinsey, Clint worked with Brazos Private Equity Partners, a middle market private equity fund in Dallas. Clint grew up in the Houston area and graduated from the University of Texas with a BBA in Business Honors and Finance and a BA in Plan II, History and Economics. Clint also holds a MA in International Relations and a MBA from the University of Chicago. Outside of the office, Clint enjoys fishing, BBQ'ing and watching University of Texas sports.