I am a CFA charterholder who has been working in the financial industry in analysis and portfolio management roles for nearly 20 years. In my roles I have been using many of the concepts required in the CFA program and I can help students appreciate the relevance of those notions in real life applications. Having trained junior employees to assume analytic roles at a couple of the firms I worked at, I have been able to develop an appreciation for what it takes to communicate and teach this demanding topic. [more]
Will travel 20 miles
$150 per hour.
4.69 13 ratings
I sat for the CFA Level 1 exam in 2002, and got my charter in 2004 after I passed Level 3. Have worked in Finance for over two decades, as an analyst, and portfolio manager. Been a CFA charter holder for over a decade. Have experience in both alternatives (PE and hedge funds) and standard investments, was a former coordinator for the level 2 CFA review course, and mentored people who sat for the CFA exams. Always enjoyed mentorship, and tutoring is a way to fulfill that. I'm a fundamental value investor. My very day job is to strip apart financial statements and value compan... [more]