Michael Petruzzelli
Summer Senior Research Associate - Us Banks at Bernstein
Based in Chicago, United States
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Seniority
Other
Department
Other
Location
Chicago
Industry
Financial Services
Company size
407
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m•••••••@bernsteinsg.com
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Background
About Michael Petruzzelli
Experienced specialty finance lender and private wealth leader with a track record of successes, including: • Writing investment memorandums for deals combining for over $900MM and crafted investment theses supported by presented company data and synthesized financial modeling. • Leading a team of five members to service over $4.5 billion in client assets and partnering with financial advisors to execute on business plans to bring in over $350MM in new assets • Creating a weekly newsletter summarizing key economic and financial market developments for financial advisors with over $10 billion AUM, providing advisors with key talking points for meetings without involving investment strategists Feel free to contact me at mvpetruzzelli@chicagobooth.edu.
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