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  • Mark W. Guthner - Trainer and instructor
    Mark W. Guthner's picture
    Mark W.
    Guthner
    CFA
    Partner
    Timeline Partners LLC
    Stock Options, Equity Analysis, Risk Management, Credit Analysis, Asset classes and valuation, Portfolio Management

    Helping professional & self-directed investors make better investment & wealth management decisions.

    United States (New Jersey)

    Summit

    Global
    English
    Gold
    Member
  • Brian Kozeliski - Trainer and instructor
    Brian Kozeliski's picture
    Brian
    Kozeliski
    CFA
    Faculty – Advance Investment Management Course
    CQA Institute / Wilkes University
    Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

    I offer talks to investment professionals to improve all aspects of their investment processes.

    United States (Michigan)

    Bloomfield Hills

    Global
    English
    Spanish
    Gold
    Member
  • James Furey - Public speaker
    James Furey's picture
    James
    Furey
    Managing Partner
    Furey Research Partners, LLC
    Equity Analysis, market strategy, Small-Caps

    Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.

    United States (California)

    Newport Beach

    North America
    English
    Gold
    Member
  • James Valentine - Trainer and instructor
    James Valentine's picture
    James
    Valentine
    Managing Partner
    AnalystSolutions
    Equity research, stock analysis, author, Professor, CFA, CFAI

    Former top-ranked equity research analyst with 10 years of training analysts

    United States
    Global
    English
    Gold
    Member
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