Greg is available for hire
Hire GregGreg Alan Eisen
Verified Expert in Finance
Finance Expert
Location
Seattle, WA, United States
Toptal Member Since
March 29, 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.
Career Highlights
Financial Valulation Analyst
Private Valuations, Inc.
Financial Analyst
Singular Research
Senior Portfolio Manager
ICM Asset Management
Education Highlights
Chartered Financial Analyst (CFA) - Charter #21849
CFA Institute
CPA Certificate (Inactive License - Certificate #11263)
Washington State Board of Accountancy
Bachelor's Degree
Rutgers University
Case Studies
Industry Expertise
Other Expertise
Work Experience
Financial Valulation Analyst
2016 - PRESENT
Private Valuations, Inc.
- Created valuation models for private company clients.
- Performed valuations of holding companies and operating companies.
- Wrote and issued valuation reports suitable to justify valuations used in transfer of ownership, gift taxation, estate taxation, and other purposes.
- Interviewed business owners to gather source documents and background knowledge of intricacies of their business.
- Interfaced with outside third parties—attorneys, CPAs, investment managers—in order to gain additional knowledge of the business owner's situation.
Focus areas: Private Company Valuation
Financial Analyst
2013 - PRESENT
Singular Research
- Built financial models to support the valuation models of subject companies.
- Wrote and published reports on investment recommendations on subject companies.
- Interviewed and engaged with subject company CEOs and CFOs to gather background knowledge about the business model.
- Conducted research of outside third party sources to gain additional knowledge of subject company industry dynamics and competition.
- Presented findings to interested parties in multiple formats: in-person, web-cast, and group presentations.
Focus areas: Financial Forecasting, Investment Analysis
Chief Equity Strategist
2012 - 2012
E.K. Riley Investments, LLC
- Advised a broker-dealer organization on equity investment strategy and security selection.
- Led the investment research team.
- Communicated recommendations to a field force of registered representatives on portfolio positions and strategy.
- Chaired sales/research meetings focused on revenue generating investment strategies.
- Generated profitable investment recommendations for the firm’s clients.
- Built financial models on individual companies to generate price targets and valuation metrics.
Focus areas: Financial Modeling, Portfolio Analysis, Investment Research, Equity Valuation, Equity Research
Senior Portfolio Manager
2005 - 2010
ICM Asset Management
- Managed the small cap value and SMID cap value equity portfolios for institutions and individuals.
- Successfully reorganized a client's portfolio structure to reduce inherited performance dispersion.
- Achieved competitive returns in both tax sensitive and non-taxable client portfolios.
- Marketed the firm's products to existing and new clients and advised clients on portfolio positioning and performance.
- Built financial models of individual companies in a wide variety of industries to support investment decisions.
Portfolio Manager
1996 - 2004
SAFECO Asset Management
- Grew an actively managed small cap value mutual fund from its seed capital to over $120 million assets under management.
- Achieved a 5-year (through June 2004) annualized rate of return of 14.78%—exceeding the benchmark Russell 2000 and Russell 200 Value indices (which returned only 6.72% and 10.63% respectively).
- Maintained a 4-star overall fund rating on Morningstar (ticker SFSCX).
- Advised high-net worth investors and managed large-cap client portfolios as a portfolio manager for the SAFECO Trust Company.
- Marketed a mutual fund product to institutional investors, via presentations in large and small groups.
- Built financial models of individual companies in a wide variety of industries to support the investment decision process.
Education
1995 - 2017
Chartered Financial Analyst (CFA) - Charter #21849 in Financial Analysis
CFA Institute - Charlottesville, VA, USA
1987 - 2017
CPA Certificate (Inactive License - Certificate #11263) in Accounting
Washington State Board of Accountancy - Olympia, WA, USA
1974 - 1978
Bachelor's Degree in Accounting and Business Administration
Rutgers University - New Brunswick, NJ, USA
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