I'm a West Point valedictorian and active-duty Army officer. I passed CFA Level II this year and am preparing for Level III in February 2027. What sets me apart from most CFA tutors: I work part-time at a private equity search fund doing live M&A deal work, so I use the same material the exam tests — valuation, financial statement analysis, modeling — in practice every week. That makes the abstract concepts concrete.
I graduated first in my class at West Point with a degree in Mathematics...
I'm a West Point valedictorian and active-duty Army officer. I passed CFA Level II this year and am preparing for Level III in February 2027. What sets me apart from most CFA tutors: I work part-time at a private equity search fund doing live M&A deal work, so I use the same material the exam tests — valuation, financial statement analysis, modeling — in practice every week. That makes the abstract concepts concrete.
I graduated first in my class at West Point with a degree in Mathematics and Operations Research, with coursework in statistics, optimization, econometrics, and financial mathematics. As the Academy's former Head Tutor, I ran the peer tutoring program and worked one-on-one with cadets in math, writing, and test prep. Over the past decade I've tutored hundreds of students from high school through graduate level.
I specialize in CFA Level I and Level II — every topic area, with particular depth in FSA, Quant, Equity, Fixed Income, and Derivatives. Having just passed Level II, my recall is sharp and the study system I used is one I can hand to you directly. I also tutor quantitative subjects (algebra through calculus, statistics, probability) and finance fundamentals for students preparing for investment banking or PE interviews.
My approach is intuition-first. I teach the why before the how because conceptual understanding holds up under exam pressure when memorization doesn't. We'll build a plan around your exam date and work through it together. I'll show up on time, deliver what I promise, and push you to do the same.