Equity Research Coaches, Events, and Resources

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!

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!

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!

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.