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Jim M.

CFA/PhD Builds Confidence/Skills in CFA-Finance-Math-Admissions Tests

CFA/PhD Builds Confidence/Skills in CFA-Finance-Math-Admissions Tests

$67/hour

  • 583 hours tutoring

About Jim


Bio

Learning is a daily, lifelong process. If embraced, it can foster a fulfilling life, one with many choices regarding career, family, and personal attainment. I discovered that at an early age and feel that I have been a beneficiary. That’s my approach as a tutor: listen carefully and understand my student; respect their learning style; and ignite (or maintain) their passion for learning while helping them achieve their goals. Leaven it all with some fun.

Throughout my career, I have had...

Learning is a daily, lifelong process. If embraced, it can foster a fulfilling life, one with many choices regarding career, family, and personal attainment. I discovered that at an early age and feel that I have been a beneficiary. That’s my approach as a tutor: listen carefully and understand my student; respect their learning style; and ignite (or maintain) their passion for learning while helping them achieve their goals. Leaven it all with some fun.

Throughout my career, I have had the benefit of great mentor/tutors and have always tried to do the same for others. Formally, I have taught students at the high school and college level in math and history (Rutgers University - PhD, 1988) and advised many others informally as a banking and investment professional (CFA [Chartered Financial Analyst] since 1994). In 2014 I became a math tutor, mentor and substitute teacher in the Denver Public School system and an historical adviser for a national high school competition focused on the U.S. Constitution. In 2015, I started a tutoring service and have been working with middle, high school and college students.

Preparing for standardized admissions tests (SAT, SSAT, ACT, GRE, GMAT) requires a special approach, one that balances the mastery of relevant content with specific test taking strategies. I call it Substance and Strategy and my tutoring focuses on finding that balance to give my students the TOOLS and the CONFIDENCE to improve and succeed.

I have had a passion for math for as long as I can remember and have used it extensively as an engineering student and in the financial services industry. I have tutored many friends and work associates informally for years and took it up formally in 2014 in the local school system, where I continue to do so.

During more than 25 years of business development in finance I have continually educated clients, prospects and associates, explaining complex concepts and translating industry terminology for non-specialist audiences. Mentoring and tutoring have been a


Education

Princeton University & Empire State College
Eng'g, History and Social Theory
Rutgers University
PhD

Policies


Schedule

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Subjects

Business

CFA,

CFA

Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
GMAT,

GMAT

I am very familiar with the GMAT and have worked with students preparing for it.
Series 7,

Series 7

I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7 exam. These include equities, fixed income, mutual funds and ETFs, options and the associated federal regulations.
Finance, GRE

Corporate Training

GMAT,

GMAT

I am very familiar with the GMAT and have worked with students preparing for it.
Finance

History

American History,

American History

I have a PhD in American History, considerable experience teaching the subject and a love for exploring the past.
Government & Politics, Social Studies, World History

Homeschool

Prealgebra,

Prealgebra

I have always loved math and enjoy helping others improve their skills.
Algebra 1, Algebra 2, Geometry, SAT Math

Math

Prealgebra,

Prealgebra

I have always loved math and enjoy helping others improve their skills.
ACT Math, Algebra 1, Algebra 2, Geometry, SAT Math

Most Popular

Prealgebra,

Prealgebra

I have always loved math and enjoy helping others improve their skills.
Algebra 1, Algebra 2, Geometry

Other

Finance, Government & Politics

Summer

Algebra 1, Algebra 2, Geometry, SAT Math

Test Preparation

CFA,

CFA

Active CFA charterholder since 1994; continuous work experience in retirement plan and corporate investments and commercial banking. Have kept current with the CFA Body of Knowledge.
COOP/HSPT,

COOP/HSPT

On another tutoring platform, I have been working with a student on the HSPT since October 2015. In addition to this direct experience with the HSPT, I also qualify on WyZant for the SSAT. Though there are some differences between the 2 tests, there are more similarities.
GMAT,

GMAT

I am very familiar with the GMAT and have worked with students preparing for it.
Series 7,

Series 7

I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7 exam. These include equities, fixed income, mutual funds and ETFs, options and the associated federal regulations.
ACT Math, GRE, SAT Math, SSAT

Examples of Expertise


Jim has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (124 ratings)
5 star
(118)
4 star
(6)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews


Awesome

Jim is amazing and very knowledgeable. Takes the time to make sure your comfortable with the material. Highly recommend him.

Lizabeth, 1 lesson with Jim

He is extemely good at what he does

Jim is very knowledgeable and is good at what he does. His explanations were good and he's patient and willing to go over things again when necessary. I look forward to future appointments where I can receive clarification on important topics related the CFA Level II exam.

ARI, 14 lessons with Jim

Super helpful

Great 2+ hour session to kick off. Jim really knows the CFA info. He’s a master of the material and offers excellent test taking strategies. Connected online thru Wyzant and it worked fine. Very convenient and no travel time.

Eric, 5 lessons with Jim

Very Helpful.

I am hesitant to write a good review, as others will learn how great Jim is and I will lose my edge! Jim is excellent at understanding your needs and how to bring complex topics to simple ideas. He can quickly diagnose what you are doing wrong, and add value.

Stan, 1 lesson with Jim

Fantastic Tutor

Jim was patient and superb - cannot recommend highly enough! He was very through with the material and made a conscious effort to ensure I understood it in its various forms. Thanks Jim!!!!!

David, 2 lessons with Jim

Jim is terrific

Jim is an excellent tutor! He is patient, thorough, and custom tailors the tutoring to my needs. I am using him to study for my CFA Level 2 exam. Highly recommended!

Tilden, 41 lessons with Jim

Knowledgeable and patient tutor

The biggest accomplishment is that my son is insisting that he get to keep working with Jim. In other words, Jim is helping my kid with enthusiasm and with confidence.

Joel, 13 lessons with Jim

Jim is a great help with all financial aspects!

Jim and I reviewed core financial concepts and worked through problem sets for practice. Jim is great at explaining financial projects and the obvious and behind the scenes steps that are involved. I would recommend meeting with Jim.

Nicholas, 1 lesson with Jim

Great GRE Tutor!

Studied the quantitative section for the GRE. Jim really helped me get prepared and feel confident for that section of the test! Good communication and flexible schedule!

Shea, 2 lessons with Jim
Contact Jim

Response time: 5 hours

$67/hour

Jim M.'s Photo

Jim M.

$67/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Jim

Response time: 5 hours