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Michael has over 12 years of professional investment experience, a CFA designation, an MBA from the MIT Sloan School of Management and a BA in Economics from UC Berkeley. He is a Registered Representative with the Financial Industry Regulatory Authority ("FINRA"), having attained multiple Series Designations administered by that organization. Michael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspective across a wide variety of financial instruments. He has consulted for the World Federation of Exchanges, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums in Orange County, Malaysia, Argentina and Spain. Michael began his professional career in 1991, at Pacific Income Advisors in Santa Monica, California, where he was promoted to the position of Portfolio Manager, and managed fixed income and equities for companies, managed accounts, union pension funds, group trusts and high net worth clients. While at Pacific Income, Michael developed a real-time quantitative analysis system that allowed the firm to create new stock strategies and expand equities under management. In 1998, Michael left Pacific Income to attend the Massachusetts Institute of Technology, where he earned his MBA. Directly prior to joining Hollencrest in 2005, Michael spent over three years at Deutsche Bank as Vice President, CDO/Quantitative Analysis Specialist. Within the community, Michael has served as President of the CFA Society of Orange County and remains on the Society’s Board. In addition, Michael serves on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management. |
