Chartered Financial Analyst (CFA) and Corporate Strategy Consultant with over 15 years of experience in wealth management and business operations. Specializes in portfolio construction, risk assessment, and optimizing cash flow for SMEs and high-net-worth individuals.
Marcus Sterling is a seasoned financial strategist who bridges the gap between institutional investment theories and practical personal finance. With a background in Wall Street equity research and a decade of consulting for mid-sized enterprises, he masters the intricacies of asset allocation, tax-harvesting strategies, and corporate liquidity management. Marcus writes for investors and business owners who need actionable, data-driven advice on navigating inflation, managing "safe" assets versus growth vehicles, and understanding the real ROI of operational decisions. His approach is strictly analytical, favoring proven mathematical models over market sentiment.