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Expert

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Clarity

Petar Draganov

Sofia, Bulgaria

Seasoned Investment & Market Intelligence Consultant with 8+ years of experience in wealth management, portfolio strategy, and financial research. Formerly at Morningstar & Private Equity International (PEI), now Founder of Concord Capital Intelligence, advising HNWIs, institutional investors, and financial firms.

$2.50/min

Petar donates to DonorsChoose.org ($0.00)

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Portfolio Management Investments Investment Advisory Alternative Investments Wealth Management Wealth Early Stage Investment Financial Advisory Wealth Management Services Portfolio Optimization

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Wealth Management & Portfolio Optimisation

I help investors, HNWIs, and financial firms maximize portfolio performance through strategic wealth management and asset allocation. With 8+ years of experience at Morningstar and PEI, I specialize in risk-adjusted investment strategies, portfolio diversification, and financial market insights to enhance long-term growth. Whether you need customized asset allocation, risk management solutions, or peer benchmarking using Morningstar Direct, I provide data-driven strategies to help you achieve your financial goals.

Market Intelligence & Competitive Research

I provide data-driven market insights to help investors, financial firms, and businesses make informed strategic decisions. With experience at Morningstar and Private Equity International (PEI), I specialize in competitive benchmarking, industry trend analysis, and investment research. Whether you're assessing market opportunities, evaluating investment risks, or tracking competitor performance, I deliver actionable intelligence to enhance investment strategies and business growth.

Customer Success Management & Playbook, Retention, and Growth Strategies

I help startup, growth and all sizes firms, investment platforms, and advisory businesses enhance client retention, engagement, and revenue growth through proven Customer Success strategies. With 8+ years of experience at Morningstar and PEI, I specialize in building scalable customer success frameworks, designing retention playbooks, and optimizing client relationships. Whether you need to improve client lifetime value (CLV), reduce churn, or implement a structured customer success strategy, I provide actionable solutions to drive long-term growth.

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Member since February 2025