Michael is a co-portfolio manager on several equity, hedge fund, and fixed income strategies where he focuses on sourcing, diligence, and monitoring of active and passive strategies globally.

Michael joins Pathstone from Crestone Capital, where he was managing director of investment research and strategy. Prior to Crestone, Michael was vice president within BlackRock’s Investments and Portfolio Solutions group in New York City. With a focus on alternative investments, he was responsible for developing the alternative investments platform across product management, investment strategy, and portfolio construction. Prior to BlackRock, he was a trader at James Capital Alliance (dba James Investment Research), working directly with senior portfolio managers on equity and fixed income trading, research, asset allocation, and portfolio management.

Michael received his Master of Business Administration, with a concentration in Finance, from the University of Dayton. He received his Bachelor of Science in Finance from Wright State University, where he graduated summa cum laude and was the recipient of the Wall Street Journal Student Achievement Award. He is a CFA® charterholder and a member of both CFA® Institute and CFA® Society Colorado.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.