Nicholas Wetzel
@nicholaswetzel
Investment advisory associate modernizing portfolios and technology while driving growth and client planning.
United StatesWhat I'm looking for
I’m an Associate at Prometheus Capital Management, where I spearheaded 6+ initiatives to modernize the firm’s tech stack—implementing new CRM, portfolio rebalancing, trading, risk monitoring, and rollover compliance software—cutting firm-wide workflow processing time by 23%.
I also support growth through execution-heavy strategy: I sourced, negotiated, and implemented 2 acquisitions (~$15–40MM AUM) and led a team of 3 in an organic growth initiative that increased new asset inflows by 24% (Jan. ’23–Mar. ’24). Beyond investing, I’ve built culture and access—organizing 12 team-building events and launching pro-bono financial planning and investment advice for 40+ clients, plus leading 3 planning seminars with strong community feedback.
Before investment advisory, I worked in investment banking at Goldman Sachs, advising on >$8B of announced M&A, Equity, Debt, and SPAC transactions and earning top-quartile review rankings. I led deal coordination work on taking E2open public through SPAC execution and supported notable transactions where ESG underwriting and cross-divisional collaboration were central, which shaped how I approach disciplined analysis, stakeholder alignment, and client-first outcomes.
Experience
Work history, roles, and key accomplishments
Investment Advisory Associate
Prometheus Capital Management Corp.
Oct 2021 - Present (4 years 8 months)
Spearheaded 6+ initiatives to modernize the firm’s tech stack (CRM, portfolio rebalancing, trading, risk monitoring, rollover compliance), reducing firm-wide workflow processing time by 23%. Led 2 acquisitions (~$15–40MM AUM) and organic growth work that increased new asset inflows by 24% (Jan. 2023–Mar. 2024).
Supported execution of announced M&A, equity, debt, and SPAC transactions totaling over $8B across software (Ed-Tech, Data & Analytics, HR-Tech) and consumer (beauty & personal care) sectors. Coordinated across 500+ transaction stakeholders and helped drive deal momentum under high-velocity M&A conditions.
Served as lead analyst on notable transactions, including Greenhouse Software’s sale to TPG Growth & The Rise Fund (~$820MM enterprise value) and E2open’s SPAC merger with CC Neuberger Principal Holdings I (~$2.6B enterprise value). Built core deal materials and execution workstreams, including valuation modeling and marketing materials used in buyer outreach.
Supported deal research and transaction execution for announced M&A, equity, debt, and SPAC opportunities across software and consumer sectors. Produced analyses and contributed to deal materials used across internal and external stakeholder workflows.
Education
Degrees, certifications, and relevant coursework
Fordham University Gabelli School of Business
Bachelor of Science in Finance, Finance
Grade: Summa Cum Laude (3.878 GPA); top 10% of class
Activities and societies: Fordham Finance Society (Co-President); Investment Banking Society (Secretary); Student Managed Investment Fund (Managing Director); The Ram (Digital Editor); Dean’s List (all semesters); New Alumni Award and Loyola Scholarship; study abroad at Fordham University London Centre (Jan. 2018–May 2018).
Earned a Bachelor of Science in Finance with a concentration in Value Investing. Graduated in the top 10% of the class (Summa Cum Laude).
Columbia Business School
MBA
2025 -
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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