Most Recommended Portfolio Management Experts

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

I am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.

I’m a fee-only fiduciary financial adviser, chief investment officer and founder of Cedar Point Capital Partners, where I help executives, business owners, and affluent families navigate complex financial decisions with clarity and discipline. I regularly comment on investment strategy, retirement planning, tax-aware wealth management, and how households actually manage cash, risk, and returns in real-world markets. My perspective centers on long-term thinking, realistic return expectations, and minimizing the practical risks that often drive outcomes during periods of market stress or transition. I’ve been featured in national and regional media on topics including retirement policy, savings strategies, and fiduciary excellence. As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here or in any media I provide commentary in are general in nature and not intended as individualized investment advice. For more information, please visit: https://www.cedarpointcap.com/disclaimers-disclosures/

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

Marcel is the founder and CEO at CRYLO®, a crypto wealth management platform fully powered by artificial intelligence (AI) and machine learning (ML) algorithms, providing personalized crypto investment portfolios. Before that, he also founded iMi Blockchain, a global blockchain consulting and Web3 development firm. Marcel served as a board member and managing director in various companies. He was marketing manager at 3M, leading their industrial business in Switzerland. Furthermore, Marcel is a member of the Crypto Valley Association in Zug, Switzerland. Marcel studied Economics, Banking and Finance, in Zurich, Switzerland, as well as Blockchain Strategy at the University of Oxford (Saïd Business School).

Gaurav Shah is the Managing Partner at Arete Ventures, advising founders, early-stage teams, and institutional investors across the US, EU, UK and India, with extensive experience in the Silicon Valley ecosystem. Over the past 19+ years, he has worked across the full spectrum of entrepreneurship and private capital; from guiding startups on market signals, traction, fundraising, and scaling decisions to supporting investment firms on due diligence, M&A, portfolio value creation, and performance improvement. He brings a blended operator–investor perspective, having evaluated hundreds of companies for institutional investors (PE, VC, hedge funds, and family offices) while also working directly with investor backed entrepreneurs on strategy, product-market fit, and execution. His pattern-recognition across both sides of the table allows him to translate real market truths into practical, founder-ready insights. He further serves on the investment committee (IC) for venture capital firms and advises board members actively across US & EU. Focus Areas Entrepreneurship & Startup Advisory: product-market fit, early traction, market validation, GTM strategy, fundraising readiness, founder coaching Institutional Investor Advisory (buy side): commercial & technical due diligence, M&A strategy, competitive intelligence, investment memos, portfolio performance improvement Sectors: AI, SaaS, fintech, blockchain, climate-tech, renewable energy, Web 3.0, deeptech, life sciences and other frontier technologies

Visionary and Entrepreneurial leader that delivers a unique combination of strategic, operational, technical, and transactional expertise in finance, media and tech.

I work with you and your family to build your portfolio and develop a stable recurring income for your lifetime and that of your loved ones.We try to make that income tax efficient, so that we have as much after-tax income in your pocket to provide you with a comfortable retirement. For your non-registered monies, we generate tax preferred income through Canadian dividends that receive the dividend tax credit.As an example, there is a family I work with that receives about $100,000 in Canadian dividends every year from their joint account. Of this amount, $50,000 is taxed in each spouse's tax return along with their RRIFs and government pensions. As such, they pay very little taxes and have almost all of that income for their living needs. The dividends are of Canadian companies that are common shares and preferred shares. The common shares are of large dominant businesses with stable earnings enough to fund the dividends; like banks, telecoms, pipelines/utilities, insurance companies, etc.These companies are the type that clients are generally very comfortable with holding. Although the common share prices can fluctuate up and down through time, they have typically paid dividends for more than 50 years and are ones I feel can continue to pay well into the future. In addition to common shares, we hold higher quality Canadian preferred shares to generate tax preferred income and stability to your portfolio.We structure your personal investments to act like a pension. We use a fund to hold up to a year of cash needs. From this fund we take regular monthly withdrawals and automate transfers to your bank account every month. We then scoup up the dividends to top up the fund.As we want you to have a well diversified portfolio, we hold bonds and foreign stocks in tax registered accounts, like an RRSP, RRIF or TFSA.I do more than just managing investments. I provide estate planning to make sure your estate will pass to your spouse, children and other loved ones in a tax efficient way. And through financial planning, we want to make sure your financial situation doesn't get derailed if "life happens".The biggest value some say I provide, is that you and your family have someone who is experienced and knowedgeable in financial matters to help you, your spouse and children (especially after you have passed away) throughout your lives.I look forward to hearing from you:Office Tel: 604-288-2083Toll free: 1-855-855-9267 Extension 2Office Email: steve@lycosasset.comKindest regards,Steve Nyvik, BBA, MBA, CIM, CFP, R.F.P.

Matt is Managing Partner at QCI Partners LLC, a digital assets and crypto hedge fund. He has 16 years of financial market experience and has been active in crypto since 2016.

I understand that your financial success is the result of hard work, dedication, and…

Patrick Höfliger is the founder and CEO of a Swiss AI company applying advanced artificial intelligence to private-equity, M&A, and other high-stakes investment decisions. With more than ten years in investment banking and private equity, he brings first-hand experience from roles that demand trust, rigor, and accountability. He focuses on how AI is reshaping decision-making in finance beyond automation, emphasizing explainability, traceability, and reliability. Patrick is a frequent speaker and sparring partner on the real-world limits and risks of generative AI in professional settings. He is available to comment on AI, investing, and the future of automating complex decision-making.

At Truepoint, I build and manage client portfolios and ensure that clients’ investment strategies are well integrated into their overall financial plans. I bring a combined investment and financial planning background to offer insights into behavioral finance, knowing that one of the biggest hurdles investors have is the emotional side of investing. I'm particularly interested in macroeconomics and am especially skilled at explaining technical concepts in plain language. I was drawn to Truepoint because of its client focus, which enables me to get to know clients personally and see firsthand how my work helps them reach their goals.I spend most of my free time outdoors with my husband and two young children, usually at the park or the zoo. I also love to travel and explore new places.

In 2015, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 million in assets. Bachelor of Science, Massachusetts Institute of Technology (MIT), 1997 CERTIFIED FINANCIAL PLANNER™ (CFP®), 2003 Chartered Financial Analyst (CFA), 2006 Accredited Estate Planner® (AEP®), 2024

Experienced PMP certified Project Manager with a demonstrated history of working in the information technology and services industry. Skilled in Requirements Analysis, Resource Management, Project Management and Agile Methodologies. Strong program and project management professional with a Bachelor of Engineering (BE) focused in Electronics and Communications Engineering from GEC Bhopal.

Raj Karan Gunukula is a seasoned technology leader with 14+ years of experience driving large-scale AI, machine learning, and data infrastructure programs across fintech and commerce. He currently serves as Group Technical Program Manager at Coinbase, where he leads AI adoption across the software development lifecycle. Previously at Amazon, Raj rose to Principal TPM, founding and leading a team of TPMs supporting XXX+ engineers, scientists, and analysts to deliver flagship Generative AI and intelligent advisor solutions that scaled to over one million sellers worldwide. His career blends deep technical grounding from his B.Tech. in Electrical Engineering at IIT Dhanbad (Silver Medalist) with hands-on leadership in AI innovation, product scaling, and business transformation.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

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.