TNS Panel Detail

Ever wonder what happens when a company "goes public" in an IPO or when you deposit money in your bank account? Careers in finance are filled with rewarding opportunities to innovate and solve problems that lie in one of the cornerstone sectors of the U.S. economy. Whether you are curious about the steps involved in entering the finance industry, the different paths that your career can take, or how your UChicago education will transition to your career, engaging with these alumni is a great way to answer your questions and meet inspiring people. These accomplished alumni have prestigious backgrounds ranging from investment banking to financial planning, sales and trading to investment management, and more. Don't miss this opportunity to learn from them about what it takes to succeed in a rewarding financial services career.

Roundtable Participants

Erin Archer, AB'00, MBA'06

Director of Investments, DePaul University

Ms. Archer graduated from the College in 2000 with concentrations in biological sciences and law, letters & society. She received an MBA from Chicago Booth in 2006. After graduation from the College, she spent 15 years working in Equity Research on both the buy-side and sell-side, in Chicago, Minneapolis, London and South Africa. In late 2015, Ms. Archer joined DePaul University in Chicago as Director of Investments, where she works with the Board of Trustees to support their stewardship of the school's endowment. She is also a fiduciary of DePaul's defined contribution plan. Finally, she is a former Trustee of The Thacher School (Ojai, California) and a former member of the Visiting Committee of the College of the University of Chicago.

Brandon Arnold, AB'09

Associate, Mizuho Securities

Mr. Arnold joined Mizuho Securities in 2013 as an associate in the Health Care Investment Banking group. He advises corporations in the health care industry on a variety of corporate finance matters including capital raising and mergers and acquisitions. Prior to joining Mizuho, he started his career at Bank of America Merrill Lynch as an analyst with the investment bank, specializing in the high-grade debt capital markets. He holds an AB from the College in economics.

Alexander Bennett, AB'14

Investment Banking Analyst, Lazard

Mr. Bennett is an Investment Banking Analyst at Lazard. He graduated from the College in 2014 with a degree in physics. Prior to joining Lazard, he served as an analyst in UBS Investment Bank's Sales and Trading arm on the algorithmic trading team.

Paul Carlisle, AB'83, MBA'84

Executive Vice President, Wintrust Financial

Mr. Carlisle graduated from the College in 1983 with a degree in business and then from the Booth School of Business in 1984 with an MBA, concentrating in finance. Immediately after graduation, he joined the Middle Market Banking Group at American National Bank, a predecessor bank to JPMorgan Chase. He spent much of his career in positions of increasing responsibility in Chase Middle Market Banking. He is currently an executive vice president at Wintrust Financial Corporation, and manages Wintrust's middle market banking business.

Hui Min Chang, AB'13

Associate Investment Analyst, Morningstar Investment Management LLC

Ms. Chang graduated from the College in 2013 with a double major in economics and art history. While in the College, she was actively involved with MUNUC, the Singaporean Society and the Smart Museum of Art. Upon graduation, she joined Morningstar, Inc. where she is currently an associate investment analyst. She supports portfolio managers in the investment process, assisting with capital markets research, fund manager due diligence as well as portfolio construction.

Tom Costello, AB'00, MBA'07

Principal, Baird Capital

Mr. Costello is a Principal with Baird Capital a mid-market private equity firm based in Chicago, where he sources, evaluates, and structures technology and services transactions. Prior to joining Baird in 2007, he spent four years with the private equity firm Chicago Growth Partners. Before Chicago Growth Partners, he spent two years as an investment banking analyst at Lehman Brothers in Chicago. He received an AB in economics from the University of Chicago and an MBA from the University of Chicago Booth School of Business. During his time at the College he was a four year letter winner for the football and baseball teams as well as a two-time captain of the baseball team. Tom is married to his wife Irene (AB '00) and has twin sons. Tom and Irene started the Twin Hearts Autism Foundation in 2010.

Ananya Das, AB'05, MBA'13 (Kellogg - Northwestern)

Investment Banking Associate, Barclays

Ms. Das graduated from the College in 2005 with a degree in economics and South Asian languages and civilizations. While at the College, she was elected Student Government VP of Student Affairs and held various leadership roles with the South Asian Students Association. Prior to attending the Kellogg School of Management at Northwestern University, her career was focused on Sales Effectiveness and Executive Compensation consulting, most recently with Willis Towers Watson. Upon obtaining her MBA in 2013, she joined the Investment Banking Division at Barclays in Chicago. She is married to a fellow College graduate and lives in Chicago.

