Brendan W.
Ex-Portfolio Manager | Portfolio Construction & Investment Research
I’m a former multi-asset portfolio manager who turns market views into clear, auditable portfolio decisions. I help boutique investment firms, family offices, wealth-tech teams and financial publishers with: • portfolio construction, asset allocation and position sizing • macro, cross-asset and thematic investment research • scenario analysis, stress testing and risk diagnostics • Excel models and decision dashboards • investment memos and executive-facing financial writing My recent Alpha/ultra work connects the full decision chain: risk posture → growth/inflation regime → scenario and theme scoring → diversified model weights → implementable positions. Examples include an interpretable macro regime engine, a scenario-driven portfolio rebalancer, and a formula-driven sizing model that shows target values, actual weights, drift, residual cash and validation checks. My approach is transparent: assumptions remain visible, missing data is flagged, and every output explains what changed and why. Research, model-portfolio and educational workflow support only—not personalised investment advice or a promise of returns.
Earnings and projects
An estimate from an earlier read
Billed in all: $24,978$25k
Across 26 contracts
Earnings, last 30 days
No data since Nov 5, 2026.