ChimneyCapital

Founder

LGT – Private Banking und Asset Management

Providing wealthy individuals, entrepreneurial families and private foundations with tailor-made wealth management solutions. Helping them to achieve their financial goals, preserve wealth over generations, and invest alongside the Princley Family.

Relationship Manager | Associate Director

Worked with HNWI & UHNWI clients within the domestic Austrian market providing them with the full range of wealth management services

Acted as intermediary between clients, client advisor and back office
Security transaction processing within all major asset classes & financial instruments (equities, bonds, structured products, FX, derivatives etc.) 
Client meetings in collaboration with client advisors 
Worked on investment proposals within a portfolio management context

Client Account Manager | Wealth Management

MP Corporate Finance

Worked on international buy-side & sell-side projects especially within the plastics and packaging & automotive plastics industry

Client meetings & workshops
Setup and maintenance of virtual data rooms
Teaser & information memorandum preparation
Pitch-Presentations (Buy-Side, Sell-Side)
Financial Modeling
Business Development

Analyst | Mergers & Acquisitions

UniCredit Bank Austria AG

4-month internship in Corporate and Investment Banking Division in the MNC Multinational Corporates Unit - directly supervised by the Global Account Manager. 

Share of Wallet Analysis
Pitch Book & Meeting Memo Preparation
Company Research (Industry, Competitors, Financials)
Profitability Evaluation 
Customer Relationship Management
Financial Modeling
Organizational Tasks

Intern | Corporate & Investment Banking, Multinational Corporates

Anna Theres Stern

Chimney sweeping services
In charge of daily business operations (e.g., staffing, annual heating system inspection, report drafting & preparation) 
Oversight of construction projects (coordination of involved parties, e.g., architects, construction managers, government authorities)

Master Chimney Sweep

Rudolf Tomicich

Chimney Sweep

Apprenticeship Chimney Sweep

Österreichisches Bundesheer (Austrian Armed Forces)

Basic Military Service

I've worked 6+ years in Investment Banking & Wealth Management, advising multi-millionaires on M&A transactions and how to invest their money in the capital markets. 

Meeting incredibly fascinating individuals and peek behind doors that remain closed to most. 

Two things all these people had in common: 

→ First, they were entrepreneurs 
→ Second, they set goals that seemed unattainable at first glance

Which leads to the question: 

How did I end up there?

I wasn't born into this world, nor did I have wealthy parents or an impressive network. I grew up in modest circumstances in a working-class family in Vienna, raised without a father in a social housing project.

What would you do if you were given the opportunity to completely reinvent your life?
​
That was the burning question in my mind when I dropped out of school to become a chimney sweep for a living. I was clueless about my next move, but I knew one thing for sure: I craved more. 

More success, more wealth, more freedom.
 
I embarked on a wild adventure that plunged me into the infamous world of investment banking. But that wasn't the end of the story—it was just the beginning.

I even wrote a book about it, sharing the rollercoaster ride of my journey and the key principles that helped me break into Wall Street without any industry experience or a target university degree. 

School Dropout, Chimney Sweep, Investment Banker — That’s My Story.

Are you ready to write yours?

-> Link in my bio.

taplio