Hire remote equity research analysts near Philadelphia or in a similar time zone
Sean Heberling, CFA
Freelance Equity Research Analyst
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. He is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Matthew Andrejkovics
Freelance Equity Research Analyst
Matthew has a diverse background that includes accounting, M&A advisory, small business management, and equity research. He joined the Toptal network to more effectively optimize his utilization and due to his interest in working on a variety of client engagements. Given Matthew’s broad professional experience, he has worked at large companies, like Morgan Stanley, and small companies, like his family business where he spent four years in a managerial capacity.
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Charles Strout
Freelance Equity Research Analyst
A chartered financial analyst and Columbia/London Business School MBA, Charlie founded a consulting firm specializing in providing strategic and financial analysis. He also currently leads strategic initiatives at FreeWheel Media. Recently, Charlie’s work has included conducting equity research and valuing non-traditional data sets. He joined Toptal to help clients to leverage financial and strategic analysis to improve business results.
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Neil Portus | CFA, CMA
Freelance Equity Research Analyst
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Thomas Robb
Freelance Equity Research Analyst
Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.
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Godfrey M. Bakuli
Freelance Equity Research Analyst
Starting his career at Morgan Stanley, Godfrey has worked with both startups and large enterprises on $6 billion of strategic assignments. In 12+ years, this advisory has included M&A, divestitures, and equity and debt financings. Last year alone, he helped startups in the data center, transportation, drone infrastructure, and CPG spaces raise $14 million. Godfrey freelances as a means to broaden his network and deepen his industry knowledge.
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Ludwig Diaz
Freelance Equity Research Analyst
Ludwig has closed over $30 billion of transactions in the US and Europe at Deutsche Bank's investment banking division. He has worked closely with investment professionals at top firms like Blackstone and Starwood Capital on deals ranging from asset and business disposals to multi-billion dollar acquisitions. He joined Toptal to connect with other entrepreneurs and go-getters and share his knowledge around investing, financing, strategy, and M&A.
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Leonard DeProspo
Freelance Equity Research Analyst
Leonard has published equity research on financial technology firms representing over $500 billion of combined market capitalization. He joined Toptal to draw upon his extensive Wall Street experience and create differentiated analysis for his clients. In the past 13 years, Leonard has worked across four different sell side firms and co-authored over 1,400 research reports. He has 19 total years of experience in finance and valuation.
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Josh Vogel
Freelance Equity Research Analyst
With 20+ years of experience, Josh has participated in $50+ million of private placements and provided research coverage of 25 publicly-traded companies. He has extensive experience working with C-suite executives of private and public companies across the professional services, insurance, technology, and healthcare sectors. As a freelancer, he utilizes his skills in financial analysis, modeling, and valuation to drive organizational excellence.
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Ahmar Ahmad
Freelance Equity Research Analyst
Ahmar, a Wharton and Columbia Business School graduate, is a hedge fund investor with experience across financial services, healthcare, and business services. Trained as a management consultant, he informs his investing with a detailed operational understanding of the business. Freelancing enables him to leverage his quantitative aptitude and modeling skills to help clients improve growth, enhance margins, and better allocate capital.
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