As a Senior Investment Analyst, Michael plays an important role in the firm’s investment management process. His responsibilities include trading, researching and monitoring investments, and performance reporting. Michael has a passion for understanding the ever-changing macroeconomic landscape and enjoys working with advisors to ensure each client’s portfolio is positioned for success.
Michael’s professional experience covers performing investment due diligence and analysis, participating in capital market assumption studies, and writing macro thought pieces. His past publications include analysis on interest rates, artificial intelligence, and China. When it comes to achieving investment success, Michael believes attention to detail and deep curiosity are key factors.
Michael lives in Lakewood, Ohio and enjoys spending time with family and friends. When he is not in the office, he thrives on being active through golf, running, and skiing. He also serves on the Board of Directors for a non-profit organization that serves individuals with special needs.
