Michael has been involved in the financial services industry for over 15 years with a focus on exploring and analyzing global investment opportunities across various asset classes and industries. Through a rigorous process of exploring macroeconomic trends, industry dynamics, and company specific fundamentals Michael constructs investment portfolios that meet the return and risk profiles of clients.
Prior to joining Morgan Stanley as a Financial Advisor, Michael was a Co-Founder & Managing Member of Caip Partners LLC, a hedge fund which implemented an opportunistic investment approach globally. As a managing member at Caip Partners his responsibilities included overall asset allocation assessment, individual company analysis, and developing deep relationships with investment companies. Extensive travel to target and existing investments in Latin America, Asia, Europe, Middle East and Africa provided unique perspective and insight into global trends. Before co-founding Caip Partners LLC, Michael was a Managing Director focused on technology investments at Maverick Capital, a $10 billion Long/Short equity hedge fund. Prior to Maverick, Michael was a senior analyst at Pequot Capital focused on the semiconductor industry. Michael began his career at Morgan Stanley Asset Management as an analyst focused on the technology, energy, industrial, and financial sectors. Michael received his B.A. in Economics from Colgate University.
Michael and his wife, Michele, live in Tenafly, New Jersey with their two sons. They are involved in various capacities with Colgate University, Columbia University, and The Pingry School.
NMLS # 1279370
Securities Agent: NJ, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative