• Moneythink's Young Professionals Board

    A network of torch-bearing leaders working to make financial capability a social norm by 2030.

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    Our Mission

    Moneythink works with low income young adults to help them navigate the financial challenges of everyday life. The organization partners with existing institutions to reach these communities through a revolutionary tech-enabled financial mentor experience. Moneythink aims to improve the economic health of the United States by giving young people the tools to spend mindfully, save effectively, and use financial products safely.

     

    Moneythink's Young Professional Board (YPB) plays a critical role in the organization's success.

      

      

      

  • Our Members

    The Moneythink YPB consists of young professionals from a variety of backgrounds and industries.

    Kelly Carlquist (chair)

    chicago

    Associate, Adams Street Partners

    Analyst, Goldman Sachs

    Former Moneythink Chapter Co-Founder

     

    Northwestern University

     

    Member since 2014

    Inoh Choe (vice chair)

    chicago

    Operations Executive, OppLoans

    Founder & CEO, IC Ventures

    Associate, L.E.K. Consulting

     

    University of Notre Dame

     

    Member since 2013

    Richard Si

    chicago

    Associate, Madison Dearborn Partners

    Analyst, Deutsche Bank

     

    University of Notre Dame

     

    Member since 2015

    Dwight Kost

    chicago

    Associate, Madison Dearborn Partners

    Analyst, Moelis & Company

     

    Indiana University

     

    Member since 2015

    Christina Whatley

    chicago

    VP, U.S. Trust

    Associate, Bank of America

    Analyst, Bank of America

     

    Yale School of Management

    Spelman College

     

    Member since 2013

    Molly Fitzpatrick

    washington d.c.

    Vice President, Halifax Group

    Analyst, Baird & Co.

     

    Harvard Business School

    University of Notre Dame

     

    Member since 2014

    Shane Sandridge

    new york city

    Vice President, Bank of America

    Analyst, Morgan Stanley

     

    Georgia Institute of Technology

     

    Member since 2014

    Vicki Peng

    san francisco

    Business Operations, Dropbox

    Associate, Hyde Park Angels

     

    University of Chicago

     

    Member since 2014

    Janesh Rahlan

    san francisco

    Associate, Linkedin

    Fulbright Scholar

    Former Moneythink Chapter Co-Founder

     

    Northwestern University

     

    Member since 2016

    Lucy Liu

    chicago

    VP, Addstructure

    Senior Associate, Prophet

     

    Chicago Booth School of Business

    University of Chicago

     

    Member since 2014

    Meghan Janotka

    chicago

    Philanthropy Associate, J.P. Morgan Chase

    Banking Analyst, J.P. Morgan Chase

     

    Northwestern Kellogg School of Management

    Indiana University

     

    Member since 2014

    Jerel Ho*

    new york city

    Associate, Guggenheim Partners

    Analyst, Hammes Partners

     

    University of Notre Dame

     

    Member since 2013

    Meaghan Conway

    washington d.c.

    Associate, The Carlyle Group

    Analyst, Bank of America

    Former Moneythink Mentor

     

    Stanford University

     

    Member since 2017

    Brittany Agostino

    new york city

    Associate, Goldman Sachs

    Analyst, Goldman Sachs

    Former Moneythink Mentor

     

    University of Chicago

     

    Member since 2015

    Anthony Farias-Eisner

    new york city

    MacAndrews & Forbes

    Founding Moneythink Team Member

     

    University of Chicago

     

    Member since 2017

    AJ Wheatley

    new york city

    Analyst, NASDAQ

    Former Moneythink Mentor

     

    Chapman University

     

    Member since 2017

    Winson Liu

    boston

    Liberty Mutual Insurance

     

    University of Michigan Ross

    Boston College

     

    Member since 2015

    Matthew O' Rourke

    chicago

    Discover Card

     

    Northwestern Kellogg School of Management

    University of Wisconsin-Madison

     

    Member since 2017

    Megan Chen

    new york city

    Jet.com (Walmart)

     

    Member since 2017

    Laura Peng

    new york city

    Boston Consulting Group

     

    Member since 2017

    Billy Tabrizi

    chicago

    PwC Consulting

     

    University of Illinois

     

    Member since 2017

    Tiffany Chan

    chicago

    Sidley Austin

     

    University of Illinois Law

    University of Illinois

     

    Member since 2017

    Patrick Wu

    boston

    SunTrust Robinson Humphrey

     

    Member since 2017

    Michael Wright

    baltimore

    Patriot Capital

     

    Member since 2017

    Kiara Kaminski

    new york city

    Bridgewater Associates

     

    McGill University

     

    Member since 2015

    Kevin Chen

    boston

    Thermo Fisher Scientific

     

    Member since 2015

  • Our Impact

    Moneythink YPB leverages their skills and expertise to add real value to the Moneythink mission. From lending pro bono operational support, consulting on organizational strategy, to supporting economic sustainability, our YPB is an extension of our team.

     

    Below are just a few of the areas in which YPB members have had tangible impact.

    IMPACT MEASUREMENT

    TALENT SOURCING

    LEGAL SUPPORT

    CHAPTER OUTREACH

    NETWORK GROWTH

    FUNDRAISING

    MOBILE STRATEGY

    CHAPTER OUTREACH

    MARKET RESEARCH

    PROGRAM EXPANSION

    INVESTMENTS

    DEMOGRAPHICS

  • Our Alumni

    The Moneythink YPB was founded in 2013 to advance the Moneythink mission and connect Moneythinkers around the world.

    Asterisk (*) denotes former YPB chair.

    Jackson Lai*

    Stanford GSB

    Madison Dearborn Partners

    2013-2014

    JT Munch*

    Columbia Business School

    Beecken Petty O'Keefe

    2013-2014

    Nick Maglio

    Kellogg School of Management

    Brown Brothers Harriman

    2014-2016

    Andrea Coravos

    KKR Capstone

    Harvard Business School

    2013

    Brandon Levitan

    Madison Dearborn Partners

    2014

    Catie Cottle*

    Kirkland & Ellis

    2013-2014

    Nancy Cao

    Mission Measurement

    2013

    Jackson Lai

    Accenture

    2014

    Hayden Hudson

    GÜDHOME

    2013

    Will Powley

    MIT, PhD

    2013

    Alan Glass

    University of Chicago Booth

    JPMorgan Chase

    2015-2016

    Gary Topp

    University of Chicago Booth

    2015

    Anthony Hwang

    Signpost

    2015-2016

    Griffin Knight

    Wells Fargo

    2014-2016

    Lan Huang

    Madison Dearborn Partners

    2013-2014

    Derek Walker

    Thomas H. Lee Partners

    2015-2017

  • Join us!

    We are always looking for passionate, talented, dedicated young professionals to join us, and are thrilled to learn more about you.

    2015-2016 Annual Report

    Met with many firsts, 2016 was Moneythink's biggest year yet. We're excited to share with you our greatest achievements to date and a preview of what's to come.

    You Can Change a Life Today

    Consider supporting Moneythink during back-to-school season this fall. It would mean the world to us and our students if you would make Moneythink a philanthropic priority this year, and into the future.