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Michael S.

Experienced and knowledgeable tutor, author and CFA Charterholder

Experienced and knowledgeable tutor, author and CFA Charterholder

$75/hour

  • 457 hours tutoring

About Michael


Bio

I aim to assist professionals as well as students accomplish their career and academic goals. I am a CFA Charterholder with experience in wealth and investment management. I am a published author with contributions to Security Markets, Valuation, and Analysis. I am well versed in economics, corporate finance, valuation, asset allocation and investing. I have helped dozens of students successfully pass CFA and Series licensing exams. I tutor to the unique needs and learning style of each...

I aim to assist professionals as well as students accomplish their career and academic goals. I am a CFA Charterholder with experience in wealth and investment management. I am a published author with contributions to Security Markets, Valuation, and Analysis. I am well versed in economics, corporate finance, valuation, asset allocation and investing. I have helped dozens of students successfully pass CFA and Series licensing exams. I tutor to the unique needs and learning style of each student. My experience is in tutoring undergraduate and graduate level students as well as professionals.
I want to take my drive and passion for business and use it to help other professionals reach their career goals. I am understanding of the difficulties and challenges one may face throughout the process, but will remain a steady tutor and mentor as needed until my student is confident in their abilities to succeed.

I hope you feel free to contact me for your tutoring needs, and any other subjects you feel are closely related. I will work relentlessly with my students finding a unique tutoring style for each one to predict the best success.


Education

Stony Brook University
Finance
CFA (Chartered Financial Analyst) charterholder
Other

Policies

  • Tutor’s lessons: In-person
  • Hourly Rate: $75
  • Rate details: Please contact me for any questions on the rate. May be negotiable.
  • Travel policy: Within 20 miles of New York, NY 10007
  • Lesson cancellation: 24 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

I graduated from Stony Brook University with a degree in Business Administration and a concentration in Finance. Throughout my undergraduate career I took a wide array of courses that I excelled in covering the many aspects of Business Administration and Management. I went on to work at a Broker-Dealer firm on Wall Street as an International Operations Specialist and will soon be starting as a Trader at an Investment Management firm. I am now also aiming towards my CFA, which will further my business depth. I am dedicated, and experienced with helping fellow peers and colleagues study not only course material but for state examinations and licenses. I have seen great success in my students, and help them relate all these scenarios to a real life example and how this would impact the market or their client. I am patient, dedicated and have ample materials I share and use with my students to achieve success.
CFA,

CFA

I have successfully passed all 3 levels of the CFA Program; all on my first attempt. This is a rigorous curriculum and is the most highly regarded designation that one can hold in the Investment Management Industry. I have a strong grasp of the curriculum and believe that I can be a valuable resource to those looking for a tutor.
Finance,

Finance

Experienced tutor in both Micro and Macroeconomics, as well as Business, Finance, Series 7, 55 and 63. My professional experience in wealth management and strong academic background translate into the way I tutor.
Series 63,

Series 63

After receiving my undergraduate degree in Finance, I started to intern and eventually work for nearly 2 years at Broker-Dealer firm. That is where I was first exposed to the importance of FINRA exams such as the 63. After a lot of my own studying and figuring out the best way to go about such an exam, I have picked up many skills, tips and tricks that I have since used to help others with these examinations. The series 63, the Uniformed Securities Agent state law test is a critical step to ones financial career. I have personal and tutoring experience with the material presented on this exam and will strive to ensure my student's success and understanding of the material.
Series 7,

Series 7

The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance professional working with trades and securities I have had to use a lot of the knowledge tested on the Series 7 in my career and day to day activities at a wall street firm. I believe this helps me give my students perspective on real life aspects of the material being covered, keeping them engaged, interested and constantly learning.
Macroeconomics, Microeconomics

Corporate Training

Business,

Business

I graduated from Stony Brook University with a degree in Business Administration and a concentration in Finance. Throughout my undergraduate career I took a wide array of courses that I excelled in covering the many aspects of Business Administration and Management. I went on to work at a Broker-Dealer firm on Wall Street as an International Operations Specialist and will soon be starting as a Trader at an Investment Management firm. I am now also aiming towards my CFA, which will further my business depth. I am dedicated, and experienced with helping fellow peers and colleagues study not only course material but for state examinations and licenses. I have seen great success in my students, and help them relate all these scenarios to a real life example and how this would impact the market or their client. I am patient, dedicated and have ample materials I share and use with my students to achieve success.
Finance,

