
Mohamed Ahmed Mostafa El-Sherbiny
Investment Portfolio Manager | Senior Market Strategist & Mentor | CMT® & CFTe® Charterholder
- Group:Executive Advisor Team
- Location:Saudi Arabia
Mohamed Ahmed Mostafa El-Sherbiny
Investment Portfolio Manager | Senior Market Strategist & Mentor | CMT® & CFTe® Charterholder
Mohamed El-Sherbiny is a dynamic portfolio manager, Investment Advisor, and market strategist with over 7 years of experience navigating global markets. A dual holder of the Chartered Market Technician (CMT) and Certified Financial Technician (CFTe) designations, he combines deep financial analysisinsight with practical portfolio construction techniques to deliver exceptional risk-adjusted returns and investment advisory services across the MENA region and beyond.
He currently serves as an Investment Portfolio Manager at Taktheer Trading in Riyadh, where he directs asset allocation, hedging, and diversification strategies to outperform benchmarks while aligning risk with corporate mandates. His approach leverages both technical and fundamental analysis, along with business cycle positioning and intermarket correlations.
Mohamed concurrently coaches Tradepedia clients as a Senior Market Strategist & Mentor, delivering bilingual training programs, investment research, and market commentary to a diverse audience of institutional and retail investors across the GCC. His work includes building customized educational curricula, publishing market outlooks in Arabic and English, and providing real-time trade setups grounded in technical and behavioral frameworks.
Previously, he served as Head of Market Research at AlphaX Financial Consulting, where he authored Saudi equities research, provided portfolio advisory services, and coached investors and traders.
Earlier roles Technical Research Analyst at ALPHA Advisory and internships in investment banking, capital markets, and retail banking at Citi Bank, Banque Misr, and the National Bank of Egypt.
Mohamed is also an accomplished Financial Instructor, delivering over 10,000 hours of development content through freelance webinars, live sessions, and in-person workshops on subjects spanning macroeconomics, portfolio management, personal finance, and financial analysis.
His sharp instructional acumen is paired with extensive certifications, including the CFA Institute Investment Program, Financial Modeling & Valuation Analyst (FMVA®), and a Diploma in Trading & Investing in Financial Markets.
He holds a Bachelor’s degree in Economics from Alexandria University’s Faculty of Economics and Political Science (Honors) and has completed over 70 professional courses and multiple volunteering engagements in finance and leadership.
Mohamed brings a multidisciplinary, globally attuned mindset to portfolio strategy, client advisory, and capital market education, making him a valuable bridge between financial theory, practical implementation, and investor empowerment.