- Executive Management
- Investment Management
- Research and Trading
- Private Client Group
- Institutional Group
- Client Service/Administration
Chief Investment Officer
As Chief Investment Officer of Wellesley Asset Management and a Portfolio Manager of the firm’s mutual funds, Michael directs the firm’s investment and institutional sales teams. He is responsible for convertible bond research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. He also constructs and analyzes client portfolios, and works directly with some of the firm’s institutional clients.
Michael frequently speaks at national investment conferences educating investors about the convertible bond asset class. In 2017, Michael was named to Forbes list of “America’s Top-500 Next Generation Wealth Advisors,” ranking #1 in Massachusetts and #11 nationwide.
Michael received his Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington, DC, where he specialized in finance, and his Master of Business Administration degree from Babson College.