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Board of Directors

Jordan Burick (Founder & President)

Jordan founded PWS in 2024. He is currently a Partner and Executive Film Producer at Traction Pictures, Board Treasurer at NY-and-NJ-based 501(c)(3) FAN4Kids, Fractional CFO and Strategic Advisor to mid-sized companies, Content Creator (30K+ followers), Investor, Public Speaker, and Award-Winning Financial Educator. Previously, he began his career in Investment Banking at Jefferies before shifting to Private Equity at Palladium Equity Partners. Jordan attained a BSBA from UNC Chapel Hill Kenan-Flagler, where he graduated with highest distinction.

Justin Guthrie, CFA (Board Chair)

Currently CFO and Head of Client Relationships at BlueFlame AI, Justin brings two decades of experience servicing the asset management industry across multiple spectrums. He spent the last 19 years at ACA Group and its predecessor companies. While at ACA, Justin oversaw the Performance Services business for 10 years, acquiring two key competitors and driving substantial growth. Most recently, he led key transformational strategies as COO. Justin holds an M.S. in Accounting from the University of Tennessee and is a CFA charter holder.

David Gatchell

David Gatchell

David Gatchell

Entrepreneur | #1 Best Selling Author

Renowned Financial Literacy Advocate

Fellgroup (Est. '06) • Founder, President

Sam Mosser

David Gatchell

David Gatchell

PWS • Chief Operating Officer

Goldman • Investment Manager

The Wharton School • MBA ‘24

Ryan Scott

David Gatchell

Trey Tanjuatco

Carlyle • Incoming PE Vice President

Harvard Business School • MBA ‘25

Morgan Stanley • IB Analyst (FIG)

Trey Tanjuatco

Trey Tanjuatco

Trey Tanjuatco

BCG • Consultant (Consumer)

BCG • CEO Ambassador

Peyton Burns

Trey Tanjuatco

Peyton Burns

Advent • PE Associate

Moelis • IB Associate

Lance Won

Trey Tanjuatco

Peyton Burns

Leerink • IB Vice President

Barclays • IB Associate

Michael Dean

Olivia Clark, JD

Trevor Gillogly

TruArc • PE Sr. Associate

Jefferies • IB Analyst

Trevor Gillogly

Olivia Clark, JD

Trevor Gillogly

Atlantic Street • PE Associate

J.P. Morgan • LevFin Analyst

Olivia Clark, JD

Olivia Clark, JD

Olivia Clark, JD

BL&H • Civil Rights Associate

U.S. Court of Appeals • Atty.

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