Portfolio Management – Advice from Experts

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Portfolio Management

Beverly Hills, CA

$100.0/min 5.0 3 $1.67/min

Commercial Banker for 15 years specializing in Commercial Real Estate, Acquisition Financing and Working Capital needs. I’ve worked with large institutions from Wells Fargo to HSBC, but have made a home by bringing my wealth of experience to a small boutique bank at Comerica.

Code Cubitt

Ottawa, Canada Area

$150.0/min 5.0 8 $2.5/min

Managing Director - Mistral Venture Partners, Motorola Ventures, Gabriel Venture Partners, RF Engineer, entrepreneur...

Rex Oliver

$100.0/min 5.0 3 $1.67/min

Founder of 2 mortgage banks by bootstrapping from startup with 2 employees growing to over 700 in 42 states then selling to national banks. Now I am assisting with numerous distressed assets on the east coast.

Ezra Zask

New York

$120.0/min 5.0 2 $2/min

Hedge fund manager; due diligence; risk manager; alternative investment consultant; fund of hedge fund manager; foreign exchange and derivatives trading; cryptocurrencies; fintech; valuation; fraud; author; instructor at graduate school of business at Yale, Princeton, Fordham

Gregg Kennelly

New York, NY

$200.0/min 5.0 3 $3.33/min

NYC Commercial Real Estate Manager: 10 Years in Construction followed by 10 Years Managing Commercial Real Estate, Building Operations Enthusiast, MEP (Mechanical, Electrical, Plumbing), Boilers (Steam and Hot Water), Heating Plants, Roof Tanks, Service Contracts, Operating & Capital Expenditure Budgets, Analysis, Improvement, NYC Local Laws, Life Safety, NYC DOB, BIS, FDNY, EPA, New Construction and Improving The As-Built Environment. Passionate about improving Real Estate Operations and reducing waste. After a decade of hands on construction experience, I turned my attention towards managing NYC real estate. I have managed over 100 NYC office build-out's, 6 lobby renovations, untold common corridor/bathroom renovations, 4 elevator modernizations, 3 roof tank replacements, 2 boiler replacements, 5 LL11/facade restoration projects etc. etc. I've managed high rise office buildings (union and non-union), cooperatives, condos, luxury rental buildings and malls. Whether your building is new or old, union or non-union, proper management begins with a "thoughtful" Operating & CapEx Budget! You cannot improve what you don't measure... So now I'm leading a large team at the intersection of CRE (Commercial Real Estate) & Technology called BuildingOps. To recap, my professional life began in construction, grew into commercial real estate management and evolved into a hybrid organization focused on commercial real estate and technology. Clarity is an amazing product that allows me to give back and I genuinely enjoy helping. Accuracy & Clarity Always Provided, whether you are a broker, facility manager, technician, building engineer, property manager, building manager, building owner, investor, VC, technologist, LP, CEO or intern I'm here to help. All the best, Gregg M. Kennelly https://www.linkedin.com/in/greggkennelly

Joe Milam

Austin, Texas Area

$100.0/min 5.0 2 $1.67/min

Entrepreneur - AngelSpan, Inc., Angel Legacy, LLC, Legacy Capital Management, Inc. Money manager for angel investors, angel investor. Former clients include executives at Sequoia Capital, Wilson Sonsini, Silicon Valley Bank. Band of Angels founded in my office at 3000 Sand Hill Road.

Leigh Drogen

New York, New York

$100.0/min 5.0 8 $1.67/min

Co-Founder @Estimize, Founder @SurfviewCapital, Formerly @StockTwits Biz Dev and @Chartly Product Manager, Blogger, hockey player, surfer, grill master

Nic Lim

Singapore

$100.0/min 5.0 1 $1.67/min

Executive Chairman and Founder of 8common Limited (listed on the Australia Securities Exchange 8CO:ASX). Founder of 8capita. Start-up & High Growth Investments based in Singapore. Co-Founder of Catcha.com which has evolved and spawned 3 tech IPO's. Iproperty.com (IPP:ASX), Catcha Media (CHM:MAL), iCARAsia (ICQ:ASX). Also hung-out at Morgan Stanley, Credit-Suisse + UBS

Tony Bishop

Charlotte, North Carolina Area

$350.0/min 4.5 0 $5.83/min

Enterprise IT Focus Successful entrepreneur and CTO in Wall Street Technology. Strategy, Solution Communication & Alignment, Product Strategy, Raising Capital (Friends & Family; Angel; Partners; Venture)

Thanishka Tillekeratne

Australia

$250.0/min N/A 0 $4.17/min

Capital Market Regulation specialist with over a decade of experience working for the Securities and Exchange Commission of Sri Lanka (SEC) specialising in the fields of Compliance and Investor Relations. Please contact me to leverage on my knowledge and experience to obtain clear and concise answers to related problems you face.

