As managing director of investment research and shareholder of Crestone Capital, Michael is responsible for managing Crestone’s investment research team and overseeing the firm’s investment strategy. With over 15 years of investment management experience, Michael works with clients to develop their overall investment strategy, provide market and economic analysis, strategic and tactical asset allocation guidance, and portfolio management.

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

Additionally, Michael leads Crestone’s business intelligence team, which focuses on developing, implementing, and maintaining highly effective, reliable and innovative technology systems in order to support client needs and the firm’s future growth plans.

Prior to joining Crestone in 2017, 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 a variety of roles including 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 prestigious Wall Street Journal Student Achievement Award. He is a CFA® charterholder.

Michael serves on the Crestone Investment Committee and Impact Committee.

Michael is a member of both CFA® Institute and CFA® Society Colorado.