Hire Freelance Portfolio Managers
Kyle Wade
Freelance Portfolio 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
George G. Shapovalov, CFA
Freelance Portfolio Manager
George is a seasoned CFO and former Citibank banker with 17 years of experience executing $2+ billion in debt, equity, and M&A transactions for public and private companies across a variety of industries. He's an independent consultant who helps clients with corporate finance, capital raising, and M&A for growth as well as turnarounds.
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Eques Finance
Omar Itani
Freelance Portfolio 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
Peter Mullen
Freelance Portfolio Manager
Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
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JGM Capital Management
Vishnu Venkatesh
Freelance Portfolio Manager
Vishnu has executed $3 billion in M&A over the last seven years, including the first take-private transaction in the Middle East and building the 10-year investment strategy of Dubai's sovereign wealth fund. He has extensive experience in preparing advanced valuation and operating models, pitch decks, and investment memorandums. Vishnu is a CFA charter holder and has joined Toptal to assist companies while traveling in South America over the next six months.
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Dubai Holding
Sean Heberling
Freelance Portfolio Manager
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. Sean is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Addvia Capital
Yiannis Ritsios, CFA
Freelance Portfolio 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
John Lothian
Freelance Portfolio Manager
John Lothian is an accomplished global investor and financier with nearly two decades of experience. A graduate of Columbia Business School, John has enjoyed a successful career at top-tier banks and investment houses in the US, Europe, and Japan, including M&G Investments, Lazard, and Lehman Brothers. John recently established a freelance financial advisory business because he values working directly with clients to solve their unique strategic and financial challenges.
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M&G Investments
Martin Pretty
Freelance Portfolio 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
Vivek Channamsetty
Freelance Portfolio Manager
Vivek's raised $10 billion for the Cox leveraged buyout financing, advised UBM on a $2 billion M&A deal, and led investments for multibillion-dollar hedge funds. He's executed debt and equity transactions, M&A advisories and principal investments for leading Wall Street firms like JP Morgan, Credit Suisse, and HSBC in healthcare, media, telecom, and retail. He joined Toptal to work on challenging projects while pursuing other aspirations.
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Summer Road
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