Featured Hedge Fund Management Experts

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 804.270.2765 Glen Allen, VA Available for national and international commentary Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives. www.EagleVisionWealthManagement.com www.EagleVisionAccounting.com

Stepan Kazaryan is a Business Management Consultant focused on digital presence, professional evaluation, and how public information shapes decision-making in modern business environments. His work centers on helping organizations and professionals understand how they are perceived before direct interaction occurs. In search-driven systems, evaluation often happens silently and quickly. Stepan advises clients on building structured digital foundations that support credibility over time. His approach emphasizes clarity, consistency, and responsible positioning rather than short-term visibility tactics. He works with executives, founders, and professional service providers who recognize that digital footprints influence trust, partnerships, and opportunity flow. By aligning websites, public profiles, and third-party references, Stepan helps create stable professional narratives that reduce uncertainty during evaluation. Rather than focusing on reactive measures, his advisory framework prioritizes preparation. This includes analyzing how search results present a name, how information connects across platforms, and how inconsistencies affect perception. The goal is to strengthen long-term positioning in a way that feels natural and sustainable. Stepan frequently writes and speaks about digital identity, credibility signals, and the structural factors that influence professional trust in online environments. His perspective reflects a broader shift in how professionals are assessed in the age of search and public information accessibility. Through disciplined strategy and steady execution, Stepan Kazaryan helps clients maintain clarity in environments where perception often forms before conversation begins.

Founder of YieldMaxCalc.com, a dividend ETF analytics platform focused on covered-call income funds (YieldMax, Roundhill, JEPQ, JEPI, SCHD). Specialize in derivative-income ETFs, where headline yields routinely diverge from real total return — a nuance that costs retail investors meaningful money and that traditional dividend tools obscure. Senior mentee at the Institute of Trading and Portfolio Management (ITPM): completed the Professional Trading Masterclass (PTM) and Professional Options Trading Masterclass 2.0 (POTM), plus the ITPM in-person Trader Mentoring Programme in Thailand. Over four years actively managing a personal options portfolio, which gives me practical exposure to the option-writing mechanics underlying covered-call ETF yields — the same dynamics that explain why YieldMax and JEPQ pay what they pay. My methodology emphasizes forward-annualized yield over trailing-12-month figures (more accurate for funds with declining or scaling payouts), distinguishes return-of-capital distributions from genuine income (a critical tax distinction for YieldMax-style funds), and computes total return net of NAV erosion (the only honest way to evaluate covered-call income funds). DRIP math is validated against industry-reference data with 92 passing test cases. Also operate Optionerd.com (options strategy analytics) and WhyTheMove.com (market intelligence and equity volatility analysis). Available for commentary on dividend ETFs, covered-call funds, DRIP strategy, return-of-capital tax treatment, real-yield analysis, options-based income strategies, and the YieldMax fund family in particular.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Michael serves RIAs, private clients, family offices, and institutions as Partner and Portfolio Manager for the Founders 100 ETF (FFF). With over 20 years of distinguished financial services experience, he has invested across the full lifecycle of founder-led companies, from early-stage private ventures to mature public giants, through institutional equities roles at Goldman Sachs, Sanford Bernstein, and UBS, and parallel private-market roles at Carlyle/Riverstone Holdings. As Founder and CEO of Beartooth Radio Inc., a defense technology firm, for more than a decade, Michael brings unparalleled insight into identifying visionary entrepreneurs and recognizing the enduring qualities that define exceptional founder-led businesses.

