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$98 hourly
Ross A.
- 5.0/5
- (19 jobs)
Ross is a non-practicing attorney who has helped executive leadership, and diverse, mission-focused organizations navigate through pivotal moments – such as scaling for growth, merger, and transformation programs – while integrating cultural, strategic, and operational initiatives. Experience includes forging strong partnerships to drive executive vision, enhancing performance through effective growth strategies, and leading cross-functional teams through Agile methodologies to achieve value creation with significant improvements in business efficiency and cost reduction.

Investment Research
AI Consulting
AI Builder
AI Bot
Sales
Financial Analysis
Business Strategy
Microsoft Power BI
Financial Model
Strategic Planning
Executive Support
Data Modeling
Machine Learning
Business Operations
Due Diligence
$65 hourly
Samuel H.
- 4.9/5
- (84 jobs)
Earlier in July, 2024, I began work as a part-time Analyst at Ampicap, a hedge fund in England. This firm started Quantfluence, which includes Jim Simons of Renaissance Capital, as well as Cathie Wood and Martin Coward among its associates. Starting in May, 2021, I began work as an Asset Manager for a retired Partner from a leading law firm in Chicago, where I still work as a consultant. During the summer of 2020, I began work as a portfolio manager and Consultant for a $500,000.00 equities portfolio held by an oil executive residing in Texas. During this time, I grew our portfolio in excess of 9% per month. I have also passed the TopStepTrader challenge (futures day trading) in Chicago five times. The folks at TopStepTrading have agreed to verify this. Since November, 2022, I have been working part-time as an Analyst for Humphreys Capital, among other firms. I am a dual Irish/American citizen, so I have no need for working papers. From October of 2019 to September, 2020, I was working as a research report writer for Aquamarine Capital, a hedge fund in Zurich. Recently, I wrote an ebook about real estate crowdfunding. I studied Economics at the University of Chicago, where I earned my degree in European Languages. I have six years’ experience at the CBOT and the CME as a Floor Trader, Floor Broker, Options Floor Trader, Upstairs Trader, Trade Analyst, and back office Trade Checker in the Financial, Currency, grain, interest rate, stock index futures and options markets.ETF and options markets. I have a solid active understanding of these markets. I was also a top staff writer at IndexFunds.com, arguably the number one source for information on Indexing and ETFs. This company is now called "IndexUniverse.” Also: • I co-authored the educational portion of the Charles Schwab website, authoring the courses "Asset Allocation" and "Selecting a Mutual Fund." Before my ventures into the markets, I taught foreign languages for four years at Brown University and Phillips Academy, Andover; I also lectured in European history at Brown. Of course, nobody sweats the grammatical details like a Latin teacher. In 2013, I completed a total reworking of a website for Morgan Stanley. Recently, I have written an eBook for Baron Capital Management, in New York. Before that, I worked as a Web Strategist, Marketing Analyst, and Copywriter for futuresknowledge.com in Edmonton, Alberta. I have written about 20 of the articles on this site. My formal education in Finance, Economics, and global markets continued at the Chicago Board of Trade Institute of Finance, where I completed three years of study, completing 10 courses, among them Financial Futures, Finance, and Advanced Options.

Investment Research
Academic Writing
Financial Writing
SEO Keyword Research
Financial Analysis
Proofreading
Content Management
Article Writing
Article Spinning
$175 hourly
David E.
- 5.0/5
- (14 jobs)
Strategic Advisory for Startups & Early-Stage Companies I've spent thirty years on both sides of this equation - building my own ventures and evaluating investment opportunities for private equity firms and family offices. This dual perspective helps me guide startups through the critical decisions that determine long-term success. What I focus on: I help early-stage companies develop their strategic direction and prepare for capital raising. This includes refining your business model, building financial projections that investors believe, and positioning your company for successful funding rounds. My private equity background means I know what makes investors say yes. I've seen thousands of pitches and know the difference between companies that get funded and those that don't. I can help you tell your story in a way that resonates with sophisticated capital providers. Recent work: Recent projects have included work with companies in insurtech, cooling solutions for AI chips, and data analytics and valuation services. I helped one startup secure selection to Lloyd's Lab accelerator program, structured a partnership with Fortune 500 company, and develop the strategic frameworks that support sustainable growth. The focus is always on building long-term value, not just raising the next round. If you're building something significant and want strategic advice from someone who's been on both sides of the investment table, let's talk.