James Altucher

NYC

$1000.0/min N/A 3 $16.67/min

- started and sold 2 companies for 8 figure exits - on the board or seed investor in many companies that have been successfully acquired. - bestselling book ("Choose Yourself!" now over 100,000 sold). - have 2 more books coming out this year - on the board of a Nasdaq company with a billion in revs (CRRS) - blog for techcrunch, forbes, everywhere. over 10 million visits to my blog - ran a fund of hedge funds. ran a hedge fund. - failed and failed and failed and sometimes succeeded

muhammad Bilal

$100.0/min N/A 0 $1.67/min

Experienced Crypto and Forex Trader and Analyst with a robust background in hedge fund management, forex trading. Adept at market analysis, trading strategies, and financial forecasting. Proven track record of leveraging market trends to maximize profits.

Petar Draganov

Sofia, Bulgaria

$150.0/min N/A 0 $2.5/min

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.

Jared Whitaker

United Kingdom

$120.0/min N/A 0 $2/min

Former CEO of a Tech Startup focused on PPM, Project Management Software, and PMOs Globally.

Frank T. Troise

Singapore

$600.0/min N/A 0 $10/min

Regular CNBC co-host and recognized keynote speaker. Over 25+ years as a investment and wealth manager. Deep experience in investment banking, venture capital and private equity.

Sue Hey

England, UK

$100.0/min N/A 0 $1.67/min

Property Investment & Portfolio startup advice. Residential Property, Buy to Let, Semi Commercial, HMO's & Multi Unit properties. Ways to purchase, raise capital, remortgage. Mortgage Lender requirements, eligibility criteria (including credit & affordability), exclusions and restrictions, via personal name investments or via Ltd Company. Other finance options including Bridging loans. Different tenancy types/options, maximising rental income and rent required Vs loan amount. Ongoing property business planning covering rental income and property 'flips' (buy low, sell higher for profit). Other considerations/needs including solicitors, surveyors and accountancy/taxation.

Nicholas Martin

Kent, UK

$150.0/min N/A 0 $2.5/min

Independent Financial Adviser with experience both in the UK and across Europe. Able to provide advice on all aspects of financial planning. Critically for entrepreneurs, I can assist in re-creating the "employment package" to cover your protection needs

Alessandro Pavone

London, United Kingdom

$600.0/min N/A 0 $10/min

Fintech professional with 20+ years track record in managing teams delivering Investment, Risk Management, ESG and Climate solutions to global investment managers, banks and pension funds.

Amar N. Daryanani

Spain

$60.0/min N/A 5 $1/min

Day trader and Stock Market Analyst - founder of marketchartanalysis.com - all the answers are on the chart. The key relies on the interpretation Call me and I can help you out with your trades!

Michael Hansen

New York, N.Y.

$100.0/min N/A 2 $1.67/min

Founder of Three Point Capital - tpc.us; Specialize in business growth, strategy and solving problems relating to both. Butcher, Baker, not a candlestick maker. Yet

Cindy Flanders

Washington D.C. Metro Area

$300.0/min N/A 3 $5/min

Recovering commercial banker and founder of Manage Fearlessly, an online resource for managers and entrepreneurs. I spent over 25 years managing people and looking at businesses from start-ups to over $2 billion in revenue.

Aram Melkoumov

Toronto, Ontario

$100.0/min N/A 0 $1.67/min

Serial entrepreneur who enjoys building start-ups and abusing technology @Crowdlinker @TrueBidz. Formerly Co-Founder of @identityapparel. Graduate of McGill University. Currently going through The Founder Institute. Passionate about giving back.

