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

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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Alex Graham, CFA

Freelance Portfolio Manager

United KingdomToptal Member Since December 17, 2016

Combining technical modeling acumen with strategy consulting dexterity, Alex excels in assisting clients in understanding future opportunities and how to seize them. His career has spanned diverse roles from the UK to Colombia, fostering a flexible and creative mindset during remote engagements. Alex has received critical acclaim for his market sizing and sector research expertise and has worked with over 20 PE/VC funds, with $3+ billion of AUM, across six continents.

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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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Daniel Barr, CFA, CAIA

Freelance Portfolio Manager

Cayman IslandsToptal Member Since January 11, 2018

Dan led a team of controllers responsible for $185+ billion in assets at Credit Suisse and previously managed the acquisition/development of luxury home communities. He is passionate about helping small and mid-size businesses access the same tools employed by large corporations. Utilizing his financial knowledge and coding experience he has helped companies build financial models, automate processes, and bridge the gap between finance and IT.

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Chester Rodeheaver

Freelance Portfolio Manager

United StatesToptal Member Since October 12, 2016

With eighteen years of global experience, Chester is a seasoned management consultant and investment professional. His areas of focus include valuation, financial modeling, startup business planning, strategic planning, portfolio management, M&A, and real estate. Freelancing allows Chester to engage with clients across a broad range of industries and geographies.

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Vivek Channamsetty, CFA

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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Carolyn Deng, CFA

Freelance Portfolio Manager

SingaporeToptal Member Since May 30, 2017

A Wharton MBA and CFA charterholder, Carolyn has managed a $700 million VC portfolio, executed 20+ VC/PE investments and exits, and advised Bain clients on growth and return strategies. She's worked with startups and corporates across China, Canada, US, and Australia in VC financing, investment management, strategy, M&A and business development. Freelancing allows her to choose the projects that best leverage her unique experiences.

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Greg Alan Eisen

Freelance Portfolio Manager

United StatesToptal Member Since March 27, 2017

Greg has a wide range of skills—having excelled in his career as a CPA in public accounting and subsequently in asset management—where he built an asset management product from $5 million in seed capital to $125 million in total assets under management. As a freelancer, he evaluates business models and performs valuations for them, digging into the revenue and cost drivers of those organizations and communicating the results to the stakeholders.

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David Seamans

Freelance Portfolio Manager

United StatesToptal Member Since December 18, 2016

Dave evaluates corporate investment opportunities at a lower middle-market private equity fund. He has in-depth experience in building valuation, operating and merger models, and performing complex ad-hoc analysis. Prior to his current role, Dave raised debt and equity as an advisor at Merrill Lynch and as a partner of a credit fund. As a freelancer, he enjoys helping a wider variety of clients.

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Jacob Wright

Freelance Portfolio Manager

United StatesToptal Member Since July 27, 2017

Jake has participated in M&A transactions exceeding $500 million and performed valuations for companies of all maturities. A Vanderbilt graduate and CFA charterholder, Jake has extensive experience working with founders and senior executives of professional services and manufacturing companies to unlock the true value of their company. As a freelancer, Jake enjoys advising clients on complex issues of valuation, M&A, and financial strategy.

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Calvin Clark

Freelance Portfolio Manager

United StatesToptal Member Since March 20, 2017

Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.

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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
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Creating an app for the game
Conor Kenney
Creating an app for the game
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Leading a digital transformation
Elmar Platzer
Leading a digital transformation
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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

    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

    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

    Scale as Needed

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

  • Seamless Hiring

    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

    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

    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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