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CFA, Applied Finance, Investments, Corporate, Banking, Bilingual
Juan M.

5.0 (581 ratings)

3,719 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $299
Contact Juan
Response time: 12 minutes
Meet Juan M.
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About Juan

Bio

Since 2016, I have been educating and consulting people on managing capital and cash flow through investment finance, corporate finance, accounting, statistics, and general business techniques, both quantitative and qualitative.

Our finance tutoring and consulting system has been the result of hundreds of hours of research and implementation work with entrepreneurs, startups, private and public companies, attorneys, private bankers, investment managers, executives, and family offices.

My...

Since 2016, I have been educating and consulting people on managing capital and cash flow through investment finance, corporate finance, accounting, statistics, and general business techniques, both quantitative and qualitative.

Our finance tutoring and consulting system has been the result of hundreds of hours of research and implementation work with entrepreneurs, startups, private and public companies, attorneys, private bankers, investment managers, executives, and family offices.

My team and I at Moderation Investments have also researched and applied our work with graduate and undergraduate level students in business or business-related fields in universities, such as Stanford, Wharton, Columbia, Cornell, USC, UCLA, Pepperdine, Georgetown, and many others in the United States, United Kingdom, Europe, Africa, and Asia.

I approach tutoring and consulting on a case-by-case basis. Every student client comes with different needs and expectations. Therefore, I select people that I believe I can help and using our adaptive system, and we target excellent results.

Personal background: a master's degree (MBA) from Duke University, a Bachelor's degree in Finance Honors and Marketing (double-major) from Texas Christian University, and I also completed the Chartered Financial Analyst and earned the CFA designation. Additionally, I passed FINRA exams: SIE, 7, 63, 86, and 87.

My finance experience, prior to helping the foundation of our firm, includes high profile money management at investment firms (hedge funds) and equity research in investment banking for over ten (10) years.

Do you see a man who excels in his work? He will stand before kings; He will not stand before unknown men. - Proverb

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Education

Neeley School of Business, Texas Christian University
Finance Honors Mktg
Duke University
MBA

Policies

  • Hourly Rate: $299
  • Rate details: 24-hour change or cancellation notice or full session will be charged. Same day changes or cancellations will result in a full session charge. PLEASE ACKNOWLEDGE CANCELLATION POLICY.
  • Lesson cancellation: 24 hours notice required

  • Background check passed on 12/8/2019

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

I worked as an equity research analyst covering under-followed small-capitalization companies misunderstood by Wall Street with unbiased and often contrarian recommendations at a Los Angeles-headquartered investment bank. Prior to the bank, I executed independent contractor projects by researching the competitive landscape for distinct industries and defining new venture opportunities. Additionally, I secured funding for a startup in the food services industry through two small business incubators, and I compiled and presented business plans and financial projections for a technology startup. My professional career began in 2000 working for three Texas-based hedge fund investment firms as an equity research analyst, trader, and assistant to the Chief Investment Officers at two of the firms.
Finance

Finance

I have approximately eight years of buy side hedge fund management experience in an analyst role. Additionally, I have two years of sell side equity research experience at a middle markets investment bank. I also completed the Chartered Financial Analyst (CFA) designation.
Financial Accounting

Financial Accounting

BBA in Finance and MBA; financial and managerial accounting courses taken with "A" grade. Experienced investment financial analyst. Passed all three CFA exams.
Series 63

Series 63

I have an MBA from Duke University, and I passed the Series 63 exam on January 3, 2015.
Managerial Accounting
Juan M.'s Photo

Questions? Contact Juan before you book.

Still have questions?

Contact Juan
Response time: 12 minutes

Ratings and Reviews

Rating

5.0 (581 ratings)
5 star
(573)
4 star
(3)
3 star
(2)
2 star
(1)
1 star
(2)

Reviews

Fantastic!

Juan is an outstanding tutor! He is extremely knowledgeable about all concepts related to finance and portfolio management, and he is able to explain them in a way that is easy to understand. He is patient and takes the time to answer any questions I have and make sure I understand the material. Overall, Juan is an amazing tutor and I highly recommend him for anyone needing help!

Natalie, 4 lessons with Juan

Returning student

Juan came through once again! Amazing! This is my second lesson from him as I am come to prepare for interviews. He knows exactly what he is talking about and can anticipate the information that I am missing. Super professional and engaging during the lesson. I recommend Juan 100%.

Maxim, 1 lesson with Juan

Knows exactly what he is doing!! Gets straight to the hard-core math questions needed for my interview

This guy is GOLD!!! Extremely time efficient lesson where I learned exactly what I needed every single second. Completely understood what I had missing and where my knowledge was incomplete. Knew all the materials I needed to cover. He has the solid experience to solve any of the math problems and is an expert on the companies.

June, 1 lesson with Juan

Great Instructor, Extremely Knowledgeable

Juan held a seminar for my nieces and nephews about beginner investing. He explained concepts like time value of money, stocks, bonds, REITs, etc, all on a level that young inexperienced investors could understand. They've all called me to tell me how great the seminar was. Will be doing more in the future.

Joe, 2 lessons with Juan

Sharp financial analyst!

Juan has a lot of great experiences in the financial sector. He was able to provide excellent consulting advice for me to make good financial decisions. I highly recommend Juan!

Sheh, 7 lessons with Juan

Excellent!

Juan has incredible attention to detail and was able to understand our model quickly, and make value-add changes in a very short period of time. I look forward to continuing to work with him far into the future.

Adam, 1 lesson with Juan

Patient, Kind, Helpful - went above & beyond.

Juan walked me through financial concepts. He went above & beyond to help me through them, even when I was stuck. And, he stayed over-time just to make sure I fully got it. A fantastic teacher & human being. :)

Vasundhara, 1 lesson with Juan

Help me understand the chapter very well

Juan was amazing and help me to understand the chapter very well I was having trouble to understand but when he explain me then everything was understandable. Thank you Juan

Cedrick, 1 lesson with Juan

Knowledgable and Helpful

Juan was an excellent tutor who provided invaluable guidance in preparing for my IB interview. His expertise, clear explanations, and strategic approach helped me feel confident and well-prepared.

Noah, 7 lessons with Juan

!!!Very knowledgeable!!!

I studied for the SIE Exam and needed support with some chapters. I am incredibly grateful for finding Juan here - it has been an amazing positive experience and I HIGHLY recommend him!!! He is verrrrrry professional, knowledgeable of the subject (you can tell he has many years experience in that field). He was able to explain confusing topics in an easy way. Thanks a million for your help! B. :)

B., 6 lessons with Juan
Hourly Rate: $299
Response time: 12 minutes
Contact Juan