Financial Literacy Courses

Since 2016, I've transformed clients' financial trajectories through expert education in investment strategy, corporate finance, and sophisticated business methodologies. My approach at Moderation Investments combines rigorous analysis with practical insights developed from hundreds of hours working with entrepreneurs, corporations, investment managers, and family offices. My team has empowered students from premier institutions like Stanford, Wharton, and Columbia across five continents. We reject one-size-fits-all solutions, carefully assessing each client to deliver transformative value through our adaptive methodology. With credentials including a Duke MBA, the CFA designation, multiple FINRA certifications, and over a decade managing significant portfolios at leading hedge funds and investment banks, I bring battle-tested expertise to every financial challenge.

My journey from inspired student to financial expert was shaped by exceptional professors who unlocked my communication potential. This talent led Bloomberg to invite me as a commentator during my distinguished Wall Street career spanning capital markets, banking, behavioral economics, and international risk management. My academic credentials include an Emerson College graduate scholarship (3.64 GPA) and Harvard graduate coursework in Administration and Management. This unique blend of real-world expertise and academic rigor enables me to effectively coach diverse clients—from policy makers and economists to students and seasoned investors. My extensive experience interviewing hundreds of CEOs and candidates across all organizational levels informs my teaching in leadership, career development, entrepreneurship, economics, and organizational behavior. I'm passionate about helping others achieve their financial goals and offer complimentary resume reviews and interview assessments to demonstrate my commitment to your success.