Award-Winning CFA Tutors serving Summit, IL

...in university I was the teaching assistant for my Finance professors and helped my fellow students understand concepts that were not clear. I have also helped my fellow CFA candidates with concepts and practice questions and have tutored O levels students with Math problems. Since graduation I have been involved in the field of finance...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...it's about fostering critical thinking and building confidence. My approach is structured yet adaptable, starting with an assessment of each student's needs and goals, allowing me to create tailored lesson plans that drive meaningful progress. Ultimately, my aim is to inspire students to see the potential within themselves and to approach their studies with enthusiasm...

...always on my students - understanding how they learn and then tailor my instruction/help accordingly. I make things simple to understand with examples, analogies and relevant real-life anecdotes. I understand the challenges a student faces as I have successfully put four children through Big Ten and similar universities all the way to an MBA. They all...

...order to explore practical applications. While I continued my studies in liberal arts, slowly but surely I developed a passion for finance which guided me beginning my career at a multi-family office advising clients in portfolio management. While working in a number of roles through my 20s, I attained my CFA Charter. It would be...

...Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion for education and mentorship that truly...

Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.

...peers in finance related courses including corporate finance, behavioral finance, derivative instruments and alternative investment assets. I believe in connecting classroom or theoretical finance concepts and real world applications. In my experience once a student is helped to make this connection, they almost never forget the subject matter. Outside of academia, I love reading (...

...in equity, fixed income and alternatives * Financial statement analysis and corporate finance * Investment management and risk management I graduated from Yale School of Management with an MBA and had a Master of Science in Computational Finance from Tepper School of Business, Carnegie Mellon University. I became CFA charter holder since 2008. In addition,...

...an experienced professional and teacher. I have taught at the undergrad and post-grad level. My chief areas of study are finance, accounting, investments, statistics and economics. I have had my own investment management firm for a decade. I am a CFA charter holder. I promise to make your learning experience thorough and add a little...