Hire Freelance Investment Managers
Kyle Wade
Freelance Investment Manager
Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.
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Wade Strategy, LLC
Omar Itani
Freelance Investment Manager
Omar is a strategic advisor and successful investor with over thirteen years of experience. After starting his career at Morgan Stanley, Omar moved to principal investing at a top hedge fund and two $500+ million family offices. He's also helped multiple tech startups raise over $50 million in funding. A published author, London Business School MBA, a CFA, and a CAIA, Omar advises entrepreneurs, businesses, and family offices on complex commercial and investment challenges.
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ICP Partners
Michael Farrell
Freelance Investment Manager
A CFA charter holder, Michael is a fixed income trader and portfolio manager who oversaw a $10+ billion portfolio. With a strong background in financial modeling and analysis, he has helped build the loan book of an education lending startup ($10 million in capital). He has worked with large firms with more than $100 billion in assets and early-stage firms and joined Toptal to help clients of all sizes steer through challenges in business growth.
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FARR Education LLC
Marc Howland
Freelance Investment Manager
Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.
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Keyturn Pbc
Kendal Strickland
Freelance Investment Manager
Kendal has underwritten, executed and managed $200+ million of private debt and structured equity investments, including six turnaround deals and three Chapter 11 bankruptcies. He has deep experience identifying and unlocking value for small to mid-sized funds and lower middle-market companies through strategic, operational and financial measures. Security analysis serves as a pleasant diversion as he sails around the world on his boat "Avignon."
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Chatham Capital
Martin Pretty
Freelance Investment Manager
Martin is an investment and finance veteran and a CFA charter holder. He has held the head of research roles on the sell-side, managed investments for a well-known and highly regarded family office and sat on the boards of several public companies. Martin is also the founder and investment manager of a boutique investment management firm.
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Equitable Investors
Yiannis Ritsios, CFA
Freelance Investment Manager
Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.
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European Commission
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