Financial Minds Behind the Analysis

We're not your typical finance group. Most of us started in different corners of the investment world—some in equity research, others in portfolio management, a few from risk assessment backgrounds.

What brought us together was a shared frustration with how financial analysis was being taught and practiced. Too much theory, not enough real market experience. Too many frameworks that look good on paper but fall apart when markets move.

So we built something different. A team that actually knows what investment professionals deal with daily because we've been there ourselves.

Team collaboration during market analysis session

Who Steers This Ship

Portrait of Nolan Merrick

Nolan Merrick

Chief Analyst

Spent twelve years building valuation models for mid-cap companies before realizing most analysts were missing the human element entirely. Now focuses on teaching pattern recognition that actually works in volatile conditions.

Portrait of Vera Holsten

Vera Holsten

Risk Strategy Lead

Former derivatives trader who watched the 2015 market correction from the front lines. Brings a practical approach to risk assessment that goes beyond standard deviation calculations and actually helps protect capital.

The People Doing the Work

Our analysts and researchers come from real market experience. They've built models that failed, made calls that worked, and learned from both.

Portrait of Sienna Valerius

Sienna Valerius

Quantitative Analysis Specialist

Came to us from a Seoul-based hedge fund where she built systematic trading models. Her approach to teaching quantitative methods focuses on what actually predicts returns rather than what looks impressive in academic papers. She's particularly good at explaining complex statistical concepts to people who haven't touched calculus in years.

Financial data analysis workspace

What We Actually Believe In

Real Market Context

We teach analysis methods that survived actual market stress, not just backtests. Every framework we share has been tested in conditions where money was on the line.

Honest Limitations

No model predicts everything. No framework works in all conditions. We're upfront about when our methods struggle and what alternatives exist.

Continuous Learning

Markets change. What worked in 2023 might not work in 2025. We update our approaches based on current conditions and share those adjustments with our community.