Hire remote equity research analysts near Philadelphia or in a similar time zone
Sean Heberling
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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Evgeny Vostretsov, CFA, FRM, CAIA
Freelance Equity Research Analyst
A hedge fund analyst and a former CFO of a startup, Evgeny performed deep-dive research on 15+ public equities and evaluated 30+ private equity and mezzanine debt transactions. Before getting an MBA from Chicago Booth, Evgeny founded an online retailer that sold across 11 time zones. He has advised on $5B+ valuations while at E&Y. He enjoys freelancing to help clients with evaluating investments, financial modeling, capital raising, and M&A.
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Bertrand Laroche
Freelance Equity Research Analyst
Bertrand directly deployed $250 million in private equity and venture capital transactions in energy, infrastructure, and sustainable companies. He has worked on $10 billion worth of M&A, private placements, and structured finance deals at global investment banks (BNP Paribas, Société Générale). While becoming a thought leader on ESG, he enjoys freelancing to help investors and startups with their financial and strategic planning, investment due diligence, capital raising, and ESG strategy.
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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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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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Matthew Lo
Freelance Equity Research Analyst
An MIT and UPenn alumnus, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, Morgan Stanley Capital Partners, etc.), working on over $10 billion of capital-raising, M&A, and investment projects. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, including a unicorn funded by Softbank. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
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Hudson Cashdan
Freelance Equity Research Analyst
Hudson has a broad financial experience as a trader, hedge fund equity analyst and portfolio manager, middle-market private equity associate, and director of finance for an enterprise SaaS startup. He is a strategic thinker adept at dealing with the details of a business or transaction. As a freelancer, Hudson enjoys exposure to a range of industries and business models while working with innovative management teams to advance solutions.
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Ron Rich
Freelance Equity Research Analyst
Ron has spent his career helping management teams leverage finance to strategically plan and drive operational improvement. With clients that have ranged from startups to billion dollar PE-backed companies, he has developed a deep expertise through his roles as an investment banker, management consultant, venture capitalist, and entrepreneur. Freelancing allows him to work with a wide variety of clients and to address pressing, relevant issues.
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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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Graham Smith
Freelance Equity Research Analyst
Graham has executed numerous venture capital deals and published equity research for global Fortune 100 corporations while working at leading Wall Street investment banks (Credit Suisse) and startup studios (Bionic). He’s a principal at What If Ventures, a mental health venture fund and co-founder and CFO of an NYC-based restaurant.
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Peter Mullen
Freelance Equity Research Analyst
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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