Investment Research
Business Plan
Mergers & Acquisitions
Business Valuation
Business Consulting
Stock Option Agreement
Venture Capital Consulting
Business Analysis
Investment Strategy
Strategic Plan
$200 hourly
Dylan J.
- 5.0/5
- (8 jobs)
Finance & Accounting professional with a wide range of experience: - MBA and CFA charterholder (deep & broad financial knowledge) - Former Goldman Sachs analyst (skills: investment research & financial modeling) - Chicago Family Office (managed assets of high net worth clients) - Investment research & portfolio management (stocks, bonds, funds, real estate, derivatives, crypto) - Angel Investor (due-diligence & advising/consulting startups on strategy & financial metrics) Highly proficient at investment/market research, financial modeling & analysis, and business consulting. Also skilled at general data analysis, simple workflow automations, and data visualization. If I don't know something: first I'll admit it, then I'll figure it out (or help you find someone who can)! Hobbyist ultramarathon runner, aspiring Ironman. New dad trying to balance being a present father with my own ongoing professional development.

Investment Research
Accounting
Due Diligence
Business Consulting
Financial Consulting
Startup Consulting
Data Analysis
Financial Analysis
$50 hourly
Patrick G.
- 4.9/5
- (5 jobs)
I have spent more than 30 years in the Financial Services industry as an analyst, investment manager, and financial planner. I managed a comprehensive $8 billion dollar investment portfolio comprised of fixed income (mortgages, corporate bonds, municipal bonds) and stocks. I was one of the first in the insurance industry to utilize stock options to mitigate common stock risk. I became a Financial Planner and earned my Series 6, 7, 63, and 65 designations, as well as RIA certification. For more than 40 years I have also been on the faculty of North Central College, teaching a broad array of finance and economics courses at both the graduate and undergraduate levels. My biggest pleasure comes from giving my students a competitive advantage in the industry by bridging the gap between academic theory and real world application.

Investment Research
Market Analysis
Writing
Economics
Finance
$156 hourly
Kyle H.
- 3.1/5
- (5 jobs)
I provide signals with 95%+ success rate. Precise pivots for entry and exit for weekly and monthly options trades. Minimum of 100% annual return on stock positions. Covered Call and Naked Puts selling premium to generate income and reduce cost of entry. Chartist, Stocks & Options trader. Technical analyst with unwavering focus on precise entry/exit strategies. Success trading highly liquid asset classes (SPY, QQQ, DIA, EURUSD, BTCUSD, TSLA, AAPL…) ● Focused - demystified charting patterns ● Deep in the money Call/Put strategies to capitalize on macro-pivots to reduce cost of stock ownership ● Precise micro-pivot points to take advantage of changes in intraday trends for weekly income ● Portfolio evaluations to include macro and micro analysis, call options writing opportunities ● Weekly and Monthly Stock Options plays include micro analysis for 100%+ ROI ● Naked Puts to discount cost of stock ownership ● Forex, Crypto and commodities as well Looking for partnership opportunities and short term collaborations. FTMO/PROP welcome for fee Disclaimer: I am not a registered financial advisor. My research is not financial advice.

