I hold a Ph.D. in Finance and the CFA charter, and have spent over 15 years working in quantitative finance at institutions including BlackRock, Dimensional Fund Advisors, Deutsche Bank, and Fort L.P., where I served as Head of North America Quantitative Research. My expertise spans equity valuation, portfolio construction, financial statement analysis, derivatives, and quantitative methods — the core subject matter of the CFA curriculum, Series 7, and Series 65/66 exams. As a CFA...
I hold a Ph.D. in Finance and the CFA charter, and have spent over 15 years working in quantitative finance at institutions including BlackRock, Dimensional Fund Advisors, Deutsche Bank, and Fort L.P., where I served as Head of North America Quantitative Research. My expertise spans equity valuation, portfolio construction, financial statement analysis, derivatives, and quantitative methods — the core subject matter of the CFA curriculum, Series 7, and Series 65/66 exams. As a CFA charterholder, I have a deep command of all three levels of the CFA program and the analytical framework required to pass them.
In addition to my industry background, I have taught graduate-level finance courses at the University of Texas at Austin, where I worked with MBA and finance master's students in a classroom setting. My teaching approach emphasizes conceptual clarity first — making sure students understand the "why" behind a topic — before drilling into the quantitative mechanics and exam-style application. I tailor sessions to where each student is struggling, whether that's fixed income valuation, portfolio theory, ethics, or exam strategy.
My tutoring experience spans one-on-one sessions with adult professionals and graduate students preparing for high-stakes exams and coursework. I am comfortable working with students at all levels of familiarity, from those approaching these subjects for the first time to experienced practitioners seeking to formalize or deepen their knowledge.
