Human-Based
Investment Coaching
I’m a former finance professor, hedge fund chief economist, neuroeconomics researcher, and private wealth consultant. The first half of my career was focused on studying why people make the wrong financial decisions and building technology to fix it.
Now that the reasons why we make predictably irrational decisions are clearly mapped, I help people make the right financial decisions even under stress.
I now offer private coaching at Prof of Wall Street to people who want to experience less stress and more confidence when they make financial decisions. By using a proprietary bulletproof decision process and giving human support, I’ve watched many investors transform and flourish.
I’ve worked with individual investors, quantitative hedge fund traders, discretionary portfolio managers, private wealth managers, and family offices and have seen the impact of applying simple but powerful processes.
Self-directed investor support
Investing requires 5 skills.
Master them with Coacing.
Every self-directed investor needs the same five skills: what to buy, how much to buy, whether to add when a position is down, when to sell a winner, and when to cut a loser. Most investors never train these as skills, they trade and hope with no feedback. We teach, measure based on your own data, and coach all five, with a structured, behavioral-finance based process and rich insights on your decisions.
Get your free analysis now to see where your strengths and weaknesses are.
11.4% vs 17.9%
What the most active-trading households earned annually, against what the market returned over the same period.
Barber & Odean · The Journal of Finance, 2000
-4.4%
Losses from selling winners too soon and not selling losers fast enough, a common pattern known as the Disposition Effect.
Terrance Odean · The Journal of Finance, 1998
93.6%
of the variation in portfolio returns explained by policy and allocation, not stock picking or market timing.
Brinson, Hood & Beebower · Financial Analysts Journal, 1986
The solution
Evidence-Based Coaching
+ Behavioral Support
We deliver an individualized coaching framework that integrates decision neuroscience with behavioral financial technology. The goal isn’t to give “advice” but to empower with lasting decision improvement, and compounding your skill by systematically reducing behavioral errors.
Behavioral Analytics
Using proprietary algorithms we audit your trade data to quantify patterns: premature exits, loss chasing, overtrading, and weighting errors. These diagnostics are taught to you and embedded into a structured workflow that supports you at the moment it matters.
Decision Neuroscience
We identify how your physiology and stress levels shape your risk perception and conviction. You’ll learn how fear and arousal distort judgment before errors occur, and how to intervene in real time.
Holistic-yet-Tactical
We coach the whole you: what drives your decisions, mechanics of how you buy, size, add, and sell. Most programs work with no data or tactics with no context. We analyze data and mindset with a scientific process and rely on evidence from your own decisions.
Five Phases, In Order:
01
Portfolio & Behavioral Assessment
A comprehensive analysis of your historical trading data establishes a baseline: behavioral strengths, performance opportunities, and specific paths for improvement. You’ll see clearly how your choices shape asset selection, position sizing, and active decisions and lead to performance patterns.
02
Debriefing & Initial Recommendations
A one-on-one debrief with Dr. Nadler translates your data into change: why these specific behaviors emerge and how they affect your outcomes, such as:
• Stock picking with no process
• Timing errors driven by emotion or volatility
• Weighting decisions with negative consequences
• Selling winning stocks too soon
• Investment Process Breakdown
03
Strong Foundation, Individualized Diagnostics
Professional managers operate within explicit mandates; as an individual investor, you usually don’t, and that leaves room for emotional inconsistency. We build a deep understanding of you as a decision-maker and develop your personal Investment Policy Statement (IPS): a written, pre-committed anchor that keeps you disciplined during market stress.
04
Portfolio & Skill Reviews
Ongoing sessions provide structured accountability. You assess recent decisions against your own stated rules, position by position. We evaluate consistency and quality under uncertainty, not just performance. Each session includes a review of recent decisions, identification of blind spots and emerging patterns, and tracked growth via the Investor Mastery Matrix (IMM™).
05
Ongoing support
Errors surface mid-decision, usually under stress or in a fast-moving market. Between sessions, you have direct access to flag a live decision before you act on it. As your Investor Mastery Matrix (IMM™) score improves, the program tapers from active coaching toward lighter-touch maintenance, support that scales down as your own processes strengthen.
Your biggest asset is you.
Most people spend more time on social media than maintaining the asset that pays for everything: their own skills, judgment, health, and career. Human capital, the value of everything you’ll earn and build over the rest of your working life, is usually the largest asset a person owns. We help you manage it with the same discipline you’d apply to a portfolio.
64%
Share of total global wealth held as human capital: skills, knowledge, and earning capacity. More than natural resources and physical capital combined.
World Bank · The Changing Wealth of Nations, 2021
1 in 8
workers is laid off or discharged in a given year and creates a meaningful, long-term impact in wealth and stress.
U.S. Bureau of Labor Statistics · JOLTS, June 2026
−$150K
average present-value earnings loss for a worker displaced in a recession, with lasting effects on wealth and stress.
Davis & von Wachter · NBER, 2011
Testimonials
Coaching packages
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