Featured Equity Research Experts

I like to research stuff (companies, industries, products I'm interested in purchasing etc)

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Dan Buckley is a US-based trader, consultant, and writer with a background in mathematical finance and a degree in economics from Harvard University. He has written extensively on how markets behave and why - contributing to hundreds of articles, blog posts, and guides aimed at making complex financial concepts more accessible to a broad audience. Dan's hands-on experience across various asset classes gives him a grounded perspective on a wide range of topics, from trading strategy and behavioral finance to portfolio design and the realities of navigating today’s complex market landscape.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

With experience as an Executive Research Leader, I have a multifaceted background in…

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I am a Risk Management and Cyber Security professional, providing services to public and private sector clients for over 15 years.I graduated from Mount Saint Mary's in 2006 with a Bachelor's Degree in Computer Science.My most worked for award is my rank of Eagle Scout in the Boy Scouts of America, which I received on January 13, 1999.

As a Mechanical Engineer and Business Analyst, I thrive at the intersection of engineering innovation and strategic problem-solving. With experience in business development, market analysis, and process optimisation, I’ve delivered impactful results—whether driving market expansion or improving processes in manufacturing. Passionate about leveraging technology and data to fuel growth, I’m always looking for the next challenge—optimizing operations, exploring new markets, or designing innovative solutions.

Hey! I'm Smit. and it's great to meet you! I'm helping SaaS product companies reach out to their target audience with modern marketing techniques like SEO, content marketing, etc. Here's what I can do : Write blogs / articles that engage the audience and generate leads Do SEO that gets you targeted organic traffic Manage social media content to get engagement and new leads. When I'm not working, I devour books, think about marketing, and observe marketing tactics. * I got to combine my vocation and avocation, and live and breathe it. I post about building a brand and marketing in general.  Want to chat? I'm always down to talk about marketing, LinkedIn, business, or personal branding. Feel free to hit me up anytime. Cheers!

If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.

Search Engine Optimization Analyst with a demonstrated history of working in the information technology and services industry. Skilled in Search Engine Optimization (SEO), Website Promotion, Microsoft Excel, Web Content Writing, and Analytical Skills. Strong marketing professional with a Bachelor's Degree focused in B.Tech Computer Science Engineering from Geetanjali Institute of Technical Studies.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Anant Wairagade is a Technical Lead with over 20 years of experience in Software Engineering enabling IT organizations with digital transformation and helping them become secure organizations. In his more than two decades long career, Anant has worked for financial services companies where he led the design and development of several successful products in the Security, Finance and CRM domain. Beginning of his career, Anant worked as a Technology consultant for major Financial Services companies and Banks. Anant is a thought leader in Enterprise Integrations solutions. He is expert in API based data connector development, Kafka and Messaging Middleware. Anant is also an active member of several Industry Open Standard communities. He is an IEEE Senior member and serves as Program Committee Member for several IEEE and other IT conferences.

I am the executive leading the global strategy, innovation and transformation at SAP…

As a seasoned finance professional and entrepreneur, I offer a unique perspective that blends rigorous financial analysis with real-world business experience. My career spans various roles in higher education finance, entrepreneurship, and corporate settings, giving me a comprehensive view of today's economic landscape. My expertise allows me to provide insights on a wide range of topics, including budget planning, financial forecasting, entrepreneurship, and the challenges facing modern universities. I can offer data-driven analysis on financial trends, as well as practical advice for aspiring entrepreneurs. Additionally, as a local business owner and community member, I can speak to the economic climate and lifestyle of the Bay Area, particularly Marin County. Whether you're looking for expert commentary on financial matters, insights into the world of startups, or a local perspective on Bay Area living, I'm ready to provide clear, informed, and engaging responses to support your reporting.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I have close to 10 years’ experience working in the executive search sector across Asia Pacific. I am committed in connecting to talented individuals with leading organisations in management consulting and trading commodities industry. I have a track record of placing mid to senior level hires across industries such as Commodities and Energy, Research and Consulting helping clients to identify top talent across key business functions. I take a unique approach to a job search to ensure your experience with our team at Kepler Search is worth it. Recent successes:  * Placed the HR role in a one of the big oil & gas company. * Recruited an operation role for leading oil company * Hired for a Senior Analyst in a well-known management consulting company. Currently hiring for: * Quant Analyst - Oil company * Biofuel Operator- big oil companyAbout me: * In-depth understanding of management consulting and commodities trading industry * Extensive industry knowledge and robust professional network * Committed to privacy and delivering exceptional results Connect with me to discuss your career ambition and how we can help you reach your goals.Specialism: executive search, market intelligence, competitor analysis, retention & internal benchmarking and workforce planning.Contact me at:Office: +65 65408770Eva.Toledo@keplersearch.comwww.keplersearch.com | EA Licence no. 18S9419 |

I have a creative mindset, love change, and enjoy overcoming challenges. Being…