Torrance, California Office
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In his previous work as a portfolio manager, Michael conducted investment research, crafted bespoke investment portfolios, assessed risk exposure, and developed objective-driven asset allocation strategies.
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Michael has two bachelor’s degrees, one being in political science and the other in Economics, both from the University of California, Irvine. He is also a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA).
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In his free time, Michael enjoys playing the guitar and spending time with his family – his wife and 8-year-old daughter who keeps him busy outside of the office.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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