Jeffrey A. Landers, CDFA®, CDLP® is the Founder and CEO of Hello Monthly Income™, LLC (https://HelloMonthlyIncome.com), a specialized nationwide insurance agency that helps divorcing people protect their receipt of alimony and child support payments with life and disability insurance. Jeffrey A. Landers is a divorce financial specialist with more than 40 years of combined experience across financial advisory, real estate, mortgage lending, and insurance. He has personally advised on more than 1,000 divorce cases nationwide since 2010 and is widely recognized as one of the leading voices in the country on the financial aspects of divorce. Jeff earned his BA in Psychology from Columbia University and studied law at Pace University School of Law. Before entering the divorce financial space, he spent more than two decades in real estate and finance, working in the real estate departments of Metropolitan Life, Merrill Lynch, and other major financial institutions. He also owned and operated a real estate brokerage company in New York and an online real estate matching service. He later joined Wells Fargo Advisors as a financial advisor. While there, he had several clients who were going through a divorce and that was the genesis for launching his practice advising women navigating financially complex divorces. In 2010, Jeff founded Bedrock Divorce Advisors, LLC, a nationwide divorce financial strategy firm working exclusively with women before, during, and after divorce. Through Bedrock, he built a national practice helping clients and their attorneys work through the financial complexities of asset division, support structuring, and long-term financial planning. He went on to found Divorce House Sense, LLC to focus on helping divorcing homeowners with real estate and mortgage solutions, and then Hello Monthly Income, LLC to address the critical and often overlooked gap in insurance protection during divorce. Professional credentials and licenses: • Certified Divorce Financial Analyst (CDFA®) • Certified Divorce Lending Professional (CDLP®) • Licensed Life, Disability and Annuity Insurance Agent • Licensed Real Estate Broker • Licensed Mortgage Broker Jeff is the author of 8 published books on the financial aspects of divorce. Jeff also wrote “Divorce Dollars and Sense,” a weekly column for Forbes.com covering the financial aspects of divorce. He has also contributed articles regularly to The Huffington Post, DailyWorth, More.com, Lawyers.com, Advisorpedia, and many other publications. In addition, Jeff has been interviewed extensively by CBS Television News and FOX Television News on the financial impact of divorce. His expertise has been cited or featured by The Wall Street Journal, Dow Jones, The Miami Herald, Smart Money, Consumer Reports, The Christian Science Monitor, and Inc.com, among others.

Seasoned finance expert and Founder of Goldpedia, a comprehensive educational resource for gold and silver investing. Deeply knowledgeable in all areas of financial markets with proven expertise in precious metals investing and retirement strategies.

Most business owners build successful companies long before they build the financial infrastructure required to scale, raise capital, or exit. That gap is where I operate. I’m the Founder of Golden Tree Capital Architecture, a firm that helps business owners design the financial infrastructure behind their companies through CFO-as-a-Service, tax strategy, and capital structuring. Our work focuses on companies that are: • Scaling rapidly • Preparing for capital raises • Navigating complex tax and financial structures • Planning for an exit or liquidity event Through Golden Tree, we help owners implement what I call Capital Architecture — the strategic design of financial systems that support long-term growth and wealth creation. This includes: • CFO-as-a-Service for growing companies • Advanced tax planning and entity structuring • Financial modeling and capital strategy • Exit and succession planning • Coordination with RIAs, attorneys, and investment partners Our clients range from founders and family-owned businesses to middle-market industrial companies and advisory firms seeking deeper financial strategy. Before launching Golden Tree, I worked inside large financial institutions and spent years advising entrepreneurs across multiple industries including manufacturing, technology, logistics, and professional services. Today, our mission is simple: Help business owners turn financial chaos into financial architecture.

Email me directly at: atarki@eca-partners.com  We are a world-class Executive Search firm. Our strength lies within our process driven and systematic approach. This enables us to connect star-candidates with opportunities that are right for them – faster! We also have a network of thousands of independent top-tier management consultants.A few of my pieces in HBR and Forbes are included here below. As always, I'd appreciate hearing any comments and feedback on these.

Of course. Here is a professional and authoritative summary for your HARO profile, positioning you as an expert source for journalists. *** **Professional Summary for HARO:** As the founder of **Forex Brokers Verified**, I lead an independent platform dedicated to providing transparent, data-driven reviews and educational resources for forex and CFD traders. With direct, hands-on experience in analyzing broker operations, regulatory compliance, and trading platform technology, my expertise lies in demystifying the online brokerage landscape for both retail and institutional audiences. My insights are grounded in the rigorous verification of broker claims, from assessing the true cost of trading (spreads, commissions, and fees) to evaluating the security of client funds and the reliability of execution. I am particularly adept at explaining complex financial concepts—such as broker revenue models, the impact of regulation, and the evolution of trading technology—in a clear and accessible manner for mainstream readers. **Key Areas of Expertise:** - Forex & CFD Broker Business Models and Profitability - Retail Trading Platform Trends (MT4, MT5, cTrader, Proprietary Platforms) - Broker Regulation and Compliance (CySEC, FCA, ASIC, FSCA, etc.) - Trading Psychology and Risk Management for Retail Traders - The Impact of Financial Technology (FinTech) and AI on Online Trading I am available to provide commentary, expert quotes, and data-backed analysis on these topics to help your audience navigate the complex world of online trading.

