1st lesson free
Claudia's profile and their contact details have been verified by our experts
Claudia
- Rate $120
- Response 1h
$120/hr
Contact
1st lesson free
- Commerce
- Finance
- Financial management
Learn Investing from a Wharton Grad and Former $5bn Endowment Investor, ex-JPMorgan Investment Banker
- Commerce
- Finance
- Financial management
Lesson location
About Claudia
I hold a Wharton degree and a master's in systems engineering from Penn, paired with real experience: investment banking at J.P. Morgan and three years investing at Carnegie Corporation of New York, a $5bn foundation. I've allocated real capital and been through competitive finance recruiting myself, so I teach from practice, not just theory.
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About the lesson
- Primary
- High School
- NCEA Level 1
- +5
levels :
Primary
High School
NCEA Level 1
NCEA Level 2
NCEA Level 3
Adult education
Masters
Doctorate
- English
All languages in which the lesson is available :
English
My approach:
I start by understanding your situation and what you want to achieve, then teach for real understanding rather than quick tips. I skip the jargon and use plain language and real examples, so you learn how to think about money, markets, and investing well enough to make confident decisions on your own.
A typical session:
A quick check-in on your goals and questions, then I walk through the relevant concept with real examples, we work through your specific situation together, and we close with clear takeaways and next steps.
What I cover:
Personal investing and portfolio basics, how funds and markets actually work, and the principles behind sound long-term wealth building. I also do resume and interview prep for finance, consulting, and related roles, including behavioral and technical questions.
Who it's for:
Anyone wanting to understand their own investing, learn how finance and markets work, or prepare for finance and consulting recruiting, from complete beginners to students targeting a career in the field.
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Rates
Rate
- $120
Pack prices
- 5h: $600
- 10h: $1200
online
- $120/h
free lessons
The first lesson with Claudia will allow you to get to know each other and discuss your needs for future lessons.
- 1hr
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