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 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.

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.

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 provide strategic career coaching for early-career graduates and mid-career professionals seeking to pivot into equity research, with a specialized focus on candidates from non-traditional and STEM backgrounds. Having successfully transitioned from a PhD in Biomedical Engineering to an Associate role at Goldman Sachs, I offer first-hand, tactical insights into how technical experts can effectively translate their skills for the financial markets. My professional background spans over three years across institutional finance and corporate strategy. This includes SMID Biotech coverage at Goldman Sachs and corporate development at a venture-backed startup with over $650M in funding. Based on these experiences, I provide guidance that is deeply grounded in how investment teams and operators evaluate talent. To date, my clients have successfully leveraged my coaching to secure competitive roles at leading equity research and venture capital firms. Whether you are navigating a mid-career transition or launching your professional path after graduation, I am committed to serving as a dedicated partner and strategic resource throughout your journey into equity research.