Learn from Investment Practitioners
Our instructors bring decades of real-world experience from financial institutions, asset management firms, and independent practice. They've navigated bull markets, weathered downturns, and developed the practical insights you won't find in textbooks.
Schedule a Program DiscussionMeet Your Investment Mentors
Each instructor was selected not just for their credentials, but for their ability to break down complex financial concepts into digestible lessons. They've taught everyone from complete beginners to seasoned professionals looking to refine their approach.
Quinlan Rothwell
Senior Portfolio Strategist
Quinlan spent 18 years managing institutional portfolios before transitioning to education. His experience includes working through the 2008 crisis and the pandemic-driven market volatility. He specializes in teaching risk assessment and portfolio construction principles that actually work in uncertain times.
Brenna Fairweather
Equity Research Director
After 15 years analyzing companies across multiple sectors, Brenna knows how to spot the details that matter. She teaches fundamental analysis not as a theoretical exercise, but as a practical skill for understanding what makes businesses succeed or fail in different economic environments.
Daven McElroy
Independent Investment Advisor
Daven left the corporate world in 2019 to focus on individual client relationships and education. His teaching emphasizes practical decision-making frameworks and helps students develop their own investment philosophy rather than following cookie-cutter approaches.
Thessa Windham
Fixed Income Specialist
Thessa brings a perspective often missing from investment education - deep expertise in bonds, credit markets, and interest rate dynamics. Her background includes both corporate and government bond trading, giving students insight into how different parts of the market interact.
How We Actually Teach Investment Concepts
Most investment education focuses on theory and formulas. We start with real scenarios our instructors have encountered, then work backwards to explain the underlying principles. Students learn by analyzing actual case studies and working through decision-making processes with guidance.
Case-Based Learning
Every concept is introduced through real market situations and company examples from recent years. Students see how theory applies to actual investment decisions.
Personalized Mentorship
Small cohorts allow instructors to understand each student's background and tailor guidance to individual learning styles and professional goals.
Critical Thinking Focus
Rather than memorizing strategies, students learn to evaluate information, question assumptions, and develop independent analytical frameworks.