Finance

Experienced tutor in both Micro and Macroeconomics, as well as Business, Finance, Series 7, 55 and 63. My professional experience in wealth management and strong academic background translate into the way I tutor.
Macroeconomics, Microeconomics

Homeschool

Macroeconomics, Microeconomics

Other

Finance,

Finance

Experienced tutor in both Micro and Macroeconomics, as well as Business, Finance, Series 7, 55 and 63. My professional experience in wealth management and strong academic background translate into the way I tutor.
Macroeconomics, Microeconomics

Summer

Macroeconomics, Microeconomics

Test Preparation

CFA,

CFA

I have successfully passed all 3 levels of the CFA Program; all on my first attempt. This is a rigorous curriculum and is the most highly regarded designation that one can hold in the Investment Management Industry. I have a strong grasp of the curriculum and believe that I can be a valuable resource to those looking for a tutor.
Series 63,

Series 63

After receiving my undergraduate degree in Finance, I started to intern and eventually work for nearly 2 years at Broker-Dealer firm. That is where I was first exposed to the importance of FINRA exams such as the 63. After a lot of my own studying and figuring out the best way to go about such an exam, I have picked up many skills, tips and tricks that I have since used to help others with these examinations. The series 63, the Uniformed Securities Agent state law test is a critical step to ones financial career. I have personal and tutoring experience with the material presented on this exam and will strive to ensure my student's success and understanding of the material.
Series 7

Series 7

The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance professional working with trades and securities I have had to use a lot of the knowledge tested on the Series 7 in my career and day to day activities at a wall street firm. I believe this helps me give my students perspective on real life aspects of the material being covered, keeping them engaged, interested and constantly learning.

Ratings and Reviews


Rating

5.0 (106 ratings)
5 star
(104)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews


The absolute best!!

Michael is super knowledgeable, patient, and a phenomenal tutor! Every single session was engaging insightful and provided me with much needed clarity on the concepts needed for the SIE exam. I highly recommend working with him.

Rafael, 5 lessons with Michael

Invaluable help

Mike guided me through months of preparation for the CFA Level II exam. His detailed knowledge of the curriculum and gift for explaining complex subjects improved my performance immeasurably. He is a dedicated, dependable, and caring instructor. I will depend upon him in the future.

Alex, 15 lessons with Michael

Super helpful!

Laid out a great study plan and really helps me execute it. Great knowledge of the material and how to approach exam.

Eli, 3 lessons with Michael

Excellent Tutor

I was very pleased with him! Excellent, patient tutor - would highly recommend! Was on time, did a great job, and his knowledge on finance was superb! I feel so much better now that he has answered all my queries!!!

Anoop, 1 lesson with Michael

Knowledgeable and patient tutor

Michael and I discussed a number of different topics related to corporate finance and investment banking. I had given Michael a list of items I had wanted to discuss, but as we began, numerous topics popped into my mind and he didn't miss a beat. I appreciate Michael's flexibility.

Lisa, 1 lesson with Michael

CFA

Michael was great. Very and nice and extremely knowledgeable. We broke down hard topics which made the material a lot more bearable. Would definitely recommend him and will use him again for the next level.

Todd, 1 lesson with Michael

Amazing tutor!

Michael taught me corporate finance. I am a MPA candidate at Columbia SIPA. He has a great grasp on all the material, and has a unique way of teaching that makes understanding simple. I highly recommend having Michael help you!

Matias, 3 lessons with Michael

Great!

Really did like Michael and he went at a slow pace to make sure I understood the material! Will be meeting with him again!

Robert, 5 lessons with Michael

Knowledgeable and charismatic tutor

Michael helped me get prepared for my CFA Level 1 Examination. The most important thing that I learnt from him is the second level thinking that is required in order to pass the exam. With only a few days to go to the test, I feel like I am in a better position pass the exam. I would highly recommend Michael for anyone who is working towards a finance degree or studying for the CFA program. Thank you, Michael!

Timothy, 10 lessons with Michael
Contact Michael

Response time: 9 minutes

$75/hour

Michael S.'s Photo

Michael S.

$75/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Michael

Response time: 9 minutes