Kevin Divney

Boston

$200.0/min N/A 0 $3.33/min

Asset Management Executive with 27 years of Industry Experience in managing Hedge Funds, Mutual Funds and Pension Fund equity strategies. Expert in executing and designing investment process across traditional and alternative strategies on behalf on institutional and individuals. Skilled in creating organizational structures that best exploit the investment philosophy and performance objectives within the resource framework. Demonstrated track record in integrating best practices from research, traditional and alternative investing, and buy side and sell side trading strategies. Proven ability to meet performance objectives well above industry average profitability. Mr Divney is Founder and Chief Investment Officer of Beaconcrest Capital Management, LLC. Beaconcrest was formed in 2009 to manage diversified long-short equity strategies for Institutional and High Net Worth clients. The firm philosophy is to provide superior risk adjusted returns while maintaining a capital preservation focus. Beaconcrest integrates a fundamental and quantitative approach to stock picking, while using a robust risk management framework as the foundation for portfolio construction. Prior to founding Beaconcrest, Mr Divney worked at Putnam Investments from 1997 to 2008. He was initially hired to develop its risk management platform, enabling more sophisticated and real time risk analysis by portfolio managers as well as firm managementIn 2000, Mr. Divney transitioned into portfolio management as a Senior Portfolio Manager for the US Core Team. It was here that his Quantitative Stock Ranking methodologies were enhanced, and combined with the fundamental research effort at Putnam. As part of the Core team, Mr Divney functioned as the portfolio manager of various Putnam mutual funds including the Putnam Voyager Fund and lead manager of the Putnam Tax Smart Equity Fund. In 2003, From 2005-2008, Mr. Divney served as the Chief Investment Officer of the Mid Cap Growth team, managing up to $8 billion of Large Cap and Mid Cap growth strategies that included Mutual Funds and Institutional Portfolios.

Taraje Williams-Murray

The Cosmos

$300.0/min N/A 0 $5/min

Two time Olympian in the sport of judo - Founder and CEO of the only independently owned registered investment advisory firm in NJs largest city Adjunct Professor of Finance

Tom Sheppard

Charlotte, North Carolina Area

$100.0/min N/A 11 $1.67/min

More than a decade of successfully investing in real estate, specializing in creating peace of mind for investors by creating risk-managed passive investments in quality, affordable homes. This is built on top of a career of professional risk management and enterprise project management for a Fortune 500 company. I will evaluate deals for you, or if you prefer I will teach you how to evaluate deals on your own. I specialize in single family residential housing and I have experience in multi-family housing. I can give you pointers or guide you to an expert in commercial real estate, but that is not my sweet spot. I can look at nearly any real estate and give you creative solutions for closing them. This includes deals that are a bit outside of my wheel house because deal structuring is a different skill than evaluating real estate. If you bring me a proposed deal for single family residential properties, even portfolios of them I can both evaluate the deal and give you creative solutions whether you are the seller or the buyer. When you get too far outside of single family residential I cannot give you a reliable evaluation of the deal, but I can give you usable creative solutions for funding the deal. More than 17 years experience in project management in banking and financial services with a PMP and MPM. More than 25 years experience in systems design, development, and management with a BSCS/MIS. Former US Marine and a former missionary. Fluent in English and Spanish. Experienced instructor. Successful business owner, trainer, educator, author and public speaker.

Shannon Thoke

Silicon Valley, CA

$150.0/min N/A 0 $2.5/min

Director of Technical Sales for Project & Portfolio Management Software, PMP, Scrum Master, SaFe Agillist, Entrepreneur, MBA, Product Management Expertise, Software Portfolio Optimization, Software Development, Software Sales, Sales Engineering

Jeremy Moore

Tennessee

$300.0/min N/A 0 $5/min

Experienced Growth architect with team building, finance, and strategic perspectives.

Alejandro Rubinstein

Miami/Fort Lauderdale Area

$100.0/min N/A 0 $1.67/min

CEO at LatinAmerican consulting firm out of Miami, former head of trading and advisory at Citibank and Itau. TV and written media commentator (Cnn Espanol, amongst others)

Jonathan Duong, CFA, CFP

$200.0/min N/A 0 $3.33/min

Founder Wealth Engineers. Trusted advisor to busy professionals, entrepreneurs, pro athletes, and businesses. Personal finance guru. Excel ninja. Extensive experience valuing publicly and privately-held companies. Travel hacker.

nikos batsios

$60.0/min N/A 0 $1/min

Passionate agile coach, building high performing teams and organization. Focus on results, continuous impovement, and creating quality humane relationships. Motivated by learning

Iris Welch

Houston, Texas Area

$100.0/min N/A 1 $1.67/min

Speaker on Business Solutions and Finance with State and NMSDC, Author of Pocket Money Books - a series of business solutions books, over 26 years in the finance, lending and business development industry.

