Michael Chu, Cfa, Cmt
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Michael Chu, Cfa, Cmt Email & Phone Number

Equity, Derivatives, and Quantitative Strategy at Evercore ISI, Research Division
Location: New York, United States 9 work roles 2 schools
1 work email found @gersteinfisher.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@gersteinfisher.com
LinkedIn Profile matched
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Role
Equity, Derivatives, and Quantitative Strategy
Location
New York, United States
Company size

Who is Michael Chu, Cfa, Cmt? Overview

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Quick answer

Michael Chu, Cfa, Cmt is listed as Equity, Derivatives, and Quantitative Strategy at Evercore ISI, Research Division, a with 25 employees, based in New York, United States. AeroLeads shows a work email signal at gersteinfisher.com and a matched LinkedIn profile for Michael Chu, Cfa, Cmt.

Michael Chu, Cfa, Cmt previously worked as Equity, Derivatives, & Quantitative Strategy at Evercore Isi, Research Division and Equity Strategy Associate at Btig. Michael Chu, Cfa, Cmt holds Bachelor Of Science (B.S.), Finance And Management from New York University.

Company email context

Email format at Evercore ISI, Research Division

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*@gersteinfisher.com
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AeroLeads found 1 current-domain work email signal for Michael Chu, Cfa, Cmt. Compare company email patterns before reaching out.

Profile bio

About Michael Chu, Cfa, Cmt

Michael Chu, Cfa, Cmt is a Equity, Derivatives, and Quantitative Strategy at Evercore ISI, Research Division. He possess expertise in technical analysis, bloomberg, research, powerpoint, series 7 and 8 more skills.

Listed skills include Technical Analysis, Bloomberg, Research, Powerpoint, and 9 others.

Current workplace

Michael Chu, Cfa, Cmt's current company

Company context helps verify the profile and gives searchers a useful next step.

Evercore ISI, Research Division
Evercore Isi, Research Division
Equity, Derivatives, and Quantitative Strategy
New York, NY, US
Employees
25
AeroLeads page
9 roles

Michael Chu, Cfa, Cmt work experience

A career timeline built from the work history available for this profile.

Equity Strategy Associate

New York

Dec 2017 - Oct 2021

Portfolio Strategy Analyst

Gerstein Fisher

Greater New York City Area

Jun 2016 - Dec 2017

Portfolio Construction Assistant Vice President

Greater New York City Area

Provided wealth management services to high net worth families and institutions. Responsibilities included multi-asset class portfolio construction/monitoring/reporting, strategy and asset allocation implementation, generating analytics and other deliverables, directing trading activity, creating proposal presentations, attending client meetings, and updating marketing materials. Also managed the firm's model-based portfolios and maintained its guidance portfolios.

Dec 2014 - May 2016

Research Analyst

New York, Ny

Monitored developments across markets and asset classes, generated actionable trade ideas, and communicated views through written research reports or directly to clients. Work focused on identifying top-down themes and drivers at the macro and/or sector levels, and branched into other areas such as inter-market, relative strength, and single-name analysis. Experience included over a year managing the firm's research product.

Oct 2008 - Dec 2014

Market Intelligence Intern

New York, Ny

Conducted high-level research and analysis of the Healthcare sector to determine the market size for prospective NCR products. Constructed a top-down model to forecast revenues generated from the available opportunities.

Jun 2008 - Aug 2008

Intern

Toms River, Nj

Contacted local residents to expand client base, organized investment seminars and information sessions

Jun 2007 - Aug 2007
2 education records

Michael Chu, Cfa, Cmt education

Education record

Investment Banking Institute

Intensive financial modeling and valuation training program.

FAQ

Frequently asked questions about Michael Chu, Cfa, Cmt

Quick answers generated from the profile data available on this page.

What company does Michael Chu, Cfa, Cmt work for?

Michael Chu, Cfa, Cmt works for Evercore ISI, Research Division.

What is Michael Chu, Cfa, Cmt's role at Evercore ISI, Research Division?

Michael Chu, Cfa, Cmt is listed as Equity, Derivatives, and Quantitative Strategy at Evercore ISI, Research Division.

What is Michael Chu, Cfa, Cmt's email address?

AeroLeads has found 1 work email signal at @gersteinfisher.com for Michael Chu, Cfa, Cmt at Evercore ISI, Research Division.

Where is Michael Chu, Cfa, Cmt based?

Michael Chu, Cfa, Cmt is based in New York, United States while working with Evercore ISI, Research Division.

What companies has Michael Chu, Cfa, Cmt worked for?

Michael Chu, Cfa, Cmt has worked for Evercore Isi, Research Division, Btig, Gerstein Fisher, Credit Suisse, and Bay Crest Partners.

How can I contact Michael Chu, Cfa, Cmt?

You can use AeroLeads to view verified contact signals for Michael Chu, Cfa, Cmt at Evercore ISI, Research Division, including work email, phone, and LinkedIn data when available.

What schools did Michael Chu, Cfa, Cmt attend?

Michael Chu, Cfa, Cmt holds Bachelor Of Science (B.S.), Finance And Management from New York University.

What skills is Michael Chu, Cfa, Cmt known for?

Michael Chu, Cfa, Cmt is listed with skills including Technical Analysis, Bloomberg, Research, Powerpoint, Series 7, Excel, Word, and Report Writing.

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