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As a CFA Level 3 candidate and an MBA with an emphasis in finance from USC, I tutor Finance students and CFA candidates preparing for the Levels 1 and 2 exams. Having had careers in finance and education, my objective as a finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations and enable students to apply the tools to real-life situations that finance professionals face daily.

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James’ Qualifications

Education & Certification

Undergraduate Degree: Whitman College - Bachelor in Arts, Biology, General

Graduate Degree: University of Southern California Marshall School of Business - Masters in Business Administration, Finance


My outside interests include capital markets, fitness, reading, and skiing…

Tutoring Subjects


CFA - Chartered Financial Analyst - Level 1

CFA - Chartered Financial Analyst - Level 2

Professional Certifications

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