In today's complex financial markets, expert portfolio management consulting is crucial for maximizing returns and minimizing risks. Featured.com's curated directory showcases top-tier portfolio managers and investment strategists who have been featured in leading financial publications, offering invaluable insights on asset allocation, risk assessment, and market trends. These seasoned professionals provide authoritative perspectives on everything from passive indexing to active management strategies. For publishers and media outlets, our directory offers quick access to credible sources for articles, interviews, and expert commentary on portfolio management topics. Simultaneously, it provides consultants with a platform to enhance their visibility and establish thought leadership in the competitive finance industry. Whether you're seeking expert input for your next financial piece or looking to share your portfolio management expertise, explore our directory to connect with the right professionals.
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Managing Consultant and CEO at spectup
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.
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Portfolio Manager at Shackleton Wealth Management
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Head of Consulting Services at Think Beyond
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.
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Senior Portfolio Manager at PensionizeMe
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Wealth Management Advisor at Cetera Investors
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.
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Co-Founder at Dallas House Sale Group
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.
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Partner + Sr VP of Portfolio Operations at MasonMade Ventures
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.
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Senior Marketing Consultant at BeastBI GmbH
I am the founder of BeastBI GmbH, a digital consultancy specializing in digital marketing. Whether it's marketing analysis, restructuring, or migration. We focus on optimize marketing budgets and improve ROIs. HubSpot and Google Ads certified and partner. With over a decade of experience across CRM, Paid Ads, SEO, (B2B) leadgen and marketing analysis, I combine technical know-how with a deep understanding of marketing & business strategy. I work and lead a remote team, scaled international campaigns. I also support companies as interim head of marketing and similar positions.
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Co-Founder at Uncle Tex Buys Houses
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.
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Management Consultant at Alphacron
I am a management and technical consultant with over 10 years of experience in delivering successful outcomes for my renowned clients (including Rolls-Royce, Siemens, Meggitt, Quest Global and Siemens Energy). My areas of expertise include complex project and programme management in aerospace, manufacturing, engineering and energy industries.
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Director of Project Management at High Rise Financial
I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.
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Founder, Career Transition Strategist, Career Coach, Outplacement Specialist at Career Management Consulting
An impassioned Career Transition Coach who spent more than 20 years working in the recruitment industry and now dedicates my focus on helping my clients navigate important career decisions. When it comes to a person’s career, everyone has a unique need or challenge, therefore, I design a bespoke solution around my clients need, applying an approach that maybe a blend of advisor, consultant, coach, and or mentor. I have collaborated with clients across all industries and job levels, from youth to graduates to executive level, providing 1:1 Career Coaching, Outplacement Support and Career Skills Development workshops. My focus is to collaborate with my clients across the following key areas: Discover, develop a plan and guide on how to execute one’s plan, imparting knowledge, providing practical advice and the necessary tools to assist in aligning to the market expectations, making the individual aware of what to expect and how to prepare for the necessary career transition. “Helping one person might not change the world, but it can change the world for one person”. This quote resonates firmly within my values, where I strive to make a positive difference everywhere possible. In addition to running Career Management Consultancy, in January 2024 I was appointed as an International Career and Transition Coach for Africa, for IMPACT Group a global coaching firm providing relocation, outplacement and leadership development programmes, where I provide career consulting to relocating spouses as well as cross-cultural and integration/transition coaching for employees and their families.
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Personal Finance Expert at KIS Finance
Alan Andrews is a Web Marketing Consultant at KIS Finance with a strong background in finance and a sharp focus on SEO. After 30 years in the finance sector – specialising in large bridging loans and development finance – he turned his attention to digital strategy, using his technical skills to drive online visibility and lead generation. Alan manages KIS Finance’s SEO and content performance, continuously refining the site’s structure and organic rankings. When he’s not testing site architecture or decoding Google updates, he’s sharpening his Krav Maga skills or enjoying coastal walks.
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CEO at launchOptions
CEO at launchOptions. With 10+ years of practical experience in leading and delivering software projects, I help companies scale through automation, IT outsourcing, and digital transformation. I work with clients across Europe and the Middle East, building long-term partnerships through dedicated development teams and process-oriented delivery. My approach is hands-on, business-driven, and grounded in understanding what actually creates value, both for companies and their customers.
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Executive Assistant at Edison Risk - THE POLICY SHOP
Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.
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HR/Marketing Specialist at Liberty Financing LLC
A highly motivated and detail-oriented professional with a strong foundation in marketing and management, holding a double major in both disciplines. Experienced in human resources across non-profit and for-profit sectors, as well as in marketing, bringing a versatile skill set to any organization. Known for exceptional organizational skills, a keen eye for detail, and a dedication to continuous growth and learning. Passionate about driving efficiency, fostering positive workplace culture, and contributing to strategic business success through hard work and adaptability.
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Owner and Managing Director at The Brand Strategy Tank
Interdisciplinary Global Marketing and Human Resource Development (HRD) executive with over 20 years of experience scaling brand ecosystems across enterprise, high-growth, and startup environments – from Fortune 1 (Walmart) to VC- and PE-backed ventures. Adept at developing emotionally resonant, data-driven brand strategies that drive top-line growth, market share and long-term equity. Proven expertise leading cross-functional and regional teams, launching go-to-market strategies across EMEA, APAC, and the Americas, and overseeing portfolios with budgets up to $100MM. Known for transforming complex market insights into differentiated brand positioning, unifying internal culture with external messaging and operationalizing high-performing marketing infrastructures. Fluent in growth strategy, creative storytelling, product innovation alignment and maximizing ROI through global-local execution.
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Founder at Finance Ideas
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
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Sr Advisor at Versatile Consulting
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Co-Founder at Bright Bid Homes
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.
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Showing 20 of 8890 experts
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Publishers can ensure relevant expertise by clearly defining their article focus and required qualifications when searching for Portfolio Management Consulting experts. They should review the consultant's specializations, such as asset allocation, risk management, or specific investment vehicles. Additionally, publishers can examine the expert's past publications, professional certifications (e.g., CFA, CFP), and years of experience in the field to gauge their expertise and relevance to the intended topic.
Portfolio Management Consultants offer invaluable insights on investment strategies, risk assessment, asset allocation, and market trends. They can provide expert commentary on topics such as diversification techniques, performance evaluation, and the impact of economic factors on investment portfolios. Their expertise helps publishers create in-depth, authoritative content on financial management and investment planning.
Being listed in an expert directory can significantly enhance a Portfolio Management Consultant's visibility and credibility. It provides opportunities to share insights with a broader audience through top-tier publications, potentially attracting new clients and speaking engagements. Additionally, it offers a platform to establish thought leadership in the field, fostering professional growth and networking with industry peers and media professionals.
A wide range of publications seek Portfolio Management Consulting experts, including financial news websites, business magazines, investment journals, and personal finance blogs. These outlets often require expert insights for articles on topics like retirement planning, wealth management strategies, market analysis, and investment trends. Additionally, industry-specific publications in sectors such as real estate, technology, or healthcare may seek portfolio management expertise related to their niche.
Join our network of professionals and connect with journalists and publishers looking for your expertise.