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‐onone mentorship, practical training, and internship experience to bridge academic theory with real‐world practicality.
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.
Mr. Romero has over 12 years of professional finance experience. He is the principal and founder of Romero Capital, a long/short family equity fund. Before this, he conducted financial training programs for corporate and individual clients across the U.S. and the world. He was an equity analyst at Seven Points Capital and 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 graduated from Baruch College, Zicklin School of Business with a B.B.A. in finance and minor in philosophy.
Ms. Truong oversees all aspects of operations for the Analyst Prep Program. In this capacity, she is responsible for recruiting, mentoring, 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.
Carlos began his career in 2006 as an M&A Analyst at Credit Suisse in NYC. After completing the analyst program, he moved onto the buyside and joined Merrill Lynch as part of the merchant banking team. In 2010 Carlos 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, Carlos 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, Carlos 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.
Carlos 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.