Liam Wholey is an Investment Banking Analyst at Evercore, a position held since June 2024, following a role as an Investment Banking Summer Analyst at the same firm from June to August 2023. Prior experience includes serving as a Senior Analyst at Polar Investment Club and working in the Private Client Group/Wealth Management division at Janney Montgomery Scott LLC from December 2021 to July 2022. Liam Wholey has gained expertise in various financial tools and strategies, including financial planning software, block trading systems, tax optimization, portfolio design, and client interactions. Furthermore, Liam Wholey completed a workshop with Wall Street Prep focusing on M&A and LBO analysis, along with financial modeling and accounting. Educationally, Liam Wholey holds a Bachelor of Arts in Economics from Bowdoin College, with prior education at La Salle Academy Rhode Island.
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