My name is Jerry Diao. I am the founder of Richard Toad®, a platform serving the public equity investing profession.

I began my career as an actuary, then worked in sell-side equity research covering software and at a hedge fund as a generalist analyst before founding the company. Here is my appearance on Bloomberg.

I hold a B.A. in Statistics from UC Berkeley and an MBA from NYU Stern School of Business.

I am a first-generation college and MBA graduate, and a native Mandarin speaker.

To request a speaking engagement, please use the contact form.

Public appearances

• CNBC - commentary on Situational Awareness (7.31.2026)

• Stock Thoughts podcast (3.18.2026)

• Bloomberg - How Analyst Job Cuts on Wall Street Are Reshaping Equity Research (1.8.2025)

• Fundamental Edge (11.24.2024)

• Daloopa podcast (11.5.2024)

Speaking engagements

• Discussion with Finance and Investment (F&I) Club at Stanford Graduate School of Business (5.11.2026)

• Navigating MBA buy-side recruiting with Wharton MBA students (10.10.2025)