About Us

Our Story

Our founder and mentor Luis Romero’s love for teaching began when he founded an investment club his sophomore year of college. Mr. Romero lectured club members on technical training skills he learned during his previous internships. Years later, this passion for teaching and giving back grew stronger once he worked with undergraduate interns at his own fund and received overwhelmingly positive feedback. Recognizing the powerful difference his dedication made in the interns’ growth motivated Mr. Romero to create a formal mentoring program.

With the commitment to providing what he was not able to find during his undergraduate years, Mr. Romero founded Romero Mentoring in 2016 with 4 mentees. Since then, our alumni network has grown to over 150 students in a well‐structured program. We continue to invest countless hours in developing students’ confidence and professional skills; providing one‐on-one mentorship, practical training, and internship experience to bridge academic theory with real‐world practicality.

Our Mission & Vision

Our mission is to empower and prepare our students for the competitive world of finance on Wall Street. Our number one priority is to provide exceptional training combined with a hands‐on internship experience not found anywhere else. We envision building a network of like‐minded students who connect and help each other while transforming into professionals. Most importantly, we want to build meaningful and lasting relationships with our mentees.

Our Team

Luis Romero
Mentor, Instructor & Founder

Mr. Romero is the Founder and Managing Partner of Romero Capital, a private family fund. Prior to founding Romero Capital, he served as senior instructor at the New York School of Finance and conducted financial training programs for corporate and individual clients across the U.S., Canada and Germany. Before this, he was an equity analyst and trader at Seven Points Capital executing long and short equity strategies. Mr. Romero began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care industries. He has also worked with start-ups in the food & beverage and education sectors.

Mr. Romero’s passion for teaching led him to found Romero Mentoring in 2016, an education, mentoring and investing platform for student analysts. Mr. Romero currently serves as mentor and instructor at Romero Mentoring and is educating the next generation of investment analysts. Mr. Romero holds a B.B.A. in Finance and Investments with a minor in Philosophy from Baruch College, Zicklin School of Business.

Paige Truong
Program Director

Ms. Truong oversees all aspects of operations for Romero Mentoring. In this capacity, she is responsible for recruiting, student development, partner communication, planning and strategy. Prior to joining Romero Mentoring Ms. Truong began her professional career at BJ’s Wholesale Club as an internal operations auditor in their Boston office. She graduated from Worcester State University in 2011 with a B.B.A. in accounting.

Michael Ganian
Mentor & Training Associate

Mr. Ganian is an investment analyst at Romero Capital and serves as a mentor to students in the Analyst Prep Program. He started his finance career at Thrivent Financial, where he built and analyzed custom portfolios for a wide range of retail clients. Mr. Ganian also serves as Co-President & Treasurer for the Los Angeles Humanitarian Initiative, a local non-profit providing disaster relief to those in need. To build his investment skills and knowledge, he is currently pursuing his CFA charter.

Mr. Ganian graduated from the University of California, Los Angeles (UCLA) with a Bachelor of Science in Applied Mathematics. He is also an Analyst Prep Program alum, 2020 cohort. He enjoys leading an active lifestyle, traveling the world and experiencing new cultures.

Advisor Board

Carlos Montesinos
Board Member

Mr. Montesinos began his career in 2006 as an M&A Analyst at Credit Suisse in NYC. After completing the analyst program, he moved on to the buy side and joined Merrill Lynch as part of the merchant banking team. In 2010 he joined the Private Equity team at TPG Capital, covering Latam, and played a key role in developing the firm’s franchise in the region. After a decade of experience in investing, Mr. Montesinos assumed a C-level management role and became the CFO of a fintech start-up where he was co-responsible for executing the company’s growth plan and executing the Series-A round of financing. After successfully executing the company’s objectives, Mr. Montesinos returned to the investment side and assumed his current role as Head of Investment Management at Captalys, an Artificial Intelligence-backed Private Debt platform where he manages a US$300m AUM portfolio.

Mr. Montesinos has a degree from the Haas School of Business at UC Berkeley, is fluent in Spanish, Portuguese and English, and is passionate about investing, technology, education, AI and career coaching.

Our Analysts / Community Leaders

Jess Li
University of Pittsburgh, 2022

Jess Li is an undergraduate student at the University of Pittsburgh majoring in finance with a minor in French. She currently serves an Equity Research Analyst intern at Romero Research and a community leader at Romero Mentoring. Jess is part of the research committee for the Behavioral Economic club, where she conducts research in the field of behavioral economics. Jess also served as VP of public relations for an international business club at Pitt. Jess has played lacrosse for six years and competed for the China Team in the 2019 World Lacrosse Women’s U19 Championship. She also enjoys playing the ukulele, watching movies, crocheting, and editing videos. Jess is an Analyst Prep Program, 2020 alum.

Nick Spivakov
Northeastern University, 2023

Nick Spivakov is an undergraduate student at Northeastern University D'Amore-McKim School of Business studying finance and accounting. He currently serves as an Equity Research Analyst intern at Romero Research and a community leader at Romero Mentoring. Nick also serves as a Senior Analyst covering the Industrial and Utility sectors at Northeastern’s student-run investment fund with ~$200,000 AUM. In high school, he held leading positions in student organizations and charity funds. Nick’s long-term goals include improving international relations between the US and Ukraine, and helping stabilize the financial and political climate in his native country, Ukraine. He enjoys Martial Art tournaments, and reading. Nick is an Analyst Prep Program, 2020 alum.

Erin Lee
Baruch College, 2024

Erin Lee is an undergraduate student at Baruch College, majoring in finance with minors in mathematics and psychology. She currently serves as an Equity Research Analyst intern at Romero Research and a community leader at Romero Mentoring. Erin is also a FIG analyst at Baruch’s Investment Management Group where she helps manage the club’s ~$830,000 AUM. She is interested in blockchain technology, cryptography, and music theory. In her free time, Erin enjoys playing the piano, playing basketball, and learning more about the stock market. She is an Analyst Prep Program, 2020 alum.

Aaditya Shah
Emory University, 2022

Aaditya Shah is an undergraduate student at Emory University’s Goizueta Business School with a double major in economics and finance. He currently serves as a Private Equity Analyst intern at Decatur Road Capital, an Equity Research Analyst intern at Romero Research and community leader at Romero Mentoring. On campus, Aaditya is involved in multiple student club organizations including Emory Entrepreneurship, Venture Management Club and Emory Economic Society. In his free time, he enjoys playing and watching basketball, cooking, and traveling. Aaditya is an Analyst Prep Program, 2020 alum.

Jeffy Leung
Northeastern University, 2023

Jeffy Leung is an undergraduate student at Northeastern University D'Amore-McKim School of Business studying finance and fin-tech. He currently serves as an Equity Research Analyst intern at Romero Research and a community leader at Romero Mentoring. Jeffy is also the president of the Northeastern Badminton team and is an active member of numerous finance and investment clubs. Prior to this, he worked as an Associate Consultant at Chi Sigma Consulting and as a Research and Development Intern at Stellarus Capital. In his free time, Jeffy enjoys playing badminton, violin, and traveling around Asia. He is an Analyst Prep Program, 2020 alum.