Chief Investment Officer
Michael is responsible for leading the firm’s investment research on capital markets. He created the firm’s quantitative and qualitative due diligence process for analyzing investment managers across equities, fixed income, and alternative strategies. In addition, he developed the Marcum Wealth Asset Allocation Frameworks based on the firm’s proprietary Ultra Modern Portfolio Theory which guides the management of client portfolios. He authors market commentaries and quarterly investment strategy newsletters. Previously, Michael was a member of a wealth advisor team at a national investment management firm.
- CFA Institute
- CFA Society of Cleveland
- Previous member of Young Leaders, United Way of Greater Cleveland
- Meals on Wheels