Professional portfolio showcasing my experience, certifications and projects.

Kurt Imon | Linktree

Resume 

Certifications

Quinnipiac Global Asset Management Education Forum 

Institute of Management Accountants 2025 Student Leadership Conference

Northeastern Intercollegiate Sales Competition 2024

Co-developing IW Capital with Patrick Wilkinson under the mentorship of Dr. Jeff Binczyk and with support from the Larry Friedman Center for Entrepreneurship. IW Capital is a modern, independent private wealth advisory and multi-family office serving HNW and UHNW families, entrepreneurs, and legacy-minded clients. As Managing Director, I will lead strategy and execution across planning, investment advisory, and client relationships. Our mission is to unify all aspects of wealth into one coordinated platform for long-term stewardship and generational success. Services include tailored planning and relationship management; tax mitigation, gifting, and equity comp; trust structuring and multigenerational estate planning; investment management (public and private); family office services (bill pay, concierge, legal coordination); and succession planning with family governance. We aim to redefine boutique advisory with conflict-free, fiduciary-aligned solutions beyond portfolio returns.

Imon & Wilkinson Capital 

Project: IW Capital | Private Wealth Management

Delivered a slide deck presenting sector view, PNC positioning, valuation outputs, and key metrics (CET1, NIM, efficiency ratio, dividend yield). Summarized DCF and comp results, base/bull/bear scenarios, catalysts, and risks. Presented a concise buy or sell call supported by visuals and speaker notes.
Skills/Tools: PowerPoint, FactSet, Excel, data visualization, presentation

Stock Pitch Presentation: PNC

Project: Stock Pitch Presentation: PNC

Authored a full research report on PNC covering revenue mix, capital structure, funding, operating efficiency, and sector trends. Built a DCF and peer comps in FactSet and Excel; applied PESTLE, SWOT, and ratio analysis. Assessed interest rate sensitivity, CET1 capital, dividend policy, and key risks. Developed base, bull, and bear scenarios and a clear investment thesis with catalysts and monitoring items.
Skills/Tools: FactSet, Excel, DCF, peer comps, ratio analysis, PESTLE, SWOT, financial writing

Project: Investment Thesis on PNC

Kurt Imon

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