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.
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Hire Portfolio Managers

Sean Heberling, CFA, United States

freelance Portfolio Manager
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, inves... Click to continue

Calvin Clark, United States

freelance Portfolio Manager
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 strate... Click to continue

Chester Rodeheaver, United States

freelance Portfolio Manager
Chester is an experienced management consultant and investment professional with over fourteen years of global experience. His areas of focus include valuation, financial modeling, startup business planning, strategic planning, portfolio management, M&A, and real est... Click to continue

Alex Graham, CFA, United Kingdom

freelance Portfolio Manager
Alex is a London-based CFA charterholder who has had a global career. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting and bond/currency trading. With a technical skill set and an engaging commu... Click to continue

Vivek Channamsetty, CFA, United States

freelance Portfolio Manager
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 Str... Click to continue

Jacob Wright, United States

freelance Portfolio Manager
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 ... Click to continue

Daniel Barr, CFA, CAIA, Cayman Islands

freelance Portfolio Manager
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 ... Click to continue

Greg Alan Eisen, United States

freelance Portfolio Manager
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 freelanc... Click to continue

Carolyn Deng, CFA, Singapore

freelance Portfolio Manager
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... Click to continue

FAQs

How are Toptal Portfolio Managers different?

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

What is the no-risk trial period for 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.

How fast can I hire Portfolio Managers through Toptal?

Depending on availability and how fast you can progress, you could start your no-risk trial with a Portfolio Manager within 48 hours of signing up. Most of our engagements start within 2 weeks of discussing your project with us.