In his prior role, Michael led the investments team at an RIA in Austin, TX. He implemented quantitative-driven portfolio strategies and efficiencies within the investments team and the firm during his tenure. He was also the primary “Investment voice” to the firm’s advisors and highest-net-worth clients. Additionally, Michael was responsible for leading both internal training sessions and external presentations.
Prior to that role, Michael was the Chief Investment Officer at an RIA in the DFW area. In addition to portfolio creation and maintenance, he was responsible for creating and maintaining a proprietary liability-driven investment solution that automated the creation of investment allocations for clients throughout their retirement journey.
In his 30+ year career, Michael has worked under Nobel Laureates and in various financial services capacities around the globe.