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Finance/MBA Tutor - Ivy League MBA, Portfolio Manager/Trader
Steven M.

686 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $100
Response time: 2 hours
Steven M.'s Photo

Finance/MBA Tutor - Ivy League MBA, Portfolio Manager/Trader
Finance/MBA Tutor - Ivy League MBA, Portfolio Manager/Trader
Steven M.

686 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

686 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Steven


Bio

I'm a Yale MBA ('92) and Wall Street trader/portfolio manager. At Yale, I was a teaching assistant for Corporate Finance and Statistics for a world famous Finance professor. I now work in Finance again, after 9 years of running a small business. I've been tutoring finance online for over 2 years now, but I still work as a portfolio manager for my day job.

Throughout my career, I've prepared for and passed the following exams - Finra Series 3, 7, 24, 55, 65 & 63. Chartered Alternative...

I'm a Yale MBA ('92) and Wall Street trader/portfolio manager. At Yale, I was a teaching assistant for Corporate Finance and Statistics for a world famous Finance professor. I now work in Finance again, after 9 years of running a small business. I've been tutoring finance online for over 2 years now, but I still work as a portfolio manager for my day job.

Throughout my career, I've prepared for and passed the following exams - Finra Series 3, 7, 24, 55, 65 & 63. Chartered Alternative Investment Analyst (CAIA) and Chartered Financial Analyst Level I (CFA). I've worked in data and systems intensive environments on Wall Street and as a small business owner.

I love teaching - so much so that I teach skiing on weekends and currently hold my Professional Ski Instructors of America Alpine Ski Instructor Level I certification and the PSIA Level I Alpine Children's Specialist certification.

Let me work with you on the following subjects!

Finance
Investments
Corporate Finance
Trading and Markets
Options and Futures
Managerial Finance
Introductory accounting
Linear Programming
CFA Level I
Series 65

I completed a Bachelor's in Finance from the University of Montana with Highest Honors, and an MBA from Yale University with Distinction being selected for Teaching Assistant in the MBA program for both Corporate Finance and Statistics.

I can also work with you on your Series 65 (Investment Advisor Rep) exam and also Series 7.

Please reach out to me to schedule a session today!


Education

University of Montana
Finance and Economics
Yale School of Management
MBA

Policies

  • Hourly Rate: $100
  • Rate details: Rate for U.S. Veterans and Active Duty service personnel is $75 an hour online ($85 in person) Group rate is base rate plus $20 per additional student, max 4 students
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 10/27/2022

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business,

Business

I worked as an Equity Trader and Portfolio Manager on Wall Street and I have owned and operated a small business for the last 6 years. I am experienced in data analysis, investments, portfolio management, systems development, spreadsheets, and small business operations and finance.
Finance,

Finance

Bachelor's and MBA in finance and 20+ years on Wall Street.
Microsoft Excel,

Microsoft Excel

developed many trading models and quantitative analysis of trading strategies using excel during my 24 year career on Wall Street
QuickBooks,

QuickBooks

I own a small business and I manage all financial aspects (~1million revenue, 16 employees) of the operation in QuickBooks - expenses, revenue, bank statements, reconciliations, credit cards, payroll!, financial statements and regulatory filings. I have done so for 8 years now.
Series 63,

Series 63

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992)
Series 65

Series 65

I just recently studied for the Series 65 exam and took the test on 2/15/23 and passed. They do not show your score, but I was scoring an average of 92% on the practice exams. I have also taken and passed the Series 3, 7, 24, 55, 63. I have worked in the financial services industry for over 24 years.

Computer

Microsoft Excel,

Microsoft Excel

developed many trading models and quantitative analysis of trading strategies using excel during my 24 year career on Wall Street
QuickBooks

QuickBooks

I own a small business and I manage all financial aspects (~1million revenue, 16 employees) of the operation in QuickBooks - expenses, revenue, bank statements, reconciliations, credit cards, payroll!, financial statements and regulatory filings. I have done so for 8 years now.

