Equity Research Coaches, Events, and Resources

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.

Welcome to my profile! With a strong foundation in finance from CUNY Baruch College and hands-on experience as an Equity Research Associate at Jefferies, I am well-equipped to guide you through the intricacies of breaking into the equity research field. My time at J.P. Morgan, where I worked with hedge funds and private credit, has honed my analytical and presentation skills, which I now leverage to help aspiring professionals excel in their careers. Whether you're looking to master financial modeling, enhance your presentation skills, or navigate the recruitment process, I'm here to provide personalized coaching tailored to your needs. Let's connect and chart a path to your success in equity research!

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 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.

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!