Investment Research
Online Financial Trading
Investment Portfolio Review
Financial Risk
Stock Market
Financial Trading
Derivatives Trading
Trading Strategy
Stock Price Prediction
Portfolio Management
Forex Trading
Financial Analysis
Investment Strategy
Technical Analysis
$175 hourly
Vince D.
- 0.0/5
- (0 jobs)
I am the founder of RISE Investments, an independent fiduciary wealth management firm. While I allocate the majority of my time to serving as a financial advisor for RISE's client's, I am also responsible for the company's business operations, service line offerings, and alternative investment manager/fund selection. I am committed to fostering an innovative and client success focused culture to help bring prosperity and well-being to my clients. I specialize in helping individuals, families, and businesses achieve their financial goals through personalized wealth management strategies. With a deep understanding of financial markets, financial planning, tax reduction strategies, and estate planning, I provide tailored advice designed to help my clients grow, protect, and optimize wealth over the long term. My approach goes beyond just managing investments; I focus on building lasting relationships and delivering comprehensive financial solutions, from retirement planning and estate management to tax-efficient strategies and ESOP optimization. My goal is to empower my clients with the knowledge and tools they need to make informed decisions, ensuring financial peace of mind for today and the future. Being a life-long guru of investing and methods to achieve financial freedom and success, I started RISE Investments in February 2019 as a part-time endeavor to provide tax and cost-efficient investment management and financial solutions to my friends and family members. In November 2024, I transitioned to focus my full-time efforts on RISE. Prior to dedicating my career to my business, I spent seven years in the real estate private equity industry at Origin Investments. During that tenure, I built-out and led the company's business development and investor relations team, was a key contributor to the company's 5x growth over that time period, and served over 1,000 high-net-worth individual clients; providing education and investment solution recommendations to help them achieve their financial goals and objectives. Prior to Origin, I began my financial and investment career at Duff & Phelps, a leading global valuation and corporate finance advisor. At Duff & Phelps, I was a member of the Valuation Advisory group where I focused on detailed business enterprise valuation for use in the corporate acquisition process. I earned my Bachelor of Business Administration degree from Kent State University and Master of Science degree in Corporate Finance and Real Estate from The Ohio State University. I reside in Chicago with my wife, Jackie, and our mini Bernedoodle, Fonzie. Outside of the office, I enjoy spending time with his family, being productive with home improvements, traveling, skiing, boating, and golfing.

Investment Research
Financial Planning
Tax Strategy
Tax Planning & Advisory
Private Equity
Real Estate
Estate Planning
Personal Finance & Wealth Management
Wealth Management
Personal Finance
Finance
Investment Strategy
Investment Preparation
Investment Portfolio Review
$75 hourly
Dylan C.
- 0.0/5
- (0 jobs)
I have always enjoyed creating content and making something capture peoples attention. Over the past several years, in my free time I have taken on a multitude of jobs from individuals looking to create better and more concise content for their website, masters program papers, PHD thesis papers, etc. I feel that now I have accumulated the necessary skills in order to bring this to the public market and help in any way possible.

Investment Research
Copywriting
$30 hourly
Letrice G.
- 0.0/5
- (1 job)
Realtor licensed to sell real estate in both metro Atlanta and Chicagoland. I am a very savvy and resourceful Real Estate Investment Advisor. And I am also an experienced designer and digital marketing professional in the real estate industry. I would like to take on more freelance writing and marketing work to build my portfolio in the Real Estate industry. Whether you need Content Writing, a Digital Marketing Audit, Real Estate Design, Marketing Materials or any Digital Marketing Strategy I can help. I can manage complex and/ or creative projects from start to finish. Additionally, if you are seeking a Transactions management Coordinator, or even an Acquisitions team member for investments in the Atlanta or Chicagoland market, I am the expert you would rely on. I can help with everything from Deal Analytics and Acquisitions to Project Management or Renovations if you are out-of-state. Clear communication and vision is so important. I enjoy accomplishing my clients goals and leaving that wow impression every time.

