Hire the Top 3% of Portfolio Managers

Toptal is a marketplace for top Portfolio managers, experts, and specialists. Each Portfolio manager is thoroughly vetted and trusted by top companies for their most critical portfolio management projects.

No-Risk Trial, Pay Only If Satisfied.

Hire Freelance Portfolio Managers

Kyle Wade

Freelance Portfolio Manager

United StatesToptal Member Since November 20, 2017

Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.

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Previously at

Wade Strategy, LLC

Arda Gurtuna

Freelance Portfolio Manager

SpainToptal Member Since March 29, 2022

Arda has 12+ years of expertise in strategy development and execution, GTM engagements, operating and business model design, corporate transformation, project management, research, and board-level advisory. He has led 100+ successful projects for unicorns, startups, conglomerates, VCs, private equities, and top global organizations. He joined Toptal to help clients tackle their most challenging problems and make them win while pursuing his own endeavors and board-level roles.

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George G. Shapovalov, CFA

Freelance Portfolio Manager

United StatesToptal Member Since November 30, 2017

George is a seasoned CFO and former Citibank banker with 17 years of experience executing $2+ billion in debt, equity, and M&A transactions for public and private companies across a variety of industries. He's an independent consultant who helps clients with corporate finance, capital raising, and M&A for growth as well as turnarounds.

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Previously at

Eques Finance

Omar Itani

Freelance Portfolio Manager

SwitzerlandToptal Member Since January 9, 2019

Omar is a strategic advisor and successful investor with over thirteen years of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped multiple tech startups raise over $50 million in funding. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.

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Previously at

ICP Partners

Vishnu Venkatesh

Freelance Portfolio Manager

United Arab EmiratesToptal Member Since December 15, 2021

Vishnu has executed $3 billion in M&A over the last seven years, including the first take-private transaction in the Middle East and building the 10-year investment strategy of Dubai's sovereign wealth fund. He has extensive experience in preparing advanced valuation and operating models, pitch decks, and investment memorandums. Vishnu is a CFA charter holder and has joined Toptal to assist companies while traveling in South America over the next six months.

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Previously at

Dubai Holding

Peter Mullen

Freelance Portfolio Manager

United StatesToptal Member Since August 17, 2020

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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Previously at

JGM Capital Management

Sean Heberling, CFA

Freelance Portfolio Manager

United StatesToptal Member Since October 12, 2017

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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Previously at

Addvia Capital

Yiannis Ritsios, CFA

Freelance Portfolio Manager

GreeceToptal Member Since October 14, 2018

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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Previously at

European Commission

John Lothian

Freelance Portfolio Manager

United KingdomToptal Member Since September 24, 2020

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.

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Previously at

M&G Investments

Martin Pretty

Freelance Portfolio Manager

AustraliaToptal Member Since June 9, 2017

Martin is an investment and finance veteran and a CFA charter holder. He has held the head of research roles on the sell-side, managed investments for a well-known and highly regarded family office and sat on the boards of several public companies. Martin is also the founder and investment manager of a boutique investment management firm.

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Previously at

Equitable Investors

Vivek Channamsetty

Freelance Portfolio Manager

United StatesToptal Member Since August 10, 2017

Vivek's raised $10 billion for the Cox leveraged buyout financing, advised UBM on a $2 billion M&A deal, and led investments for multibillion-dollar hedge funds. He's executed debt and equity transactions, M&A advisories and principal investments for leading Wall Street firms like JP Morgan, Credit Suisse, and HSBC in healthcare, media, telecom, and retail. He joined Toptal to work on challenging projects while pursuing other aspirations.

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Previously at

Summer Road

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Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Building a cross-platform app to be used worldwide
Thierry Jakicevic
Building a cross-platform app to be used worldwide
Testimonials

Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

How to Hire Portfolio Managers through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Portfolio Manager for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Portfolio Manager for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Portfolio Managers different?

    At Toptal, we thoroughly screen our Portfolio Managers to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

  • Can I hire Portfolio Managers in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with a Portfolio Manager within 48 hours of signing up. Start now.

  • What is the no-risk trial period for Toptal Portfolio Managers?

    We make sure that each engagement between you and your Portfolio Manager begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

Tap Into World-Class Talent

  • Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Featured Toptal Portfolio Managers Publications

Top Portfolio Managers are in High Demand.

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