Leading Portfolio Management Consulting Experts 2025

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.

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.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

A storyteller at heart with an 18-year extensive track record in brand, digital and sports marketing, adept at crafting narratives that resonate. Thrives on sculpting brands into entities that resonate deeply with consumers. My passion lies in infusing brands with verve, utilizing strategic design, precise messaging, and the right mediums. Known for my intuitive approach, I excel in connecting the dots between data, insights, and impactful actions while staying at the forefront of emerging media trends to engage audiences effectively.

Musician, writer, and former project manager. I've never been able to choose between music and writing - and eventually gave up deciding. I pursued a PhD in Comparative Literature at Harvard, where I wrote about music and literature, taught French and Russian language and literature, and continued my piano performance studies. Currently, I am a full-time piano teacher, songwriter, and musician performing across LA while also contributing creatively to screenwriter and showrunner Margaret Nagle's projects as a creative writing assistant. My most recent script, "Albertville," for which I have also composed the music, was a Quarterfinalist at Austin Film Festival and a Finalist in several other international festivals. I have a unique background in performing and teaching music, writing across diverse genres, and a strong organizational skillset that I sharpened as a Project Manager. I bring passion, a deep knowledge of music and writing, and an eye for detail to every creative as well as educational endeavor.

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.

As a Training Manager at Marriott International, I oversee the design and implementation of comprehensive training and development curriculum for 550+ adult learners at three Renaissance brand hotels. With my doctorate in Organizational Leadership, DEI Certificate, and Life Coach Certification, I have the knowledge, skills, and passion to create engaging and impactful learning experiences that elevate employee and guest satisfaction. In my role, I have been leading monthly educational sessions, training newsletters, career development support, and executive coaching for hotel leadership and managers. I also track and assess the effectiveness of all training and development programs, and manage collaborative partnerships with internal and external stakeholders. I have a proven track record of applying data metrics, staff development, and organizational skills to accelerate results and foster an inclusive culture. My goal is to empower staff to reach their full potential and contribute to the success of Marriott International.

I received my doctorate in Industrial-Organizational Psychology from Rice University. I now lead Learning and Innovation at Deutser, an organization of consultants and creatives designing positive change for organizations through data-based, innovative, human approaches. My research focuses on belonging, inclusive leadership, team and individual performance, and well-being in organizations. I have co-authored 16 peer-reviewed publications, presented my research at major conferences including the Society for Industrial Organizational Psychology and Academy of Management annual meetings, and earned a 3.9 cumulative GPA at Rice. I received the Lodieska Vaughn fellowship at Rice and the Doerr Institute's Innovation Award, as well as the National Science Foundation Graduate Research Fellowship honorable mention for my research in the areas of fostering workforce diversity, encouraging well-being and belonging, and strategies to facilitate inclusive leadership at work. I am a leadership coach, certified via the Doerr Institute’s CoachRICE program and have coached hundreds of leaders across industries including professional sports, energy, aviation, military, financial services, healthcare, tech, and academia, helping them live, work, and lead better. I have worked with NASA as a Selection Specialist for several years, supporting the Behavioral Performance group in astronaut selection and research related to developing high performance teams.I am skilled at advanced data visualization and analysis in R and proficient in Python, Excel, and SQL for data management, visualization, and analysis.

Adam Czeczuk is the Head of Consulting Services at Think Beyond, specializing in Salesforce platform implementations across industries such as education, automotive, finance, and IT services. With over a decade of experience in business development, team leadership, and project management, Adam has a strong track record of driving business growth and delivering scalable solutions. Adam holds 15 Salesforce certifications, along with Scrum Master and ITIL Foundation. His expertise lies in aligning Salesforce solutions with business objectives, leveraging AI to enhance customer experiences, and managing complex software projects. Adam’s leadership is centered on building teams and optimizing processes to achieve long-term success.

With the new digital transformation, I have learnt to provide complex reporting, analysis and assessments as a data analyst, using my broad knowledge of statistics, analytics, python, and data visualization. With my excellent understanding of business operations and analytics tools for effective analyses of data, I will help you align your projects and programs with your organization strategy, driving value into your organization. I am also a Leadership Strategist and Certified John Maxwell Coach & Trainer, with more than 5 years of experience offering personal and professional development. As a Senior Project manager, I work with teams to deliver projects within scope and budget. My knowledge and experience in project management processes and well-versed at providing specialized business management guidance and support will serve any organization with great value. Most essentially is my personal goal and passion of adding value to individuals and organizations. Get in touch with me and let's have a chat. Phone: 306-715-8575 Email: yemisi.iyilade@gmail.com

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.

At Interactive Consulting, my focus is on leveraging over 18 years of experience to drive transformative supply chain solutions. Our team's expertise in manufacturing process improvement and Epicor ERP systems empowers organizations to achieve streamlined operations and cost reductions. With a history of strategic leadership at TotalTrax, I have a proven track record in integrating technology into core business processes to deliver tangible results.My approach harnesses information technology planning to optimize efficiency across diverse industries, from retail to manufacturing. By fostering innovation and utilizing lean techniques, our collective efforts aim to enhance shareholder value and improve customer satisfaction. As a former Chief Product and Technology Officer, I have firsthand experience in executing mergers and driving product strategies that disrupt traditional models, reinforcing my commitment to excellence in operations and technology integration.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

With experience in team leadership, project management and corporate communications, my diverse background enables quick connection with clients and coworkers alike. * Highly analytical thinker with a talent for motivating and coordinating teams dedicated to continuous process improvement * Strong leader with a continuous passion for learning to apply best practices and achieve mission-critical milestones throughout a project's lifecycle * An excellent listener and effective communicator able to positively respond to clients’ needs and concerns * Ability to take initiative and work independently, yet a great collaborator

We train & consult on Strategy, Finance, Succession & Leadership. A successful consulting engagement for us is where the client’s measurable improvement is a multiple of our fee so that we become an investment in their future rather than a cost of doing business. * Assisted major service provider in identifying operational problems while devising strategies & tactics to improve profits through quality & performance which were achieved within 6 months * Assisted 80+ year old garment company with corporate restructure which regained profitability within 120 days * Developed a strategic business plan for a start-up consumer products firm that facilitated their securing equity financing and then profitability within first year.

Desiree Russo is a Partner and Senior Vice President of Portfolio Operations at MasonMade Ventures, where she drives operational excellence across the firm's portfolio of critical infrastructure companies. With nearly two decades of experience in construction and facilities management, Desiree brings extensive expertise in scaling processes, managing operations, and delivering best-in-class service to clients nationwide. Before co-founding MasonMade, Desiree served as Partner and Vice President of Operations at CS Hudson, where she was instrumental in streamlining workflows, exceeding client expectations, and developing internal talent. Earlier in her career, she advanced steadily through leadership roles at a facility management company—starting as a Client Team Manager and ultimately becoming Director of Client Services. She began her professional journey at Empire Facilities Management Group, rising from Coordinator to Supervisor to National Account Manager. Desiree attributes her career growth to a strong work ethic, a focus on operational efficiency, and a people-first leadership philosophy. As a female leader in a historically male-dominated industry, Desiree is known for breaking norms and modeling an inclusive, collaborative. Her leadership is characterized by humility, active listening, and a commitment to continuous improvement—for individuals, teams, and the businesses she helps to scale. She is a two-time recipient of the Circle of Excellence Award, recognizing her consistent impact in building high-performing teams and lasting client relationships.