As Chief Investment Officer, Michael is responsible for developing and overseeing our investment strategy, promoting alignment with goals and risk management objectives. Michael oversees the Research and Trading department which executes our investment strategies. In addition, Michael maintains direct relationships with clients and manages their portfolios.
Michael holds the Chartered Market Technician designation (CMT) and earned both his M.B.A. with an emphasis in finance and B.S. from St. Mary’s College of California. He has created proprietary cycle, bond and option market signals that support the firm’s analysis of market conditions and help manage risk in portfolios. Michael has been quoted in Barron’s for his technical analysis.
Since joining the team in 2006, Michael has been instrumental in building the firm’s trading systems and processes, becoming a partner of the legacy Bedell Frazier firm in 2013.
Outside of the office, he and his wife, Haley, stay active raising their two young sons, Hudson and Owen.