Matt Gelber

Greater Denver Area

$200.0/min N/A 0 $3.33/min

I have worked extensively in financial services technology and trading, and have been focused on deploying private equity capital into the space over the past eight years. I have run quantitative hedge funds, an options exchange and have worked extensively in the advisory marketplace with RIAs and IBDs. My current business is working to bring together distribution, product and technology to the retail advisory market, building the next generation of asset management. I am also focused on the disruptive potential of the robo-advisor marketplace.

Dirk Liebich

$300.0/min N/A 0 $5/min

I am an energetic serial entrepreneur and innovative senior executive with more than 25 year of experience driving digital transformation through strategic and technical leadership. I have created business intelligence solutions for Fortune 100 companies across the globe by employing advanced BI technologies, advanced modelling techniques and machine learning. I help organizations embrace and understand the dynamics defining the digital transformation through alliance building, business and talent development, architectural design, effective analysis of planning data, process optimization as a means to improve working capital, and release strategy. I do not manage technology. I enjoy applying it knowingly. Areas of Expertise - Digital Transformation - Portfolio Management - Operational Business Intelligence and advanced modelling - Machine Learning - Demand-Driven Business Strategies and Operating Models - Business Planning and Forecasting (advanced Forecasting including Lewandowski) - Business and IT Strategy Alignment - Leadership Development - Emerging Technologies (mobile trends, development, API) - Enterprises platform development

sam lee

Melbourne

$100.0/min N/A 2 $1.67/min

Sam Lee - Recently migrated from England to Australia with the vision of creating his own startup. Degrees in both Computer Science and Investment & Asset Management. Now residing in San Francisco, Sam has worked in both the tech industry as a creative and the finance industry as a portfolio manager for an investment fund. Sam is the business lead of Class, focusing on customer development.

Blaine Slack

Chicago, IL

$60.0/min N/A 0 $1/min

Management of Investment Portfolios for Individuals/Institutions/Foundations/Etc., Industry Research, Business Development, Client Services/Retention, and FinTech Experience

Uri Ratner

Chicago, Illinois

$250.0/min N/A 0 $4.17/min

Co-founder NelsonCash.com a digital agency specializing in Strategy, Branding & Marketing, UX/UI, Digital Design, Visual Design, Brand Development & Web Design

Billy Van Jura

Poughkeepsie, NY

$250.0/min N/A 0 $4.17/min

Founder of Birchyard LLC. Actively managing a data driven, buying process oriented company in the personal insurance space. Profitable for three plus years, in the process of scaling . At the epicenter of revolutionizing the U.S. insurance marketplace so Carriers and companies earn more while consumers spend less and get more. Running is my therapy. I practice resourcefulness and creativity through upcycling and making do. Eclectic array of interests that go along with an open mind.

Trace Mayer

$250.0/min N/A 0 $4.17/min

Trace Mayer is an entrepreneur, investor, journalist, monetary scientist and ardent defender of the freedom of speech. He holds a degree in Accounting and a law degree. He has studied Austrian economics focusing on the work of Murray Rothbard and Ludwig von Mises. Early Bitcoin thought leader and investor in Bitpay, Armory and Kraken.

Kevin Ikeda

Los Angeles, CA

$100.0/min N/A 0 $1.67/min

Current equity research analyst, equity investor, investment management, CFA CANDIDATE (Level 2), previous MBA student, IT consultant

James Damschroder

Denver, CO

$350.0/min N/A 0 $5.83/min

James founded Gravity Investments in 2000 at the age of 25. His inventions for diversification measurement, optimization, search and visualizations form the core of Gsphere, used to help clients, such as investments managers, registered investment advisors, hedge funds, roboadvisors, allocators and fund consultants manage or advise over twenty billion dollars. This experience allowed James to architect and systematize dozens of investment processes used by diverse clients. It is James’s vision to build technology to enable the combination of the best ideas and methodologies of our clients, or other proven strategies with our best practices in essential but overlooked dimensions of any investment process, all rooted in the science of diversification. James has developed unique skills for investment managers or even financial engineers, having expertise in quantitative finance, data science, Artificial intelligence, econometrics, database design, computational geometry, data visualization and modeling, intellectual property. distribution and strategy. Prior to forming Gravity Investments, he was a floor broker at the Chicago Mercantile Exchange, a systems program trader and an investment advisor.

