In an Era of Information,
Trade as an Informed Investor

We provide highly customized, accessible financial training on investing and trading
in the capital markets to participants of all experience levels

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Ascend courses teach a fundamental and tactical approach for today's new market environment


Personalized, one-on-one mentoring to improve your trading skills or master a topic


Primary equity research on small cap stocks affected by catalysts or corporate events



Ascend Financial Education provides individual, personalized, one-on-one training and mentoring to help you achieve your trading and investment goals and better understand market fundamentals.

Mentoring is held at locations in NYC and Long Island, or at your preferred office or residence.

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