Ashley M Edwards, AB'13

Associate, Victory Park Capital

Ms. Edwards graduated from the College in 2013 with a degree in economics. While in the College, she was the President of the Women in Business organization, a member and program assistant for UCIB, the Fundraising Director / New Member Educator for Kappa Alpha Theta, and a participant in the Global Water Brigades group. Ms. Edwards joined Victory Park Capital as an Investment Associate in 2015. She is responsible for due diligence and financial analysis related to new investment opportunities, and assists with portfolio monitoring and management of current investments in the Financial Technology sector. Previously, Ms. Edwards was an investment banking analyst in the Energy Group at J.P. Morgan in New York, focusing on mergers and acquisitions, equity and debt financing transactions within the Power & Utilities space. She is also heavily involved with fundraising for the non-profit organization, Minds Matter, in her free time.

Ashley Fields, AB'15

Analyst, Goldman Sachs

Ms. Fields graduated from the College in 2015 with a degree in economics. While in the College, she held an internship at Morningstar, Inc. that lasted during the school years and summers. After graduating, Ms. Fields joined Goldman, Sachs & Co. as an Analyst in Chicago. During her spare time, she is a devoted yoga practitioner who loves all types of fitness, and she continues to do volunteer work in the Chicago community.

Peter Huang, AB'16

Equity Research Analyst, Susquehanna International Group

Mr. Huang graduated from the College in 2016 with a degree in economics. While in the College, he was on the Investment Committee of The Blue Chips Investment Club and was also a member of UCIB. After graduating in 2016, he joined Susquehanna International Group as a Buy-Side Equity Research Analyst in the Chicago office.

Yihao Jiang, AB'15

Analyst, Greenhill

Mr. Jiang graduated from the College in 2015 with a degree in Economics and a minor in Statistics. While in the College, he was involved with the water polo club team, the Blue Chips investment club and the culinary club. After graduation, Mr. Jiang joined Greenhill & Co, a leading publicly-traded boutique investment bank, in the Chicago office where he advises on mergers & acquisitions in the aerospace & defense, automotive, industrial and manufacturing industries.

Daphne Jin, AB'15

Investment Banking Analyst, 1993

Ms. Jin graduated from the College in 2015 with a degree in economics. While at the College, she was involved in PanAsia, Moneythink, and Smart Woman Securities. After graduation, she joined Broadhaven Capital Partners as an Investment Banking Analyst. She primarily works on M&A deals in the financial technology, asset management, and broker securities industries. Her interests include exploring Chicago neighborhoods and finding hip coffee shops, rock climbing, and traveling. She is a Booth Scholar and continues to be an active member of the University community through the UCIB network and serving on her class reunion committee.

Daniel Kraft, AB'15

U.S. Rates Sales, Barclays

Daniel Kraft currently works as an Analyst in U.S. Rates Sales at Barclays in Chicago, IL. A German native, Mr. Kraft graduated from the College in 2015 with a degree in economics. While in the College, he was involved with UCIB, ILC, and Greek Life. Daniel interned in both Investment Banking and Sales & Trading as an undergraduate.

Jongtze Lee, AB'14

Analyst, Pricewaterhouse Coopers Corporate Finance LLC

Mr. Lee graduated from the College in 2014 with a degree in economics. During his time in the College, he was involved in finance RSOs in freshmen and sophomore year (TBC, ILC), later transitioning to more community service organizations, including starting AppUP. After graduating from the College, he worked at BMO Capital Markets for a year in their public finance department, focusing on not-for-profit healthcare investment banking. He currently works at PricewaterhouseCoopers Corporate Finance, focusing on M&A. During his free time he enjoys food and traveling.

Thomas Lei, AB'12

Associate, Origami Capital

Mr. Lei graduated from the College in 2012 with a degree in economics. Mr. Lei is currently an associate with Origami Capital Partners, a distressed and special situations investment firm. Previously, he was an investment banking analyst at Robert W. Baird & Co.

