Hire Freelance Stock Market Experts
Peter Mullen
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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JGM Capital Management
Zachary Elfman
An American, now resident in Spain, Zachary continued his journey in London after completing his master's at the LSE, first as an analyst for a PE fund before switching to a global value hedge fund. Zachary is an expert in modeling, fundamental analysis, and valuation. As a freelancer, Zachary has completed the sale of a small business, advised on early-stage funding rounds, and acted as interim CFO for upstart companies. When he is not freelancing, he enjoys making wine.
Show MorePreviously at
Flooring Solutions, Inc.
Omar Itani
Omar is a strategic advisor and successful investor with 13+ 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.
Show MorePreviously at
ICP Partners
Andy Vietor
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
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Hamilton Clark Sustainable Capital, Inc.
Robert Balsamo
As a publishing equity analyst for UBS and FBR Capital Markets, Robert maintained comprehensive research on a coverage universe valued over $100 billion. He has also facilitated over $100 million of debt and equity capital raises. In freelancing, he leverages his creativity and his expertise in valuation, market analysis, and financial modeling to help clients navigate competitive markets and assess investments and finance for long-term success.
Show MorePreviously at
FBR & Co.
Ryan Downie
Ryan left the hedge fund equity research world to found Montane Consulting, a practice specializing in startups, growth, and exiting planning. Since then, Ryan has helped clients raise more than $150 million in early-stage capital. Ryan's duties are generally fractional strategic financial director/CFO and fundraising advisor.
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Montane Consulting
Neil Portus | CFA, CMA
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
Show MorePreviously at
Unity Development Group
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