AeroLeads people directory · profile
Michael Kon, Cfa Email & Phone Number
Director of Research and Portfolio Manager
at
Summitry
1 work email found
@summitry.com
7 phones found area 630, 847, 650, and 312
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Research and Portfolio Manager
Location
Burlingame, California, United States
Company size
Who is Michael Kon, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Kon, Cfa is listed as Director of Research and Portfolio Manager at Summitry, a company with 56 employees, based in Burlingame, California, United States. AeroLeads shows a work email signal at summitry.com, phone signal with area code 630, 847, 650, 312, and a matched LinkedIn profile for Michael Kon, Cfa.
Michael Kon, Cfa previously worked as Director of Research & Portfolio Manager at Summitry and Senior Equity Analyst at Morningstar. Michael Kon, Cfa holds Mba, Finance from Mcgill University.
Company email context
Email format at Summitry
This section adds company-level context without repeating Michael Kon, Cfa's masked contact details.
{first}@summitry.com
89% confidence
AeroLeads found 1 current-domain work email signal for Michael Kon, Cfa. Compare company email patterns before reaching out.
Profile bio
About Michael Kon, Cfa
I am an investment professional focused on discovering attractive investments and managing stock portfolios to maximize returns. I specialize in finding actionable investment ideas that can deliver exceptional risk/reward returns. I execute in-depth financial analysis and due diligence to determine the attractiveness of each idea.I also have solid experience in leading research process improvements and implementation of best practices.
Listed skills include Equities, Investments, Equity Research, Private Equity, and 8 others.
Current workplace
Michael Kon, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Summitry
5 roles · 21 years
Michael Kon, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of Research & Portfolio Manager
CurrentGolub Group is one of the largest independent investment firms in the Bay Area with AUM over $1.5 billion. The firm's investment strategy is to buy high quality businesses with strong competitive advantage at a discount to their intrinsic value. As the Director of Research (2018-present), I am responsible for the firm’s research process, implementation of.
Jan 2013 - Present
Senior Equity Analyst
Morningstar is the largest independent investment research firm in the world that provides investment research to mutual funds, hedge funds, and other institutional investors. As a senior research analyst, I was responsible for covering publicly traded companies in financial services sector including community banking, consumer lending, payments, specialty.
Apr 2006 - Dec 2012
Equity Research Associate
CIBC World Markets is a leading global investment bank based in Toronto, Canada. As an equity research associate, I authored more than 100 reports, notes, and presentations in collaboration with the senior analyst covering the telecommunication and cable industries. I analyzed and modeled complex mergers, acquisitions and spin-offs. I established.
2005 - 2006
~1 yr
Senior Associate, Mergers & Acquisitions
Rotman & Co
Rotman is and Israeli based boutique firm focused on M&A, securities law, antitrust law, and commercial negotiations. As a senior attorney, I led negotiations, drafted agreements, and led closing of mergers, acquisitions, spinoffs, VC investments, private equity takeovers and funding deals in access of $1B. I was a senior counsel to c-level executives of.
Jan 1998 - Jan 2002
Team & coworkers
Colleagues at Summitry
Other employees you can reach at summitry.com. View company contacts for 56 employees →
MC
Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
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JY
Jason Yu, Cfa
Colleague at SummitryUnited States, United States
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JR
Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States, United States
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AP
Ayse Pehlivan
Colleague at SummitrySan Francisco, California, United States, United States
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AK
Alex Katz
Colleague at SummitryLos Altos, California, United States, United States
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DE
Demia Edwards
Colleague at SummitrySan Mateo, California, United States, United States
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AS
Aaron Szager
Colleague at SummitryRedwood City, California, United States, United States
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JM
Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States, United States
View →
MG
Matthew Gordon
Colleague at SummitrySan Mateo, California, United States, United States
View →
MW
Michelle Wong
Colleague at SummitrySan Francisco Bay Area, United States
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Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
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JY
Jason Yu, Cfa
Colleague at SummitryUnited States, United States
View →
JR
Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States, United States
View →
AP
Ayse Pehlivan
Colleague at SummitrySan Francisco, California, United States, United States
View →
AK
Alex Katz
Colleague at SummitryLos Altos, California, United States, United States
View →
DE
Demia Edwards
Colleague at SummitrySan Mateo, California, United States, United States
View →
AS
Aaron Szager
Colleague at SummitryRedwood City, California, United States, United States
View →
JM
Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States, United States
View →
MG
Matthew Gordon
Colleague at SummitrySan Mateo, California, United States, United States
View →
MW
Michelle Wong
Colleague at SummitrySan Francisco Bay Area, United States
View →
3 education records
Michael Kon, Cfa education
Mba, Finance
Ba, Economics & Management; Corporate Finance & Business Law
Tel Aviv Open University
Bachelor Of Laws (Ll.B.), Banking, Corporate, Finance, And Securities Law
FAQ
Frequently asked questions about Michael Kon, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael Kon, Cfa work for?
Michael Kon, Cfa works for Summitry.
What is Michael Kon, Cfa's role at Summitry?
Michael Kon, Cfa is listed as Director of Research and Portfolio Manager at Summitry.
What is Michael Kon, Cfa's email address?
AeroLeads has found 1 work email signal at @summitry.com for Michael Kon, Cfa at Summitry.
What is Michael Kon, Cfa's phone number?
AeroLeads has found 7 phone signal(s) with area code 630, 847, 650, 312 for Michael Kon, Cfa at Summitry.
Where is Michael Kon, Cfa based?
Michael Kon, Cfa is based in Burlingame, California, United States while working with Summitry.
What companies has Michael Kon, Cfa worked for?
Michael Kon, Cfa has worked for Summitry, Morningstar, Cibc World Markets, and Rotman & Co.
Who are Michael Kon, Cfa's colleagues at Summitry?
Michael Kon, Cfa's colleagues at Summitry include Michel'Le C., Jason Yu, Cfa, Jennifer Rouse, Ayse Pehlivan, and Alex Katz.
How can I contact Michael Kon, Cfa?
You can use AeroLeads to view verified contact signals for Michael Kon, Cfa at Summitry, including work email, phone, and LinkedIn data when available.
What schools did Michael Kon, Cfa attend?
Michael Kon, Cfa holds Mba, Finance from Mcgill University.
What skills is Michael Kon, Cfa known for?
Michael Kon, Cfa is listed with skills including Equities, Investments, Equity Research, Private Equity, Portfolio Management, Financial Modeling, Value Investing, and Asset Managment.
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