We put the power of successful TCU alumni in the finance field to work for you. Our Transaction and Investment Professionals (TIP) Board will guide you through résumé writing, interview preparation, internship and career opportunities, and career planning.

Since the founding of the Transaction and Investment Professionals Board in 2014, the average annual student placement has tripled.


To promote the competitiveness and placement of TCU students and alumni among the highest ranks of the transaction and related industries including investment banking, equity research, private equity and hedge funds.


To build a successful and sustainable organization through the development and mentorship of students, giving them the resources and support to develop into confident and inspiring professionals.

Placement Rate
Competitive Finance Internships since 2014
Students Placed
Full-time Finance Positions since 2014 

Location by Industry pie chart

Placement by Location pie chart

Students Placed
Bulge Bracket or Elite Advisory Boutique Summer Analyst Programs since 2014

Placement by company bar graph

A Hub for Career Opportunities

From major finance companies to elite business schools, TIP Board alumni gain access to industry and educational leaders, including:

  • Cinctive
  • Cotton Creek Capital
  • Chicago Booth School of Business, University of Chicago
  • Crestline Investors
  • EIV Capital
  • GCM Grosvenor
  • Haas School of Business, University of California Berkeley
  • Hicks Equity Partners
  • Insight Equity
  • Kellogg School of Management, Northwestern
  • Koch Industries
  • Lantern Asset Management 
  • Liberty Hall Capital Partners
  • Linden Capital Partners
  • LongWater Opportunities

  • Luther King Capital Management 
  • Marshall School of Business, USC
  • McCombs School of Business, University of Texas
  • Nike
  • NGP Energy Capital
  • Pearl Energy Investments
  • Pharos Capital Group
  • Pritzker Private Capital
  • Q Investments
  • Sante Ventures
  • The Sterling Group
  • Vista Equity Partners
  • Wharton School of Business, University of Pennsylvania
  • Yum! Brands
  • Zillow

Sarah Cullen
Sycamore Partners (New York)
Past: BofA Securities (New York
Josie Fuhrman
Sterling Group (Houston)
Past: Citi IBD (Houston)
Sarah Goldberg
L Catterton (New York)
Past: Baird (Milwaukee)
Sabrina Kingsbury
BofA Securities (New York)
Past: BofA Securities (Chicago)
Conner Lovely
Permira (New York)
Past: Vista Equity (Austin)
Zack Miller
JP Morgan (New York)
Kelli Pedersen
Stanford School of Business
Past: Insight Equity (Dallas),
Goldman Sachs (New York)
Sam Schaefer
Past: BofA Securities (Houston)
Dalton Standish
Splash Brands (Dallas)
Past: Goldman Sachs SLG (Dallas)
Ben Warren
Gridiron Capital (New York)
Past: BofA Securities IBD, Scotiaband IBD (New York)

Carson Alfonso
Goldman Sachs
Johnny  Baldwin
LKCM Headwater (DFW)
Past: Wolfe ER (New York)
Clare Berns
Lazard MM IBD
Brian Campbell
Houlihan Lokey
Abir Chawla
Jefferies IBD
David Evans
Capital Southwest
Will Keenan
Citi IBD
Brady Kim
New York
Hunter Kingsbury
BMO Harris IBD
New York
Ben Lett
BofA Securities
San Francisco
Will Martin
New York
Erin Milsten
Houlihan Lokey IBD
Anna Murrey
New York
Teny Noordermeer
Goldman Sachs
Connor Oehmke
Goldman Sachs SLG
Cade Peters
New York
Cade Peveto
Truett Pittman
Deloitte IBD
Rob Ruff
Houlihan Lokey
Andrew Seehausen
BofA Securities
Divyanshi Singhal
Newport Beach
Becca Smith
Main Street
Zach Smith
Raymond James IBD
Brooks Vosik
Kyle Whaling
Mat Young
New York
Section Image: at Neeley Fountain


The Transaction and Investment Professionals (TIP) Board offers mentoring for select TCU finance majors. Mentors have high expectations of all students accepted. Ensure you meet the following requirements.

How to Apply

  • A résumé must be submitted with the application. You must use the format provided in this template.
  • Applicants selected for interviews will be notified. 
  • Networking and having informational conversations is an integral part of being successful during recruiting. While not mandatory, it is highly encouraged to have an informational conversation with a current TIP Board mentee (reach out to Jackson Allen, jackson.v.allen@tcu.edu, or Ben Frost, b.frost@tcu.edu, by June 15 if you would like to schedule a conversation).

Apply Now

TIP Board Info Session Dates/Locations:

4/15/2024 6:30-7:30 p.m. NEEL 1205
4/24/2024 5:00-6:00 p.m. NEEL 1219


Dress: Business Casual

Selection Timeline

  • Application will open May 15
  • Application deadline: July 1, 2024 at 11:59 p.m. CST.
  • Selection process will take place during the month of July
  • Selection will be contingent on maintaining a competitive GPA after fall semester grades are posted.

  • Graduation date of December 2026 or May 2027
  • 3.6 cumulative GPA is required for consideration (but does not guarantee admittance).
  • In good standing with TCU and the Neeley School of Business when applying and through graduation.

  • Act in good faith to the objectives of the mentors.
  • Commit to regular dialogue with mentors.
  • Respond within 24 hours of initial mentor communication.
  • Schedule monthly status update calls with junior and senior mentors.
  • Commit to the preparation needed to obtain an upper-level finance internship.
  • Commit to join the board after graduation if invited.
  • The mentors may remove a participant at any time if not meeting expectations.