Mano Kalathil

$100.0/min N/A 2 $1.67/min

Technology strategist focused on developing and implementing new products and services in a rapidly evolving healthcare delivery model. I bring depth of knowledge about the industry and understand the perspectives of all stakeholders - payers, providers, pharmacies and service providers within this space.

Travis Sickle

Tampa, Florida

$250.0/min N/A 0 $4.17/min

Travis Sickle is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with Sickle Hunter Financial Advisors in Tampa, Florida. He also holds his Chartered Retirement Planning Counselor℠, Accredited Asset Management Specialist℠, Retirement Income Certified Professional and Accredited Investment Fiduciary designations. Travis has a strong commitment towards his continuing education and continues his life long learning.

Robert Riedl, CPA, CFP, AWMA

Wisconsin

$300.0/min N/A 0 $5/min

I am a CPA, CFP and AWMA, that has thirty plus years of providing succession planning to small business owners, retirement planning, portfolio construction, and protecting families from related business risks. If your family is your greatest asset and you need help with your financial assets, please call me. My mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy. Visit www.EndowmentWM.com to learn more.

Bilal Magry

india

$100.0/min N/A 0 $1.67/min

“I am very excited to confess about a subject that I have a great deal of passion about – entrepreneurs and entrepreneurship., Start-up ideas and advices.

Tim Bott

Worldwide

$120.0/min N/A 0 $2/min

Business consultant, startup advisor, and angel investor with over twenty years of experience and a passion for disruptive innovation.

David Serumbach

Bern

$120.0/min N/A 0 $2/min

Set up a limited company, had books published and distributed, organized banking accounts and corporate investment accounts as well as optimized tax structure for a newly founded company in Switzerland.

Siddharth Madiman

Pune, India

$120.0/min N/A 0 $2/min

Have worked as an Investment Counsellor with banks if repute such as Citibank, ABN Amro and Standard Chartered and have a total work experience of over 15 years.

Andre Arrivabene

Brazil

$250.0/min N/A 0 $4.17/min

Andre Arrivabene is a business Strategy and project management expert and enthusiast, with a strong background on planning and controlling large and complex projects and programs. He develop his career in project management for the last 15 years helping companies to develop and establish planning and controlling procedures for major projects and programs. His areas of expertise encompass projects in areas such as IT, Oil & Gas and Mining industries, where his track record accumulates more than USD 6.5 bi in projects and programs managed and coached. He was one of the first professionals in Latin America to obtain the PgMP credential from PMI, and currently serves as a subject matter expert for the PMI PgMP Panel Review Committee, working with a global team for the PMI Global Operations Center. Andre also held several other volunteer positions since 2009 at local PMI Chapters, Communities of Practice and at PMI's Global Operations Center. Andre is a professor on project management post-graduate courses in Brazil and is frequently speaking about project and program management at congresses and seminars. Andre was a contributing author for the book “Program Management, A Life Cycle Approach” (CRC Press, 2012, USA). He is the author of the Earned Risk Management method, designed to monitor the performance of risk response plans. He holds an MBA in Business Management from UFRJ, an Advanced Project Management Certificate from Stanford University and is currently enrolled in the MLA in Management at Harvard University Extension School. Specialties: Portfolio, Project and Program Management / Strategy Development / Organization Behavior / Benefits Management / Oils & Gas, IT and Mining Projects / Governance Procedures / Rational Decision Techniques.

Rachel Theriot

San Diego, CA

$200.0/min N/A 0 $3.33/min

16 years in Medical Device/Med Tech @Fortune 100 companies. Innovation, Portfolio Management, Program Management & Product Management. I believe new solutions change the world!

Dan Stoenescu, MBA

Bucharest, RO

$150.0/min N/A 0 $2.5/min

Visionary leader with over 10 years of experience in establishing operational optimization across IT&C industry in both national and international operations. Recognized for talents in strategy development, portfolio management and providing corporate vision. Converts strategic plans into tactical reality through guiding companies in establishing themselves as viable business. Devises and implements new programs and initiates successful processes to produce new product with maximum revenue.