As winner of the 2014 Charles H. Dow Award and 3rd Place Winner of the 2014 Wagner Award, Michael helps to structure portfolios to best take advantage of various strategies designed to maximize the amount of time and capital spent in potentially outperforming investments. Prior to this Chief Investment Strategist role, Michael served as a Portfolio Manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Michael was a Portfolio Strategist at AmeriCap Advisers, LLC, a registered investment advisory firm which managed equity portfolios for large institutional clients. As a member of the investment committee, Michael performed detailed analysis on various stocks and worked closely with the principals of the firm to structure client portfolios. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies.
Michael is an active contributor to popular financial websites, including SeekingAlpha.com, MarketWatch.com, and Minyanville.com. He has been interviewed on CNBC, Bloomberg, Fox Business, as well as the Wall Street Journal live for his unique approach to interpreting market movements. His analysis has also been featured by Marc Faber of the Gloom, Boom and Doom Report. He is the author of the Lead-Lag Report, a weekly summary of various intermarket trends, and the Week in Review which is a free e-newsletter sent out every Sunday.
Michael earned his B.S. from New York University, and is a CFA Charterholder. Follow him on Twitter: @pensionpartners, and on YouTube: www.youtube.com/pensionpartners.
Want to learn more about ATAC and our investment management services? Email us and a representative will get back to you.