Corporate Training

Business,

Business

I worked as an Equity Trader and Portfolio Manager on Wall Street and I have owned and operated a small business for the last 6 years. I am experienced in data analysis, investments, portfolio management, systems development, spreadsheets, and small business operations and finance.
Finance,

Finance

Bachelor's and MBA in finance and 20+ years on Wall Street.
Microsoft Excel

Microsoft Excel

developed many trading models and quantitative analysis of trading strategies using excel during my 24 year career on Wall Street

Other

Finance

Finance

Bachelor's and MBA in finance and 20+ years on Wall Street.

Test Preparation

Series 63,

Series 63

I passed the Series 7 with a score of 98%, the highest score ever recorded at that testing center at the time (1992)
Series 65

Series 65

I just recently studied for the Series 65 exam and took the test on 2/15/23 and passed. They do not show your score, but I was scoring an average of 92% on the practice exams. I have also taken and passed the Series 3, 7, 24, 55, 63. I have worked in the financial services industry for over 24 years.

Ratings and Reviews


Rating

5.0 (154 ratings)
5 star
(152)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

Great teacher!

Great guy! Had a wonderful experience with Steven. He was very knowledgeable and helped me a lot. Would definitely recommend

Anonymous, 3 lessons with Steven

Very helpful

Working with Steven has proven to be very helpful. I appreciate his ability to explain the topic in a clear and understandable way I appreciate this opportunity very much.

William , 2 lessons with Steven

Awesome Really Patient and Methodical Thinker

Steven helped me prepare for my finance exams and really made sure I was comfortable with the material. He took his time to make sure I understood the concepts and even showed me alternate solutions for the questions. I would rate him 5/5 stars as a tutor.

Anthony, 7 lessons with Steven

Quantitative Business Analytics: Steven M. is extremely knowledgeable, patient, straightforward and he makes learning the material easy.

I am taking a university-level course in business quantitative applications. The course subject matter includes identifying business applications whereby utilizing quantitative methodologies, interpreting linear programs, probability distributions, PERT and CPM, decision analysis, and time series analysis and forecasting. Steven's knowledge is vast and widespread. The subject matter is difficult and he streamlines the subject matter and allows me to effortlessly learn and comprehend the material. He is also extremely patient and he doesn't hesitate to re-explain material as needed in order for me to fully grasp any of the course material concepts. I currently have an A in the class and the end of the semester is approaching. I highly recommend Steven regardless of your course level, because his knowledge and experience are second to none.

Jamie, 3 lessons with Steven

Knowledgable and patient tutor

I was having trouble working with problems. Steven is very knowledgable and has helped me to understand how to solve problems more especially with the use of excel. Having Steven as a tutor, you will not be disappointed.

Chantelle, 3 lessons with Steven

Great work

Steven if professional and straight to the point. Also very knowledgeable and didn’t waste any time. He was able to answer my questions and help me out with my financial management questions

Islam, 2 lessons with Steven

Excellent tutor

Steven patiently broke down difficult and complex financial topics and made them easy to understand. I certainly hope to continue to work with Steven regularly!

Edwin, 5 lessons with Steven

knowledgeable and patient

Steven was very patient and was able to explain finance in a manner that I was able to understand. He was able to meet with me at the last minute and I truly appreciated that.

Karen, 1 lesson with Steven

Knowledgable and patient tutor

Steven is fantastic in his explanations and patience when going through various problems. He is very detailed and makes sure you are comfortable with the content and problems before moving on. He is very knowledgeable and was a pleasure to work with!

Kendall, 2 lessons with Steven

Series 65

He was able to help put the material into examples I could understand better. Very helpful and extremely knowledgeable! Highly recommend! He is really helpful!

Yadira, 1 lesson with Steven
Hourly Rate: $100
Response time: 2 hours
Contact Steven