Andrew Glaze, CFA
CFA Coach | Columbia MBA, West Point Graduate & Former PE/Hedge Fund Invest
Studied at Stanford University
Works at AI Vision
Questions? Start chatting with this coach before you get started.
Andrew's Offerings
Custom hourly · $125/hr
Get help with Alternative Investments, Corporate Finance, and .
Andrew also coaches for Private Equity, Investment Banking, AI for Sales & Marketing, and Asset Management. View all.
Andrew’s CFA Qualifications
Coaches professionally
I am a CFA charterholder, Columbia Business School MBA, West Point graduate, former private equity and hedge fund investor, and public-company board director. I have spent my career applying the same finance, accounting, valuation, portfolio management, ethics, economics, and investment analysis concepts tested in the CFA program in real investment and corporate situations. I also have formal tutoring and test-prep experience, including prior work teaching for Kaplan in GRE and SAT preparation. My coaching style is practical and structured: I diagnose where a candidate is struggling, simplify difficult concepts, connect theory to real-world investing examples, and build a study plan focused on retention, exam performance, and confidence under time pressure. I am especially strong with candidates who need help turning dense CFA material into plain-English understanding, improving problem-solving speed, and connecting formulas to intuition. I can coach across core CFA areas including ethics, quantitative methods, economics, financial statement analysis, corporate issuers, equity, fixed income, derivatives, alternatives, portfolio management, and exam strategy.
Andrew can help with:
Alternative Investments
Corporate Finance
Equity Investments
Financial Reporting and Analysis
Fixed Income
Test Prep Strategy
Andrew also coaches for Private Equity, Investment Banking, AI for Sales & Marketing, and Asset Management. View all.
About Andrew
My background is a combination of military leadership, institutional finance, entrepreneurship, and coaching. I graduated from the United States Military Academy at West Point, served as an Army officer, earned my MBA from Columbia Business School, and became a CFA charterholder. Professionally, I have worked across investment banking, hedge funds, private equity, family office investing, capital markets, and public-company board service. I have also founded and built businesses, advised companies, raised capital, evaluated investments, and worked with executives, entrepreneurs, investors, and students at different stages of their careers.
Why do I coach?
coach because I enjoy helping talented people turn ambition into practical progress. Early in my career, tutoring for Kaplan and The Princeton Review taught me how powerful the right explanation, structure, and encouragement can be. Since then, I have mentored students, professionals, founders, and finance candidates who needed help clarifying their goals, strengthening their skills, and communicating with more confidence. My coaching style is direct, practical, and supportive. I do not believe in generic advice. I try to understand where someone is starting, what they are trying to achieve, and what is blocking them. Then we build a clear plan, strengthen the fundamentals, practice the hard parts, and connect the work to real-world outcomes. Whether I am coaching finance, private equity, asset management, CFA preparation, AI for business, or career development, my goal is the same: help clients think more clearly, perform better under pressure, and move closer to the opportunity they want.
Work Experience
Chief Executive Officer
AI Vision
March 2024 - Present
I help founder-led property management and real estate service firms replace unpredictable referral-based growth with AI-powered, relationship-first prospecting. Victory Vision is designed specifically for operators who: • Want to surface high-value property owners quietly • Refuse to use spammy marketing tactics • Need growth systems that preserve trust and reputation The model is sponsor-led, hands-on, and aligned—no long-term contracts, no headcount expansion, no generic automation. Start your free trial: https://www.victoryvision.app/signup Integrated Marketing, AI Marketing & Automation and +4 skills
Chief Investment Officer
Equitable Capital
December 2022 - Present
As Chief Investment Officer at Equitable Capital, I lead with a vision to transform potential into prosperity. With a keen eye on the evolving media landscape, my goal is to identify and nurture opportunities that promise not just returns, but revolutionary growth. My journey, enriched by a profound partnership with Soo Kim and Standard General, is marked by 18 years of navigating the complexities of media-focused private equity. At Equitable Capital, we believe in the power of collaborative growth. Our approach is not just about investing capital; it’s about investing in people and their visions. For investors, I offer a path to participate in innovative ventures that are reshaping the media industry. Our strategies are designed to maximize value, ensuring your investment contributes to groundbreaking developments in the sector. For small business owners, partnering with Equitable Capital means more than financial support. It's about gaining a strategic ally who understands the intricacies of your business and the industry. We bring a wealth of experience, resources, and a network that can elevate your business to new heights. Our commitment is to work alongside you, turning your entrepreneurial dreams into reality. Join us at Equitable Capital, where investment meets innovation, and together, let's shape the future of media. Securities Offered by FNEX Capital, LLC, Member FINRA and SIPC, Equitable Capital and FNEX are not affiliated. Financial Analysis, Private Equity and +4 skills
Founder/CEO
Wealth Stack
December 2020 - December 2023
As CEO of Wealth Stack, I spearheaded the development of an SEC-registered FinTech platform, leveraging AI and ML to optimize capital allocation between 200 financial partners and diverse, Veteran-led businesses. Orchestrated a $1.5M funding round, built a 12-member team, automated transaction workflows, and fostered key partnerships. Analytical Skills, Financial Analysis and +6 skills
Board of Directors
No B.S. Internet 300 | Fiber Powered Internet
December 2019 - Present
As the Diversity & Inclusion Chair at MEDIACO HOLDINGS (NASDAQ: MDIA), a traditional media conglomerate, I played a pivotal role in the sale of Billboard assets, oversaw public filings, and led workforce diversification efforts. I formulated comprehensive diversity policies. Private Equity, Strategic Planning and +4 skills
Founder and Chief Investment Officer
Shiro
June 2019 - Present
Shiro Capital is a family office based in Los Angeles, California. Shiro makes control and minority investments in high-quality businesses with defensible moats, recurring revenue, and consistent, across cycle, free cash flow generation. Analytical Skills, Financial Analysis and +11 skills
Managing Director
claar-advisors.com
September 2014 - June 2016
Lead investments in the technology and consumer sectors. Extensive experience in portfolio management and individual security analysis (creating detailed company financial models and interacting with company management and senior industry executives). Built three statement financial models reflecting the impact of long term secular trends on future year financials to assist in generating investment ideas that outperformed benchmark indices. Also sourced and evaluated a number of private and venture investments.
Associate / Senior Associate
Merrill Lynch
September 2007 - May 2009
At Merrill Lynch, I served as an Investment Banking Associate in the Consumer and Leveraged Finance Groups. My role involved collaborating with senior management and clients to analyze and structure various financial transactions within the Leveraged Finance and Consumer group, including mergers, acquisitions, divestitures, leveraged buyouts, sales, IPOs, and recapitalizations. I notably contributed to the IPO/sale process for EDMC, a high-growth education software company.
Education
Stanford University
Directors' College
2018 - 2018
Financial Advisory
Columbia Business School
MBA, Finance
2005 - 2007
I am a close friend of the Columbia Business School Admissions committee.
United States Military Academy
Bachelor of Science - Computer Science
1996 - 2000
Stuyvesant High School
Diploma, Computer Science
1992 - 1996