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!

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.

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 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!