With over a decade of investment management experience, Michael plays an integral role in providing a range of investment research services for Crestone clients, including investment manager search, selection, monitoring, asset allocation, and market analysis. He focuses primarily on active and passive liquid equity and fixed income strategies globally.

Prior to joining Crestone in 2017, Michael was Vice President of Alternative Investments at BlackRock in New York City. As part of BlackRock’s US Wealth Advisory Investments and Portfolio Solutions team, he was responsible for developing the alternative investments platform across a variety of roles including product management, investment strategy, and asset allocation guidance. Prior to BlackRock, he was a Trader at James Capital Alliance, working directly with Senior Portfolio Managers on equity and fixed income trading strategy, research, asset allocation, and portfolio management.

Michael earned a Master of Business Administration degree, with a concentration of Finance, from the University of Dayton. He graduated summa cum laude from Wright State University, with a Bachelor of Science degree in Finance. At Wright State University, Michael was the recipient of the prestigious Wall Street Journal Student Achievement Award.

Michael is a CFA® charterholder and CFA Institute Member.

Michael serves on the Crestone Investment Committee.

What do you enjoy most about wealth management?
Being intellectually engaged in discovery and analysis of the ever-changing investment opportunity landscape.
What's the biggest challenge of working in wealth management?
Not being an emotional investor. Learning to understand our emotional tendencies and remain objective in our analysis and decision making is usually much harder than it sounds.
What do you love to do outside of work?
Almost anything involving being active, traveling, or new experiences, but I especially enjoy fitness and cycling.