Equity Research Coaches, Events, and Resources

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.

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!

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive field of equity research. As a former High Yield Credit Research Analyst at Franklin Templeton, I worked closely with the Director of Research and led recruiting efforts at UC Berkeley, giving me deep insights into what top firms are looking for in candidates. At Berkeley Haas, I've also led and coached numerous teams at top stock pitch competitions, where we placed 3rd at MIT Sloan, 2nd at Chicago Booth, 3rd at UNC Alpha Challenge, and 1st at Berkeley Haas. Additionally, my role as a Finance Instructor at UC Berkeley, where I taught over 300 undergraduates, has honed my ability to convey complex financial concepts clearly and effectively. Whether you're looking to refine your technical skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and craft a strategy to achieve your career goals in equity research!

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!

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! With over two decades of experience as a Managing Director in Investment Banking at top firms like Morgan Stanley and Bank of America Merrill Lynch, I have a deep understanding of the interview process for Equity Research and have coached over 20 candidates into equity research positions on both the sell side and the buy side.

I provide strategic career coaching for early-career graduates and mid-career professionals seeking to pivot into equity research, with a specialized focus on candidates from non-traditional 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 three 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.

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'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 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!