

Executive Director, Investment Research
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.