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Taylor M

- Research Program Mentor

MBA candidate at Northwestern University

Expertise

General Finance, General Business, Private Equity, Venture Capital, Asset Management

Bio

With a background spanning finance, business, and education, my academic passion lies in fostering equity within financial services careers and personal finance education. Over the past six years, I've been deeply involved in teaching middle school, high school, and college students through a nonprofit I co-founded, focusing on financial literacy. As well, I was serving as an economics teacher in collaboration with Junior Achievement. Additionally, my experience includes roles as a portfolio manager at JP Morgan and an investor in private equity and venture capital at Fairview Capital Partners. Additionally, I've dedicated four years to mentoring students through programs like Sponsors for Educational Opportunity and Management Leadership for Tomorrow, aiming to guide young minds towards successful careers in finance. Beyond my professional endeavors, my personal interests and hobbies reflect a diverse range of passions. When I'm not immersed in financial education, you can often find me enjoying brunch outings with friends, exploring new destinations through travel, tackling scenic hiking trails, or indulging in creative pursuits like painting and writing poetry. I am excited to be apart of the Polygence team and looking forward to working with you.

Project ideas

Project ideas are meant to help inspire student thinking about their own project. Students are in the driver seat of their research and are free to use any or none of the ideas shared by their mentors.

The Impact of Financial Literacy Education on High School Students' Knowledge and Behavior: A Quantitative Analysis

A project idea could involve conducting a longitudinal study to explore the impact of financial literacy education on high school students' financial behaviors and decision-making. The project would begin with designing a research methodology, including defining specific research questions such as: How does financial literacy education influence high school students' knowledge of personal finance topics? What are the behavioral changes in students' financial habits after receiving financial literacy education? Are there demographic or socioeconomic factors that influence the effectiveness of financial education programs? What are the long-term effects of financial literacy education on students' financial well-being post-graduation? Students would then design surveys and assessment tools to gather quantitative data from a sample of high school students before and after participating in a financial literacy program. Qualitative methods such as interviews or focus groups could also be employed to gain deeper insights into students' perceptions and experiences. Throughout the project, students would analyze the collected data using statistical techniques to draw conclusions and identify correlations between financial education and behavioral outcomes. The findings could be presented in a comprehensive research report, highlighting actionable insights for educators and policymakers aiming to improve financial literacy education in schools.

Teaching experience

I have over six years of teaching and mentorship experience. I taught Economics to over 100 middle and high school students and co-founded a nonprofit teaching financial literacy to over 300 high school and college students. Furthermore, I have been a career mentor for organizations such as Sponsors for Educational Opportunity and Management Leadership for Tomorrow. As a career mentor, I have mentored over 50 students seeking careers in finance and have received internships and full-time opportunities at Goldman Sachs, Wells Fargo, JP Morgan, and Blackstone.

Credentials

Work experience

Fairview Capital (2021 - 2024)
Private Equity Fund Investor
JP Morgan (2019 - 2021)
Portfolio Manager

Education

The University of Texas at San Antonio
BBA Bachelor of Business Administration (2020)
Finance
Northwestern University
MBA Master of Business Administration candidate
Finance

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