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

I have been featured on Bloomberg. I hold a Bachelor’s in Statistics from UC Berkeley and an MBA from NYU Stern.

First-gen college & MBA graduate. Native Mandarin speaker.

Before moving into equity investing, I worked as an actuary and quantitative researcher.

If you are interested in having me speak, please contact me using the 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)