Equity Research Coaches, Events, and Resources

Welcome to my profile! I specialize in helping students and early-career professionals break into Equity Research and Asset Management roles at leading investment firms. My background combines buy-side research experience, institutional investing exposure, and extensive teaching and mentorship, giving me a practical understanding of how top investment firms evaluate candidates. I previously worked as a High Yield Credit Research Analyst at Franklin Templeton, one of the world’s largest asset managers. In this role, I analyzed leveraged companies and investment opportunities across multiple industries and worked closely with the firm’s Equity Research Director of Research. Through that relationship, I helped support equity research recruiting efforts at UC Berkeley, reviewing candidates and helping identify strong analyst prospects. This experience gave me direct insight into how leading asset managers evaluate equity research candidates. I have also worked closely with buy-side teams in training settings. I helped train incoming Equity Research and Credit Research Associates at Dodge & Cox, one of the most respected long-term fundamental investment firms. This experience further deepened my understanding of how analysts are trained to think about businesses, valuation, and long-term investment theses. In terms of sector exposure, I am particularly familiar with Healthcare, Telecommunications, Renewable Energy, and Restaurants, and I regularly work with candidates preparing stock pitches and research reports across these industries. At Berkeley Haas, I have coached and led teams in major global stock pitch competitions, achieving strong results against leading MBA programs: 1st Place – Berkeley Haas Stock Pitch Competition 2nd Place – Chicago Booth Stock Pitch Competition 3rd Place – MIT Sloan Stock Pitch Competition 3rd Place – UNC Alpha Challenge Through my coaching and mentorship, students I have worked with have gone on to roles at leading asset managers including PIMCO, BlackRock, Fidelity, Harris Associates, TCW, T. Rowe Price, Neuberger Berman, ClearBridge, and Franklin Templeton. In addition, I served as a Finance Instructor at UC Berkeley, where I taught financial analysis and valuation to 300+ undergraduate students, developing a structured approach to explaining complex financial concepts and investment frameworks. I help candidates prepare for Equity Research and Asset Management recruiting, including: • Stock pitch development • Investment thesis construction • Valuation and financial modeling • Research reports and investment memos • Buy-side interview preparation • Industry and company analysis frameworks My goal is to help you think like an investor — not just pass interviews — so you can confidently communicate investment ideas and stand out in competitive Equity Research recruiting.

Welcome to my profile! With over five years of experience as a US Equity Associate Analyst at T. Rowe Price, I have honed my skills in fundamental equity research, financial modeling, and industry analysis, particularly in the Technology, Media, & Entertainment sectors. My journey began with an internship at T. Rowe Price, which led to a full-time role where I supported senior analysts and portfolio managers. I also gained valuable insights into quantitative investing during my time at BlackRock, and these skills have been integrated into my investment process. I am passionate about mentoring aspiring equity researchers and helping them navigate the complexities of the industry. If you're looking to break into equity research or enhance your skills, feel free to reach out for personalized guidance and support!

Investment management professional focused on holistic portfolio construction and the integration of financially material environmental, social, and governance factors into investment decision‑making. Experience across North America, APAC, and Latin America, spanning public markets and diverse regulatory and market environments. Background in management consulting and portfolio management. Previously responsible for USD 600M+ in assets under management for mutual funds and discretionary mandates.

Welcome to my profile! I work as an Equity Analyst at Point72 and previously at Goldman Sachs. Over the years, I've successfully coached individuals for junior banking, asset management, hedge fund roles as well as top university admissions. I can help you navigate the application process, master stock pitches, handle all types of interviews and crack case studies.

I provide strategic career coaching for students, early-career, and mid-career professionals seeking to pivot into equity research, with a specialized focus on candidates from non-finance and STEM backgrounds. Having successfully transitioned from a PhD in Biomedical Engineering to an Associate role at Goldman Sachs, I offer first-hand, tactical insights into how technical experts can effectively translate their skills for the financial markets. My professional background spans over four years across institutional finance and corporate strategy. This includes SMID Biotech coverage at Goldman Sachs and corporate development at a venture-backed startup with over $650M in funding. Based on these experiences, I provide guidance that is deeply grounded in how investment teams and operators evaluate talent. To date, my clients have successfully leveraged my coaching to secure competitive roles at leading equity research and venture capital firms. Whether you are navigating a mid-career transition or launching your professional path after graduation, I am committed to serving as a dedicated partner and strategic resource throughout your journey into equity research.

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.

I started as an analyst for the first two years and was promoted to associate on the number one-ranked team in the Extel (formerly Institutional Investor) poll for 2023-2025.

Few coaches have sat in every seat of the equity research world. I spent a decade on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 Best Analyst in Japan five years running — an award voted by the institutional clients every analyst must win. I then crossed to the buy side, running my own book as a portfolio manager and generating ideas on a Japan pod at Millennium, and founded an allocation practice that conducted due diligence on 100+ fund managers globally. I know first-hand how research is produced, consumed, judged and paid for — at every level of the industry. I've also developed people throughout that journey: leading CLSA's regional transport research team, co-founding an SFC-licensed asset manager, and mentoring junior analysts along the way. And I'm still at the coalface — today I design AI-augmented research workflows in daily use, so my guidance reflects where this profession is heading, not where it's been. If you're serious about building a career in equity research, I've walked the full road ahead of you — let's talk about yours.