Michael Kantor Email & Phone Number

New York, Ny, Us

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Us

New York, New York, Us

Portfolio analyst on financial advisory team with 1.1BN in AUM including 425MM+ in advisory assets.Primary responsibility includes reviewing & analyzing portfolio allocations and providing investment recommendations to high net worth clientele. Sit on team’s Investment Committee, which leverages both Citi’s research platform and weekly group meetings with institutional portfolio managers to provide investment recommendations to advisory team on a monthly and quarterly basis.Support CPWM’s largest retail syndicate book. Clients include high net worth individuals and institutional traders who participate in Citi’s underwritten offerings including equities, convertibles, preferred stocks, convertible bonds, municipal bonds high yield and high grade corporate debt. Responsible for communicating deal flow and deal color between Citi’s capital markets group and clientele. Serve as the team’s equity derivative strategist by providing trading and hedging strategies along with equity & equity derivative market color. Portfolio hedging strategies include covered call writing, stock recovery strategies and hedging of concentrated equity positions. Trading strategies include volatility arbitrage, spread trading, synthetic equity positions and naked contract writing. Apply fundamental and technical analysis to all hedging and trading strategies.

Provided merchandising analysis, including promotional posture, inventory positions and traffic patterns for over twenty publicly traded companies in the retail sector.Visited malls in the MD/VA/DC and NJ areas, and spoke with store employees to gain insight into store performance and merchandising activity.Created weekly reports used to support the equity research department’s investment advice for institutional clients.

New York, New York, Us

B.S., Finance

Education record