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HBS Cases, Financial modeling->Investment Banking & Private Equity
Richard T.

183 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $95

About Richard


Bio

I have analysed over 300 HBS Cases spanning Finance, VC, PE and Entrepreneurship. I was a lead instructor at a top wall street training firm for investment banking interns and new hires at private equity firms. I led courses in Excel Modeling courses in: 3-Statement Modelling, M&A Modeling, Comps Modeling, and LBO Modeling, I am University Associate Adjunct Finance Professor . I have an MBA -finance, hold a Chartered Financial Analyst (CFA) charter, a Chartered Alternative Investment Analyst...

I have analysed over 300 HBS Cases spanning Finance, VC, PE and Entrepreneurship. I was a lead instructor at a top wall street training firm for investment banking interns and new hires at private equity firms. I led courses in Excel Modeling courses in: 3-Statement Modelling, M&A Modeling, Comps Modeling, and LBO Modeling, I am University Associate Adjunct Finance Professor . I have an MBA -finance, hold a Chartered Financial Analyst (CFA) charter, a Chartered Alternative Investment Analyst (CAIA) charter, Certified Management Accountant (CMA) charter and a Series 79 license. Currently registered to take CPA exams.

I have taught undergrad and graduate courses in:
Corporate Finance, Financial Statement Analysis ,Investments, Financial Accounting, Financial Modeling, Options & Futures, and Fixed Income Analytics .

I only tutor financial topics. And I have tutored undergrads, MBAs, Executive MBAs, Investment Banking Interns and Private Equity job candidates. For example, I have helped students and interns to prepare/answer job interview modeling cases ( e.g., "Paper" LBOs, Excel based cases) given as part of an Investment Banking or a Private equity interview process.

Courses/topics that I have tutored include: Corporate Finance, Advanced Corporate Finance, Private Equity (MBA), Fixed Income, Investments, Financial Statement Analysis, Statistics for MBA's, Financial Modeling (e.g., three-statement, DCF, Mergers and Acquisitions, and LBO's), and preparation for the CAIA exam.

My Financial Industry experience includes eight years managing equity portfolios over a $150 million AUM at boutique shop, Financial Modeling Instructor in NYC , consulting on Modeling LBO deals, and supporting Equity trading desks at a large NYC bank.


Education

StonyBrook University
Quantitative Finance
StonyBrook University
Masters
Sacred Heat University
Other

Policies

  • Hourly Rate: $95
  • Rate details: In person tutoring has 2 hour minimum.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 3/3/2026

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

CFA

CFA

I earned my CFA charter in 2006. I earned my CAIA charter in 2011.
Finance

Finance

I also have 15 yrs professional finance experience and hold a CFA charter.
Microsoft Excel

Microsoft Excel

I have created Excel Financial models for Equity Valuation, LBO's, Real Estate Underwriting, and Real Estate Construction.

Examples of Expertise


Richard has provided examples of their subject expertise by answering 4 questions submitted by students on Wyzant’s Ask an Expert.

Richard T.'s Photo

Questions? Contact Richard before you book.

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Ratings and Reviews


Rating

4.9 (74 ratings)
5 star
(70)
4 star
(3)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

Amazing Tutor

I have been working with Richard all semester. He is great! He explains all the concepts very well and makes them easy to understand. He is very understanding and knowledgable about the topics. I was struggling in my finance classes and he helped me excel throughout the semester. He has helped me with futures and options on foreign exchange and many other topics. Highly recommend!

Taylor, 6 lessons with Richard

Excellent tutor

Rich is a finance expert and wonderful tutor. I have learned so much from him and I can’t recommend him enough. His understanding of complex finance principles and patience as an instructor is very valuable.

Cristina, 2 lessons with Richard

accounting + modelling lesson

He was super helpful and went at a good pace that was easy to follow, I would recommend him to anyone who needs finance help! I will be using him again. He was also really flexible about how long we met for, which was helpful.

Anika, 1 lesson with Richard

Patient and Clear

Richard was very helpful in helping me prepare for my final. He was patient and clear in his explanations, helping me to feel much more confident in areas I was iffy on.

Hanna, 1 lesson with Richard

Great CFA level 2 Tutor

Had a great first session with Richard. He has command of CFA topics and is able to quickly explain concepts and approaches to exam problems. We covered key fixed income topics and theories. Looking forward to working through additional CFA 2 topics!

Roland, 1 lesson with Richard

very helpful! super flexible!

Rich helped understanding of case study and spreadsheeting for my advanced financial management class. He was very flexible with scheduling and super helpful !

Robby, 2 lessons with Richard

Excellent and extremely knowledgeable

Rich was able to aid me with my tough finance classes in grad school and helped me pull off my A’s that I was looking for! Was very thankful to have worked with him.

Thomas, 5 lessons with Richard

RE finance

Very good tutor explaining concepts and is easy to reach and communicate with. Can expand and simplify your topics of question on a range of issues and topics to help you

Michael, 5 lessons with Richard

Extremely knowledgeable, efficient, and eager to help!

Richard is an expert in the field of Corporate Finance. He is very energetic and will work within your timelines as if they were his own. He works very quickly and explains with understandable detail. I have used other tutors which were ok, however, when I found Richard, I was very impressed at how he didn't waste any time he just jumped right in without hesitation or confusion as to what I needed help with. Richard is an excellent tutor and I highly recommend him!

Elizabeth, 2 lessons with Richard

Knowledgeable and patient tutor

Richard helped me with my Corporate Finance (MBA) class. He was very knowledgeable and extremely patient. He was willing to go back over principles and provide a step by step explanation.

Carine, 1 lesson with Richard
Hourly Rate: $95
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