Hire Freelance Asset Management Consultants
Stephen Kelly
With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.
Show MorePreviously at
Grand Coast Capital Group, LLC
Brendan Murphy, CFA
Brendan is a versatile finance specialist—having held both senior corporate finance and investment professional roles—with a deal portfolio exceeding £600 million. During his career, he has worked for the largest bank in Africa as well as private market investors and has accumulated experience in the technology, consumer, and real estate sectors. Brendan freelances to leverage his experience in financial modeling, due diligence, market research, financial analysis, and fundraising.
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Private
Kamen Dimitrov
Kamen manages finance, HR, and IT at a rapidly developing industrial company. He managed a large scale investment program at Arexim, which resulted in revenue growth of over 200% for eight years. Kamen is skilled in business planning, financial analysis, market risk, and banking. He has successfully leveraged his skills in freelance projects helping businesses in structuring debt financing and enjoys consulting on various investment projects.
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Arexim Engineering - AREXIM
Nathan Krishnan S
During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.
Show MorePreviously at
Reason Street LLC
Yiannis Ritsios, CFA
Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.
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European Commission
Peter Mullen
Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
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JGM Capital Management
Brendan Fitzgerald
Brendan has raised over $700 million and built strategic relationships with numerous Fortune 500 companies to help grow businesses in more than ten industries. He loves freelancing, as it allows him to apply his skills to a variety of problems. Brendan uses his years of experience as a startup CEO and financial advisor to help companies create viable business plans and raise the capital needed to implement them.
Show MorePreviously at
Viseon Partners, Inc.
Benjamin Bryer, CFA
A CFA charterholder with an MBA from NYU, Ben has more than 10 years of buy-side experience. Having worked in both institutional asset management (fixed income) and middle-market private equity, Ben has been involved with a wide variety of transactions. As a freelancer, Ben offers M&A advisory services to buy-side and sell-side clients, specializing in due diligence, financial modeling, valuation, and deal structuring.
Show MoreAndreas Rosenau
After an eighteen-year financial career as a portfolio manager for a $500 million investment portfolio, a CFO, and a financial controller for P&G, Andreas has ventured out in consulting to work closely with entrepreneurs, investors, and executives to help maximize value. Andreas has a range of expertise from financial analysis to valuation and impact investing and has executed numerous debt, equity, and M&A transactions over $320 million.
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Blowplast
John Lothian
John Lothian is an accomplished global investor and financier with nearly two decades of experience. A graduate of Columbia Business School, John has enjoyed a successful career at top-tier banks and investment houses in the US, Europe, and Japan, including M&G Investments, Lazard, and Lehman Brothers. John recently established a freelance financial advisory business because he values working directly with clients to solve their unique strategic and financial challenges.
Show MorePreviously at
M&G Investments
Nadine Tran
Nadine is a real estate professional with over a decade of experience in real estate, private equity, entrepreneurship, and investment banking. During this time, she was responsible for investment analyses and asset management for transactions ranging from $25 million to $1.5 billion. Nadine freelances to leverage her expertise in real estate, investment analysis, financial modeling, and developing presentations.
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London-based Family Office
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