Meet Our Expert Team
Financial professionals dedicated to sharing knowledge and empowering your investment education journey through proven expertise and passionate teaching.
Sarah Chen, CFA
Our Chief Investment Educator brings fifteen years of institutional finance experience to equintralozo's educational mission. Sarah spent eight years with major Australian investment firms before transitioning to education in 2019. Her passion lies in making complex investment concepts accessible to everyday learners.
What sets Sarah apart is her ability to translate Wall Street complexity into practical knowledge. She believes that understanding market fundamentals shouldn't require a finance degree - just curiosity and the right guidance.
Our Core Values
Every team member embodies these principles that guide our educational approach and commitment to student success.
Collective Expertise That Drives Results
Our team combines decades of market experience with proven teaching methodologies. We've worked across investment banking, portfolio management, and financial planning - bringing real industry insights to every lesson.
- Former institutional investors and analysts
- Certified Financial Planner (CFP) designations
- Advanced degrees in finance and economics
- Published research in financial journals
- Regular market commentary and analysis
