Equity Research Coaches, Events, and Resources

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!

Welcome to my profile! With a robust background in finance and equity research, I bring a wealth of experience to my coaching practice. As an Associate Director at UBS, I honed my skills in equity valuation and portfolio development, and now serve as an Equity Research Analyst at Decade Renewable Partners. My academic journey includes an MBA in Finance and International Business from the W. P. Carey School of Business at Arizona State University and a BS in Economics from the United States Air Force Academy. I have successfully coached 5 individuals, helping them navigate the complexities of equity research and achieve their career goals. Whether you're looking to break into the field or advance your current position, I'm here to provide tailored guidance and support. Let's connect and chart your path to success in equity research!

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.

I have a strong background in Private Equity, but recruited for equity research extensively while I was in school, and also helped multiple people into their own buyside and sell-side equity research roles.

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 work with clients across different career stages—from mid-career professionals looking to pivot into equity research, to early-career graduates, particularly those from STEM backgrounds. My mentees have gone on to secure highly competitive roles at leading equity research and venture capital firms. I bring over three years of hands-on experience in equity research and corporate development, spanning both large institutional and high-growth startup environments. This includes covering SMID Biotech / Healthcare at Goldman Sachs as well as in corporate development at a venture-backed startup with over $650M in funding. This dual perspective allows me to offer practical, market-relevant guidance grounded in how investment teams and operators actually evaluate talent.

I spent 3.5 years at HOLT's Credit Suisse equity research team where I started as an analyst and eventually, associate. I was a hiring manager for the last 2 years for the US Sector Specialist team and recruited, interviewed, and hired ~8, 6 month co-ops per year.

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I spent the last 8 years in the hedge fund world with roles at Citadel and Echo Street (~$15bn long short and long only manager) focusing on both public equities and private growth equity investments. I have spent time in both long-duration strategies with a focus on business quality and shorter-duration modelling-intensive strategies. I started my career at Goldman Sachs in Investment Banking. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer. My approach is personal. I can help candidates break into hedge funds, growth equity and investment banking roles including deep dives into stock ideas, thesis crafting and conviction, valuation and risk analysis and mock interviews. I can also help with crafting resumes, behavioral and technical preparation. I can also help with deep dives also can help candidates prepare for the day to day rigor of working in the hedge fund and investment banking industry. If you are looking for honest and candid feedback from someone with significant industry experience I'm happy to help.

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!