The Partners
Patrick Belica (co-founder in 2007), Mark Weadick (joined in 2008), and Grant Carwile (initially joined in 2014) have worked together for many years. All three are former investment bankers with over 100 years combined experience. All three are hands-on, actively involved in the day-to-day delivery of client work.
Patrick B. Belica
Managing Director & Partner
Grant Carwile
Managing Director & Partner
Mark Weadick
Managing Director & Partner
ABOUT US
How We Work
We are a client-centric advisory firm dedicated to the student loan space. Our independence and experience are our distinct advantage. We have no economic incentives other than providing the best possible strategic and financial advice to our clients.
Our three partners are the primary relationship managers for all of our clients and are deeply involved in the day-to-day delivery of our work. The hallmarks of our service delivery are our tell-it-like-it-is frankness, a powerful belief in the role and importance of our clients’ work and our role in making education financing possible.
