Leading Portfolio Management Consulting Experts 2025

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.

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.

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.

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.​

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.

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.​

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.

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.

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.​

I’m P. Blake Renda—entrepreneur, investor, and co-CEO of Veedor Holdings LLC based in Naples, FL, with a satellite office in Santa Monica, CA. Veedor Holdings LLC, in addition to making strategic investments, owns and operates Dragon Horse Agency, Dragon Horse Publishing, and Moxie Creed. My professional journey began while attending the University of Southern Calfornia as an intern at NBC Studios, which led to a full-time position upon graduating. I then pivoted to law and then finance which ultimately lead me to Wall Street in 1996, where I was part of small team in Palo Alto, CA managing over $20 billion in technology-sector assets at J. & W. Seligman & Co. and in 2000 I earned recognition as one of Institutional Investor Magazine’s “Best of the Buy Side.” In 2006, I joined the New Dimensions Growth Team of American Express Asset Management in La Jolla, CA, as the T/M/T manager across six growth funds with $40 billion plus in AUM. In 2004, I was nominated for Institutional Investor Magazine's "Best of the Buy Side." Those years instilled in me the importance of rigorously vetting opportunities and leading with foresight—skills that I have consistently applied to every entrepreneurial venture. From 2011 to 2015, I helped transform a boutique Florida skincare startup into a nationally recognized, multi-award-winning brand, culminating in its public listing via SPAC. I exited that company and launched Veedor Holdings LLC with my Co-Founder, Julie Koester. Today, we own and operate Dragon Horse Agency, a multi-award-winning, bi-coastal agency serving global clients known for delivering business strategy and marketing under one roof. We also own Dragon Horse Publishing, an award-winning publishing company, and Moxie Creed, a wellness lifestyle e-commerce company. Beyond the accolades, successes, challenges, and failures, I live with a deep belief in resilience, mentorship, and shared success. I’m a proud father, a former youth volleyball coach, and a passionate advocate of Ubuntu—"I am because we are." Whether scaling startups, navigating global markets, or building culture, I bring the same competitive spirit and collaborative ethos to every endeavor. Success isn't about accolades—it’s about legacy, community, and the courage to keep moving forward. As Winston Churchill said, “Success is not final; failure is not fatal; it is the courage to continue that counts.”

With over 20 years in international recruitment, I specialise in Crypto, Blockchain, and Web3 technologies. I've established and led businesses, building tech and non-tech teams from the ground up. My multilingual skills have connected top talent with companies across the UK, Europe, Israel, China, and the US. As Director at RecruitBlock, I've built high-performing teams for startups and scale-ups in emerging tech. Under my leadership, RecruitBlock was recognised as a Top Leading Company to Watch in 2024 by Biz Tech Outlook. In 2024, we received the FinTech Award for Crypto & Blockchain Recruitment Service of the Year in the UK, highlighting our commitment to tailored recruitment solutions. Our collaborations include partnerships with Gate.io, a global cryptocurrency exchange, and Pudgy Penguins, a prominent NFT collection. I'm passionate about inclusive talent acquisition and the benefits of AI and technology. I actively foster inclusive environments and have spoken at international events on talent acquisition strategies. My certifications, including MCIPD and PPA-certified psychometric assessor, reflect my commitment to high recruitment standards. I also organise Crypto Meetups in Gibraltar, promoting networking within the blockchain community. Additionally, I write a blog on recruitment within the Crypto, Blockchain, and Web3 sectors, covering talent acquisition strategies, organisational culture, salary trends, and data analytics.

Ricci shares insights on the latest trends and best practices in marketing, LegalTech, strategy, and e-learning in various industry publications. His multifaceted experience allows him to discuss a broad range of topics, from both strategic and hands-on perspectives. Ricci is a seasoned marketing communications professional with over 20 years of experience helping people connect effectively with their audiences. He currently applies his expertise to learning technology and digital adoption strategy as part of the intellek.io team. Intellek provides robust and effective learning technology to support a diverse client base. Repeatedly named as the best LMS for law firms and legal professionals; alongside a broad eLearning content library, training and assessment creation tool, and a unique onboarding digital adoption platform.

I’m Paul Owen, FCA, an Economics graduate from Exeter, and a FinTech alumnus from Oxford. With 20+ years in senior finance roles at PwC, T-Mobile, and FTSE 100 iGaming firms, I’ve seen first-hand the cost of hiring mistakes. So, what led a numbers guy into the world of people? The realisation that success is about more than just numbers, it’s about the right talent. In 2017, I launched RecruitBlock to help web3 and blockchain startups build world-class teams that drive innovation. With a unique mix of financial insight and recruitment expertise, I’ve helped businesses grow by placing the right people in business-critical roles. I know that hiring isn’t just about filling seats, it’s about finding those who will make an impact, fast. I’ve built teams that thrive, and I bring this same focus to every search. I’m also an international speaker, regularly sharing my insights on the power of people in web3 at global events, including Zebu Live in London, and crypto meetups around the world. My mission is simple: connect groundbreaking companies with the right talent quickly, effectively, and affordably. Because getting recruitment right is the key to unlocking business potential. The right talent drives performance, fuels innovation, and sets the stage for lasting success.

James Francis, CEO of Paradigm Asset Management, is a trailblazing entrepreneur at the intersection of finance, media, and artificial intelligence. Under his leadership, Paradigm Asset Management has managed over $7 billion in assets globally, pioneering AI-driven investment strategies that set new industry standards. Francis is the driving force behind PaaS Invest, an all-in-one investment platform that integrates AI-powered direct indexing with active management. Committed to ethical AI, he also founded Artificial Integrity, an initiative dedicated to fairness and transparency in AI governance, and launched BlackChat AI to promote diversity in the tech space. A Morehouse College alumnus, Francis actively contributes to multiple boards and organizations, solidifying his reputation as a leader shaping the future of both finance and technology.

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.

Juan Luis Garrido is a DEI Project Consultant at Center Desk Consulting whose work bridges strategy, facilitation, and communication to help organizations design more equitable, human-centered experiences. In his current role, he supports nonprofit and corporate clients in deepening their diversity, equity, and inclusion commiments through participatory methods, co-created initiatives, and systems-level thinking. With a background that spans nonprofit leadership and social impact consulting, he is known for his ability to build trust across sectors and center lived experience in meaningful, actionable ways. Juan Luis holds a Master of Design in Strategic Foresight and Innovation from OCAD University, where his graduate research explored the role of joy as a critical resource for practitioners in social change work. His work reflects a deep belief that joy, care, and imagination are not distractions from equity work, but vital components of its sustainability and impact.

As a Product Manager at Featured, I work with a team of developers and leadership to create and improve a Q&A platform that connects subject matter experts with top publishers. Our goal is to provide exposure for experts and content for publishers, creating a win-win situation for both parties. I have a BSBA in Marketing from the University of Arizona Eller College of Management, where I was involved in various extracurricular and internship activities, such as AdCats Consulting Club, Markitors SEO Agency, and Each Brain Matters Non-Profit Foundation. I have developed skills in customer relationship management, partnership marketing, and product management, which I apply to my current role and projects. I am passionate about creating engaging and informative content that benefits both experts and publishers, and I am always eager to learn from others and explore new opportunities.