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Steven C.

Investment Professional, CFA Charterholder, Fin/Econ background

Investment Professional, CFA Charterholder, Fin/Econ background

$100/hour

  • 7 hours tutoring

About Steven


Bio

I am currently an Investment Analyst at an Investment firm doing fundamental research on technology stocks. I carry the CFA designation and passed all three exams in succession without fail. I graduated from Muhlenberg College, B.A. Finance and Economics cum laude, and had the 3rd highest GPA in my class for both the Finance and Economics majors.

While at Muhlenberg, I was nominated by my professors to work for the Academic Resource Center as a peer tutor in economics. Furthermore, I...

I am currently an Investment Analyst at an Investment firm doing fundamental research on technology stocks. I carry the CFA designation and passed all three exams in succession without fail. I graduated from Muhlenberg College, B.A. Finance and Economics cum laude, and had the 3rd highest GPA in my class for both the Finance and Economics majors.

While at Muhlenberg, I was nominated by my professors to work for the Academic Resource Center as a peer tutor in economics. Furthermore, I started my career in Finance as an Advisor Consultant, educating Financial Advisors on capital markets and a wide range of equity, fixed income, and multi-asset strategies.

My favorite part about tutoring is watching the progress a tutee makes over the course of our time together. Seeing a tutee gain confidence in the material and achieve their goal(s) is what I enjoy and am here to do. I am very flexible in how a tutoring session is structured depending on a tuteeā€™s needs and preferred learning methods.

As an Investment Analyst I use Microsoft Excel daily, primarily for financial modeling and data analysis. I underwent training from a Wall Street Excel And Financial Modeling training company to most effectively and efficiently navigate Excel. My profession and prior training make me equipped to help anyone learning Excel basics or more advanced skills for a variety of careers.

I completed the three CFA exams in succession without fail. Working as an Investment Analyst I use many of the skills learned in the CFA program on a daily basis. Having passed Level III as recently as 2019, I am very knowledgeable on the curriculum and study process. I will be very helpful to students who need help with refining their study process and working through areas of weakness and turning them into strengths. It is impossible to master every topic on the CFA, but working together I will help put you in a position of strength to pass on test day.

Working in the financial services industry, I have held roles in both client


Education

Muhlenberg College
Finance, Economics

Policies


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Subjects

Business

Finance,

Finance

CFA Charterholder
Microsoft Excel

Computer

Microsoft Excel

Corporate Training

Finance,

Finance

CFA Charterholder
Microsoft Excel

Other

Finance

Finance

CFA Charterholder

Examples of Expertise


Steven has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


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Reviews

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Very knowledgeable, excellent tutor!

Steven has expert knowledge of financial markets and investing. He explains things very clearly and knows how to break complicated information down so that a beginner can understand. I will be scheduling another session with him!

Tracy, 3 lessons with Steven
Contact Steven

Response time: 7 hours

$100/hour

Steven C.'s Photo

Steven C.

$100/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Steven

Response time: 7 hours