Ian Liew, SB'15

Trader

Mr. Liew graduated from the College in 2015 with a degree in mathematics and economics. He was involved in the Uchicago Microfinance Initiative, MUNUC, and The Blue Chips. After graduating he traded at Volant Trading for a year. He currently trades commodities at IMC, a Dutch high-frequency trading firm. He has family in Singapore and is trying to find time to travel to the remaining 153 countries.

Michael Liu, AB'09

Director, Guggenheim Securities

Mr. Liu graduated with a degree in economics from the College in 2009. During his time at the College, he was involved with International Leadership Council, as well as other business ventures. Since graduating, he has worked in the financial services sector. In 2011, he joined Guggenheim Partners in the fixed income capital markets division. His work focuses on trading and analyzing structured fixed income securities.

Vivek Pattipati, AB'07, AB'07, MBA'13 (Harvard Business School)

Director, Madison Dearborn Partners, LLC

Mr. Pattipati graduated from the College in 2007 with degrees in economics and statistics. He was inducted into Phi Beta Kappa and was actively involved with Chicago Society. He participated in two Jeff Metcalf Summer Internships: The Pritzker Organization and Goldman Sachs. After graduating from the College, he spent two years at Goldman Sachs in New York and two years at Madison Dearborn Partners (MDP) in Chicago. He spent the next two years attending Harvard Business School and graduated as a George F. Baker Scholar in 2013, at which point he rejoined MDP to focus on buyout and growth investments across a variety of industries. He currently serves on the Board of Directors of Performance Health and is a member of the Advisory Board for the Illinois Venture Capital Association.

Patrick Phillips, AM'92, AB'92

Assistant Director, University of Chicago

Mr. Phillips graduated from the College in 1992 with a AB in public policy and an MA in social science. While in the College, he was involved with the Organization of Black Students (OBS), Campus Theater, WHPK, tutoring, and was an Office of Admissions volunteer. Upon graduating, Mr. Phillips began his career as a private banker and stock broker with Northern Trust in Chicago. After 10 years at Northern Trust he spent another 15 years as a wealth advisor for such firms as Citigroup, Ameriprise Financial, and Robert W. Baird & Co. He lives in Chicago with three children and Patrick's hobbies include martial arts, biking, jogging, reading, and travel.

Sunitha Thomas, AB'94, MBA Wharton

Senior Vice President, Northern Trust

Ms. Thomas graduated from the College in 1994 with a degree in economics and Latin American studies. She is a Regional Portfolio Advisor at Northern Trust and advises clients on asset allocation, portfolio construction and investments. She has also been actively involved with the Music Institute of Chicago, the National Kidney Foundation and the Chicago CFA society. Both of her children attend the University of Chicago Lab School and she is actively involved in alumni activities.

Daniel Yeksigian, AB'06

Vice President, 1984

Mr. Yeksigian graduated from the College in 2006 with a degree in economics. While in the College, he was a member of the UChicago Baseball Team where he was a four-year letter winner and two-time MVP. Mr. Yeksigian is currently a Vice President at Pritzker Group Asset Management in Chicago where he is involved in sourcing, diligence and analysis of the Firm's investments in hedge funds, distressed credit, and public equity markets. Prior to joining Pritzker Group in 2011, Mr. Yeksigian was an Associate within the Prime Services Group of Credit Suisse where he originated prime brokerage and equity swap business for hedge fund clients of the investment bank. Mr. Yeksigian currently lives in Chicago with his wife and son.

Connie Zhai, AB'00

Director, Pricewater House Cooper Corporate Finance LLC

Ms. Zhai graduated from the College in 2000 with a degree in economics. While attending College, she was deeply involved in RSOs such as Asian Student Union, Doc Films, Council on University Programming and Student Government's finance committee. She served as lead/co-lead event planners for large college-sponsored events such as International Food Festival, Spring Breeze and Mardi Gras. She has been working in the investment banking sector, focusing in healthcare and higher education, for over 16 years. She currently is a Director at PricewaterhouseCoopers Corporate Finance, where she focuses on building out the healthcare provider M&A advisory platform. She lives in Chicago, and continues to be an active member of the University community through mentoring both college and graduate school students in career development, participating in various events with UChicago's Career Advancement, and serving as a member of the Class of 2000 Reunion Committee.