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Miguel Gutierrez
8+ years in investment industry, $700M invested
I have over eight years of experience in the investment industry, where I've invested $700M across private equity, venture capital, hedge funds, and public equity. I've had the privilege of interviewing and investing with some of the world's most successful investors.
Book a Free 30-min SessionWhy I Mentor
In all my roles, I've loved working with college students and those early in their careers, helping them learn about investing. I find it deeply rewarding to see the impact that mentoring can have on their personal lives and their families, especially when it comes to personal finance. I've also coached through programs like Girls Who Invest and Sponsors for Educational Opportunity, helping students build authentic stories, take on leadership roles, and create thoughtful action plans.
Work Experience
Career Coach
SEO (Sponsors for Educational Opportunity)
Feb 2022 – Present • New York, New York
Coaching students through career development programs, helping them build authentic stories and create thoughtful action plans.
Founder
Plum House Investment Management LLC
Mar 2022 – Present • New York, New York
Founded and managing investment management firm focused on strategic investment opportunities.
Investment Principal
George Kaiser Family Foundation
May 2023 – March 2025 • Tulsa, Oklahoma
Led investment strategies and portfolio management for one of the largest private foundations in the United States.
Investment Associate
Fremont Group
Feb 2021 – Mar 2023 • San Francisco, California
Conducted investment analysis and due diligence across multiple asset classes for family office investments.
Investment Analyst
The Andrew W. Mellon Foundation
Feb 2019 – Feb 2021 • New York, New York
Analyzed investment opportunities and supported portfolio management for the foundation's endowment.
Investment Analyst
Salient Partners
Jun 2017 – Jan 2019 • Houston, Texas
Performed investment research and analysis for alternative investment strategies.
Education
Southern Methodist University
BBA, Finance
Advanced degree in Finance with focus on investment management and financial analysis.
Ready to Start Your Investment Journey?
Book a free 30-minute consultation with Miguel to get personalized guidance on investing, career development, and building your finance knowledge.
Schedule Your Free Session