Investment Research
Customer Acquisition
Article Writing
Content Writing
Investor Overview
Property Management
Real Estate Acquisition
Canva
Contract Negotiation
Microsoft PowerPoint
B2C Marketing
B2B Marketing
Finance & Accounting
Real Estate
Microsoft Excel
$50 hourly
George F.
- 0.0/5
- (0 jobs)
PROFESSIONAL OVERVIEW I'm a finance professional with a strong background in investment analysis, financial modeling, and data-driven strategy. With hands-on experience supporting wealth advisors, traders, and federal stakeholders, I specialize in turning complex financial data into clear, actionable insights that help clients make smarter decisions. I’ve worked with private investment firms, RIAs, and federal agencies—offering a unique combination of analytical precision, compliance knowledge, and client-focused communication. Whether you need to build dynamic Excel models, evaluate investment opportunities, visualize financial data, or structure reports for stakeholders, I bring the tools and experience to deliver high-quality, accurate work—on time and on point. 🔧 My Core Skills Include: • Advanced Excel Financial Modeling & Forecasting • Investment Research & Portfolio Performance Analysis • Wealth Management Support & Financial Planning Strategy • Regulatory Review & Compliance Reporting • Dashboard Creation (Excel, Power BI, Tableau) • KPI Development & Business Decision Modeling • Financial Reporting for Startups, Funds, or Advisors • Client-Facing Communication & Cross-Team Collaboration 🎯 What You Get Working With Me: ✔️ Precision, clarity, and structure in all deliverables ✔️ Clear timelines, fast communication, and zero guesswork ✔️ Experience from both Wall Street and Washington—applied to your business needs Let’s talk about how I can help you get the results you need.

Investment Research
Community Goals & KPIs
Financial Modeling
Quantitative Analysis
Wealth Management
Cash Flow Analysis
Microsoft Power BI
Tableau
Data Analysis
Microsoft Excel
Budgeting & Forecasting Software
Portfolio Management
Management Consulting
Analytical Presentation
Financial Planning
$25 hourly
Matthew M.
- 0.0/5
- (0 jobs)
Matt McClellan is Vice Presidents of JP Real Estate Partners in Chicago. JP Real Estate Partners is a Merchant Banking firm that raises performs CRE Equity & Debt Advisory in the Upper Middle Market and Bulge Bracket Investor spaces. Equally, Matt raises Capital for Energy-specific projects such as Energy Grids, Fiber Infrastructure, Date Center power, and Nuclear Power. He possesses over twelve years & $21B of execution experience in the Commercial Mortgage, Investment Banking, and Private Equity realms. He is equally active within the Debt & Equity Capital Markets on a Domestic & International Level. Across his career, Matt has been directly involved in north of 500 transactions of which have been in the Wall Street Journal, Crain's, and National Publications. Matt's relationships encompass High Net-Worth Domestic & Foreign Family Offices, Institutional Private Equity, Life Companies, Fannie/Freddie-backed Lenders, CMBS Desks, Bank Balance Sheets, Participating Debt & JV Capital, Regional Banks, the SBA, & Credit Union Networks. He selectively transacts with Debt Funds & Hard Money Capital. These Relationships span across North America, extend to Western & Central Europe, as well as to the Middle East & Singapore. Matt’s dynamic background includes being contracted to jump-start a Privately Held Participating Development Lender led by the former CEO of a Public REIT, with the goal of a NYSE IPO within one year of inception of the company. He served as the entity’s main underwriter, on an independently contracted basis, and one year later, played a crucial role in the shadow-banking of the IPO on the NYSE. Matt has been involved in Joint-Venture Executions with a handful of the largest Private Equity Firms in the United States and has been contracted by some of the Highest Net Worth Family Offices in North America. Matt has been more involved in his client’s transactions compared to competitors in his industries. To execute market-leading terms & structures for his clients, he has at times, worked with Lending Institutions to procure liquidity windows by selling notes off a Capital Provider’s Balance Sheet. As a result, he has been able to achieve market-leading terms, structures, and Cost of Capital for his clients. Matt understands how to be a Market-Maker. Matt’s career accomplishments include being a Decision Maker in a four-man office which was the second largest producer of annual CMBS Issuance for a top 4 US Investment Bank. More accomplishments include holding decision-making roles on executions featured in the Wall Street Journal and writing for major national publications.

Investment Research
Capital Markets
Finance
Balance Sheet
Investment Banking
Equity Valuation
Financial Analysis & Valuation
Commercial Lending
Pitch Deck
Financial Analysis
Private Equity
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