Hire the Best Mutual Fund Analysts

Seasoned finance professional, Duke MBA with over ten years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

Financial markets analyst and trading educator with experience across options markets, volatility analysis, live market instruction, and financial media content. I specialize in translating complex market behavior into clear, actionable insights for retail traders, fintech platforms, and financial audiences. My background combines real time market analysis, derivatives education, client engagement, and financial writing across fast moving market environments. Alongside over 2,400 hours of live market instruction and trader development, I also contribute written market commentary and analysis focused on equities, options activity, macro themes, sentiment shifts, and volatility behavior. My experience includes: • Options market analysis and derivatives education • Volatility and market structure interpretation • Financial content creation and market commentary • Live chart analysis and market walkthroughs • TradingView and technical analysis workflows • Risk management and position sizing education • Client onboarding and trader support environments • Live virtual instruction and interactive learning sessions I work with: • Financial media and content platforms • Financial audiences seeking structured market education • Educational and research focused market teams • Traders seeking structured market understanding • Businesses needing market commentary or financial content support My approach prioritizes clarity, structured thinking, risk awareness, and practical communication over prediction driven content or hype. Disclaimer: I provide financial education and market commentary only and do not provide personalized investment advice.

I help traders, investors, trading communities, and firms make better trading and investing decisions through professional-grade research, equity & derivatives trade ideas & advisory, and live market support. I am a professional equity & options trader with a strong focus on stocks, futures & options as well as cross-asset research. My background includes professional experience at a UK-based commodity trading firm, and I currently work with HNI clients, traders, and funds through freelance research, advisory, and consultation projects. As a Chartered Accountant, NISM-certified Equity Derivatives professional, and CFA level 1 cleared, I combine technical expertise with disciplined market execution to deliver research and strategies that are both professional and actionable. What I Offer: - Options strategy design & risk management: probability-weighted, risk-defined structures such as spreads, condors, and hedges. - Technical & macro research: multi-timeframe charting, sector rotation studies, and cross-asset analysis. - Research portfolios & presentations: professionally designed trade studies, thematic research packs, and client-ready reports that showcase strategy, rationale, and execution. - Trade validation & performance analysis: idea testing, scenario planning, and risk-adjusted reviews that turn strategies into executable plans. -Live trading support & mentorship: learn equity, futures & options trading and investing through pre-market planning, live market guidance , and structured coaching for traders and investors. Why clients choose me: I bring together professional credentials, real trading experience, and freelance client work to deliver insights that are precise, structured, and designed to drive execution. I'm always excited to collaborate with individuals and firms who value informed decision-making, market expertise, and a genuine passion for trading. Feel free to reach out with specific requirements or questions, and we can discuss how I can best support your objectives.

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

Earlier in July, 2024, I began work as a part-time Analyst at Ampicap, a hedge fund in England. This firm started Quantfluence, which include the late 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 seven figure equities portfolio held by an oil executive residing in Texas. During this time, I grew our portfolio in excess of 7% 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, 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 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.