Neil Datta is a seasoned investment professional with over two decades of experience across family offices, hedge funds, private equity, venture capital, and institutional asset management. As Founder and Managing Partner of NKD Advisory, he advises ultra-high-net-worth families, sovereign investors, and entrepreneurs on how to navigate alternatives while also launching innovative private credit and multi-asset strategies. Over his career, Neil has personally reviewed 2,000 fund managers globally—giving him one of the most comprehensive perspectives in the industry. His expertise bridges institutional rigor with the personalized needs of family offices, making him a trusted voice on how wealth is created, preserved, and transitioned across generations. Family Offices & UHNW: Neil speaks frequently about intergenerational dynamics, governance, and how younger heirs are driving new allocations into venture, technology, and impact investing. He also highlights the lifestyle dimensions of wealth, from philanthropy and passion investing to structuring real estate, art, and sports holdings. Hedge Funds & Portfolio Management: With deep experience allocating to hedge funds, Neil offers insight into liquidity vs. performance trade-offs, the rise of multi-strategy firms, and the behavioral discipline required for long-term success. He emphasizes portfolio construction around risk exposures rather than rigid asset classes, backed by stress testing and scenario analysis. Venture Capital & Private Equity: Having founded a venture-backed fintech platform that raised $2M from institutional investors, Neil brings founder empathy to venture discussions. He comments on GP/LP dynamics, the boom in co-investments, and opportunities across fintech, healthcare, consumer, and sports/media. Institutional Asset Management: Early experience at Salomon Smith Barney shaped Neil’s institutional lens—governance, diversification, and balancing beta vs. alpha. He applies these lessons for family offices without the bureaucratic inertia of large institutions. Neil is known as a connector of people, capital, and ideas. His global network spans top hedge funds, private equity firms, and next-generation wealth leaders, and his perspectives are sought by media for their clarity and accessibility. He combines technical authority with the human dimension of wealth, offering not just financial insights but also a narrative of how money, meaning, and modernity intersect in today’s economy.

Helping companies get mentioned in LLMs and gaining a deep understanding of why and where they need to be cited.

Garrett is the founder of CheatCode Wealth, a platform that empowers employees to build wealth by sharing practical, under-the-radar knowledge to level the playing field while ruthlessly protecting their time and life priorities.

As a seasoned Wealth Advisor with over a decade of experience in the financial services industry, I've had the privilege of working with diverse types of clientele, helping them navigate the complexities of financial planning. My journey has been defined by a commitment to understanding each client's unique goals and developing tailored strategies that encompass everything from retirement and estate planning to tax-efficient investment portfolios. Throughout my career, I've worked closely with individuals and families at various life stages, from young professionals just starting their financial journeys to retirees looking to preserve and grow their wealth. My approach is holistic, ensuring that all aspects of my clients' financial lives are aligned with their long-term objectives. In addition to my advisory role, I’ve held leadership positions where I guided teams of financial planners in crafting comprehensive financial planning strategies. My leadership experience includes overseeing the design and implementation of systems that addressed complex financial needs, such as equity compensation planning, college funding, and insurance solutions. My goal is to continue empowering clients to achieve financial security and peace of mind, while leveraging my expertise and leadership to deliver personalized, results-driven financial strategies.

I'm the founder and Editor-in-Chief of ExpertReviewHQ, where I synthesize the findings of more than 250 professional review outlets — Wirecutter, Consumer Reports, Good Housekeeping, and others — into consensus buying guidance across 100+ product categories. Rather than re-testing products myself, I map where the expert testers agree, where they diverge, and what that disagreement means for an individual buyer. I bring 20 years in enterprise portfolio management (PMP, BRMP) to the site's editorial methodology. I can speak to where the reviews align or conflict in almost any consumer category, what buyers consistently overlook, and how to read product reviews critically.

Michael Ryan is the founder of MichaelRyanMoney.com and a former financial planner specializing in retirement planning, Roth IRA strategies, taxes, estate planning, and personal finance education. He helps journalists break down complex money topics into clear, practical, reader friendly commentary. Covering retirement income decisions, Roth conversions, Social Security timing, capital gains taxes, wealth transfer, and the real-world money mistakes people make when planning for retirement. Michael is known for giving concise, quotable insights that translate technical financial concepts into language everyday readers actually understand and can use. Learn More About Michael Ryan Here: michaelryanmoney.com/about-me/