Hire Freelance Portfolio Managers
Tarek Antaki, CFA
Tarek has 20 years of investment analyst experience across a broad spectrum of company stages (angel, venture, growth, mature) and geographies (US, Europe, MENA, and Africa) and public and private equity markets. He has invested or advised on over $250 million in investments throughout his career. Notable investments include Airbnb, Uber, Souq.com, SpaceX, MultiPlan, and EOS Energy. He looks forward to assisting clients with private and public equity research needs.
Show MoreAdam Epstein
Adam has 10+ years of experience in finance across PE (Lion Capital), debt financing (Oaktree), and investment banking. He has executed over $2 billion in M&A transactions for both early-stage companies and large enterprises. Having engaged in all aspects of a deal process from sourcing to due diligence to portfolio management and board representation, Adam enjoys the new challenges and relationships associated with freelance work.
Show MoreEric Till
Eric is a financial services professional with 15+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.
Show MoreMarvin Eng
Marvin is an accomplished life science, finance, and consulting executive with 20+ years of experience who has successfully participated in transactions totaling $15+ billion. He has extensive strategy consulting and program management experience in helping companies execute against key initiatives. Marvin enjoys advising clients from startup through Fortune 500 and helping them to achieve superior results and sustainable value creation.
Show MoreMichael Farrell
A CFA charter holder, Michael is a fixed income trader and portfolio manager who oversaw a $10+ billion portfolio. With a strong background in financial modeling and analysis, he has helped build the loan book of an education lending startup ($10 million in capital). He has worked with large firms with more than $100 billion in assets and early-stage firms and joined Toptal to help clients of all sizes steer through challenges in business growth.
Show MoreCarlos Salas Najera
Carlos is an FCA-regulated investment professional with an excellent track record of designing and managing investment strategies, particularly equity and asset allocation mandates. While the head of equity at LCAM, he helped raise AUM from $200 million to + $1 billion. He is keen on projects that allow him to utilize his investing/ML/AI background to add value. Carlos has extensive experience with institutional investors (pension funds, hedge funds, RIAs), family offices, and UHNWI investors.
Show MoreAmit Rathi
Amit is a finance and commercial executive and consultant, guiding leadership teams to achieve profitable growth. His extensive strategic and operational experience includes 20+ years at Nestlé in global and national senior leadership roles. After adding value to all aspects of Nestlé's value chain, Amit held an executive position at Livinguard, a Swiss biotech scaleup. He is currently consulting in the startup ecosystem as a finance and strategy advisor across multiple industries.
Show MoreSheharyar Khan, CFA
Sheharyar is a performance-driven M&A professional with excellent organizational, analytical, and cross-cultural project management skills. He has analyzed over $5 billion and closed regional and international M&A, portfolio divestments, and capital-raising transactions. Two of the landmark transactions of his career are the listing of an entity on the Stock Exchange and the acquisition of the largest MENA OFS company. Sheharyar is currently working on a major energy transition project at KSA.
Show MoreShalva Akhrakhadze, CFA
Shalva is a finance executive with more than 15 years of financial management experience in banking, insurance, aviation, distribution, and consulting. For the last 10 years, he's consulted and implemented many interesting projects for different industries. Shalva also has nine years of academic experience in lecturing on finance topics. His areas of knowledge and expertise are valuation, financial modeling, financial analysis, reporting, budgeting, and managerial accounting, among others.
Show MoreRomano Del Bianco
Romano has extensive corporate banking experience with JPMorgan and Macquarie Bank across Europe, the Americas, and Australia. He has led multiple acquisition finance deals from a senior lending perspective. Romano delivers value through each transaction stage, from origination and evaluation to execution.
Show MoreSean Kae Siang Lim
As a skilled CFA charterholder, Sean specializes in commercial modeling and growth strategy for startups and corporate innovations. With over five years of experience working in venture capitals, accelerators, and CVC, he has helped 20+ startups to develop their growth strategies, business plans, and financial models. Currently, Sean is working with the largest insurer in Australia to create an incubation ecosystem for insurtech, which includes industry, VC, academic, and government sectors.
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