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Yogi
- Rate $50
- Response 1h

$50/h
1st lesson free
- Maths
- Algebra
- Arithmetic
- Statistics
Experienced tutor in Mathematics in Sunny Isles Beach, Yogi offers private lessons tailored to your needs.
- Maths
- Algebra
- Arithmetic
- Statistics
Lesson location
About Yogi
I retired from my position as Managing Director at Credit Suisse Asset Management. I started Princeton Analytics to provide assistance to Corporate Pension plans as well as Public pension plans, endowments and foundations. I also paternered with my friend tocreate Excalibur.pro a software tool to assist forex traders in making trading decisions.
I have worked in the financial industry for over 25 years and have a greal deal of experience in dealing with highly quantitative issues.
I have Bachelors Degree in Electrical Engineering and MBA, a CFA and a CAIA.
I am attaching a profile from linkedin:
CEO and Founder
Company Name
Princeton Analytics & Consulting
Dates EmployedJan 2017 – PresentEmployment Duration4 yrs 4 mos
LocationNew Jersey
Princeton Analytics & Consulting offers advice to pension plans, endowments, foundations and ultra high network individuals. Consulted with a startup in Asia that will provide individuals with a suite of strategies/products using a glide path approach to help meet their retirement needs.
Co-Founder & Senior Managing Director
Company Name
Excalibur Pro Inc.
Dates EmployedOct 2016 – PresentEmployment Duration4 yrs 7 mos
LocationPrinceton, New Jersey
Partnered with the founder to develop a web based software tool for traders at banks and hedge funds that discovers correlation relationships with heavy emphasis in securities tied to markets related to macro-economics.
Advisor
Company Name
Personal Sabbatical
Dates EmployedAug 2013 – May 2016Employment Duration2 yrs 10 mos
Managing Director, Head of Investment Strategies and Solutions Group
Company Name
Credit Suisse
Dates Employed2009 – 2013Employment Duration4 yrs
LocationNew York NY
Key advisor to clients on how to allocate assets across a broad range of asset classes to meet their unique objectives addressing the dynamic market environment. Responsible for developing asset class assumptions for the asset management group. Conducted asset-liability studies for pension plans that resulted in substantial mandate for the asset management division. Employed various techniques to help structure portfolios to minimize drawdown and to meet stated objectives. Designed optimization approach that minimized drawdowns. Created methodologies that eliminated the J curve effect for private equity clients that secured substantial mandates. Provided macro rationale and risk, return and correlation benefits of introducing infrastructure product to portfolios and created PE baskets comprised of small to mega buyouts for potential clients.
Managing Director, Head of Multi-Asset Class Solutions, 2008-2009
As Chief Investment Officer for the Multi-Asset Class Solutions Group (MACS), conducted macro assessments of all major markets and identified compelling forward-looking opportunities. Turned around MACS Group into top performing multi-asset group in international organization within four months.
Managing Director, Head of Strategic Advisory Group, 1999 – 2008
Headed Strategic Advisory Group before and through its transition from cost center oversight to revenue generating investment strategy group. Assessed needs and developed financial solutions for range of endowments, foundations, pension funds and ultra-high net worth individuals.
Credit Suisse offers a wide range of investment products and functions across asset classes and investment styles....see more
Vice President, Strategic Investment Advisory Group
Company Name
JP Morgan Investment Management
Dates Employed1994 – 1999Employment Duration5 yrs
LocationNew York NY
Vice President, Strategic Investment Advisory Group 1996-1999
Vice President, Quantitative Services Group, Investment Banking 1994-1996
Communicated regularly with platinum clients on critical investment issues, and developed risk mitigation strategies to improve surplus and reduce funding status volatility. Migrated global financial database to Unix-based system for use by global investment banking operations.
JP Morgan Investment Management is a leading asset manager for individuals, advisors and institutions, worldwide....see more
Education
University of Rochester, Simon School, Rochester NY
Degree NameMBA
Field Of StudyFinance, Computers and Information Systems, University of Rochester, Simon School
Indian Institute of Technology, Madras, India
Degree NameBachelors of Technology
Field Of StudyElectrical Engineering, concentration in Control Systems
Licenses & certifications
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Series 7
Issuing authorityPublication list provided on request
Have an undergraduate and a master's degree.
About the lesson
- Primary
- Secondary
- Tertiary
- +6
levels :
Primary
Secondary
Tertiary
Tvet
Bachelors
Adult Education
Masters
Doctorate
Pre primary
- English
All languages in which the lesson is available :
English
I try to understand the need by having a discussion with the new student on areas where they need help.
Rates
Rate
- $50
Pack rates
- 5h: $250
- 10h: $500
free lessons
This first lesson offered with Yogi will allow you to get to know each other and clearly specify your needs for your next lessons.
- 1hr
online
- $50/h
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