03-07-2026 Mastering the Level II and III - March 2026

   

SPEAKERS

Nate Colvin, CFA  | Nate Colvin is an Associate in the Investment Strategy Group at Bel Air Investment Advisors. Nate graduated from the Honors College at UCLA with a degree in Business Economics. He is also a CFA charterholder and a member of the CFA Society Los Angeles. Back To Top ^^

 

Tucker Middlebrook, CFA, CPA  | Tucker Middlebrook, CFA, CPA, is a finance professional based in Los Angeles, California. As a Senior Manager at The Siegfried Group, he specializes in advanced three-statement and LBO modeling, board-level scenario analysis, cash forecasting, capital allocation, budgeting frameworks, and cost optimization for high-growth and private equity-backed companies. His prior experience at Big Four firms (EY and PwC) includes leading valuations and compliance testing for investment funds, as well as substantive testing and SOX controls for public company filings. Tucker holds active memberships in the CFA Society Los Angeles (CFALA) and the California Board of Accountancy. His personal interests include scuba diving and hiking. Back To Top ^^

 

Andres Talero, CFA | Mr. Talero obtained his CFA charter in March of 2025. Throughout his career he has held multiple positions in derivatives trading, structuring, marketing and consulting, and in asset liability management. He has extensive experience in emerging markets, fixed income, US equities, foreign exchange and credit derivatives.

He began his career in the mid 1990’s at the Ministry of Finance in Colombia, working in a risk management group that actively used derivatives as risk management tools, designing, implementing, and monitoring risk benchmarks for the Republic’s foreign debt portfolio. Mr. Talero later moved to New York where he completed graduate studies at Columbia University and joined Merrill Lynch’s institutional fixed income Latin America team. Over the course of a decade, he held multiple roles within Merrill’s Fixed Income and Emerging Markets teams, with a structuring and Local Markets derivatives trading focus.

After his career in Wall Street, Mr. Talero moved to California, and co-founded a consulting firm, advising international entities, regional pension funds, and international family offices. His current focus is centered in portfolio management and the use of options and other derivatives as risk management tools.

Through-out his career Mr. Talero has remained an active investor, with a life-long professional interest in derivatives, economics and financial markets. He has a long-term interest in derivatives education and has been a guest lecturer teaching options and other derivatives. He is also an active financial writer. Back To Top ^^

MODERATOR

Sarin Puri, CFA | Sarin has been in the wealth management industry for 10 years and is a CFA Charterholder. Joining UBS in 2019, he spent a couple of years on the management team prior to joining PFWP as a Senior Wealth Strategist. A native of San Francisco, Sarin started his career as a financial consultant and held other leadership roles. Sarin has experience with assisting entrepreneurs, business owners, and other HNW clients in their financial planning process. True to his California roots, Sarin went to UC Santa Barbara where he studied Economics and Accounting with a minor in Statistical Science. In his free time you can catch Sarin exploring new restaurants, being outdoors (especially playing beach volleyball and golf), or travelling. Back To Top ^^