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! 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.

Welcome to my profile! As an Equity Research Associate at Wasatch Global Investors, I have experience analyzing domestic and international companies, interviewing top management teams, and conducting fundamental, bottom-up business analysis used to make investment decisions. I have also gone through the interview process with many of the industry's top firms and have a bank of interview questions (behavioral and technical), model tests, and networking tips. If you're looking to join the industry or enhance your skills, feel free to reach out—I would love to help you succeed!

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!