Michael Lanese
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Michael Lanese Email & Phone Number

Senior Portfolio Manager, MBA, Certified Sommelier, WSET III at Argent Financial Group, Inc.
Location: Dallas-Fort Worth Metroplex, United States 6 work roles 3 schools
1 work email found @toshiba.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Role
Senior Portfolio Manager, MBA, Certified Sommelier, WSET III
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Michael Lanese? Overview

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Quick answer

Michael Lanese is listed as Senior Portfolio Manager, MBA, Certified Sommelier, WSET III at Argent Financial Group, Inc., a with 151 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at toshiba.com and a matched LinkedIn profile for Michael Lanese.

Michael Lanese previously worked as Senior Portfolio Manager, at Argent Financial Group, Inc. and Portfolio Manager at Fluent Financial Llc. Michael Lanese holds Master Of Business Administration (Emba), Finance Emphasis from Southern Methodist University - Cox School Of Business.

Company email context

Email format at Argent Financial Group, Inc.

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{first}.{last}@toshiba.com
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Profile bio

About Michael Lanese

I am currently the Senior Portfolio Manager at Argent Trust and am responsible for managing personal and institutional portfolios as a part of the Senior management team.Previously, I worked for Fluent Financial, managing several different portfolio strategies designed to help client investments based on their risk tolerance. I was able to layer options strategies over several of the portfolios to help increase returns while at the same time reducing overall risk. Options proficiency brought a hedge fund strategy to the retail client and became a differentiating factor during my time at the firm.Through September of 2016, I had been working for BofA Merrill Lynch & REDI Trading on an electronic trading platform supporting both hedge fund and institutional clients. During my time there, I was instrumental in converting the BofA options trading desk from a third-party trading platform to our internal trading software, relying extensively on my options trading experience. Prior to that I traded for one of the hedge funds managed by Hunt Financial Ventures called Arbitex. My role was to trade equities, options and futures in an effort to capture intraday volatility and increase the fund's overall returns. During my time there, the fund grew from $750 million to over $1.4 billion before ultimately unwinding the positions and shutting down. I started my trading career as a market maker for Coastal securities. Here I was one of the firms most profitable day traders and I eventually began managing and training my own team of 7 traders. I graduated with a BBA in Finance from TCU in 1993 and went on to graduate from SMU's EMBA program in 2009. After graduate school I passed the Level II Certified Sommelier exam with the Court of Master Sommeliers in 2013 as well as the Advanced WSET III certification in wine and spirits and I have been coaching lacrosse since 1995 for both TCU (5 years) and with Highland Park school system (18 years).

Listed skills include Equities, Trading, Hedge Funds, Options, and 33 others.

Current workplace

Michael Lanese's current company

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Argent Financial Group, Inc.
Argent Financial Group, Inc.
Senior Portfolio Manager, MBA, Certified Sommelier, WSET III
ruston, louisiana, united states
Employees
151
AeroLeads page
6 roles

Michael Lanese work experience

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

Senior Portfolio Manager,

Current

Dallas, Texas, United States

Argent Trust Company, a subsidiary of Argent Financial Group, announced that Michael Lanese has joined the company as senior portfolio manager. He will be based in Argent’s Dallas office and will be responsible for managing personal and institutional portfolios. Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $65 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate planning, investment management, retirement plan consulting, ESOPs, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit www.ArgentFinancial.com.

Oct 2022 - Present

Portfolio Manager

Fluent Financial Llc

14800 Landmark Blvd Suite 848 Dallas Tx 75254

Mike was responsible for managing several different portfolio strategies designed to help client investments based on their risk tolerance. He was able to layer options strategies over several of the portfolios to help increase returns while at the same time reducing overall risk. Options proficiency brought a hedge fund type of strategy to the retail client and became a differentiating factor during his time at the firm.

Feb 2017 - Oct 2022

Client Relationship Manager

Thomson Reuters Redi

Frisco, Texas

Mike was a senior support representative for REDI, an electronic trading platform, where he trained users on how best to use the software to manage their fund strategies, relying on his expertise in Equity and Options trading. REDI purchased the InstaQuote trading platform in 2014 from Bank of America Merrill Lynch and his job function remained was similar within the merged company's software.

May 2014 - Oct 2016

Vice President - Trade Support

Frisco, Texas

Mike was in charge of facilitating Equity, Options and Futures transactions for clients using the InstaQuote trading software while also advising money managers and traders on how to most efficiently use the trading platform to meet their needs.

Feb 2006 - May 2014

Trader

Hunt Financial Ventures

Arbitex was a $1.4 Billion hedge fund under the Hunt Financial Ventures umbrella and Mike's job was to capture the intra-day volatility of the underlying equities within the portfolio. In addition to equity trading, he was also tasked with using options and futures to create hedged positions on current holdings as part of the fund's overall strategy.

May 2002 - Mar 2005

Vice President Equity Trading

Coastal Securities

Dallas, Texas

Coastal Securities was a proprietary trading company where Mike was the Vice President and Head Trader for his team. Aside from his Market Making responsibilities, Mike was tasked with training new market makers within the firm.

Sep 1994 - Oct 2001
Team & coworkers

Colleagues at Argent Financial Group, Inc.

Other employees you can reach at argentfinancial.com. View company contacts for 151 employees →

3 education records

Michael Lanese education

Bba, Finance

Activities and Societies: I participated in the Study Abroad program and spent the Summer of 1992 in Cologne, Germany, studying Finance.

Freshman, Business

Activities and Societies: Club Lacrosse and Club Ice Hockey Worked in the Student Dining Hall preparing and serving meals

FAQ

Frequently asked questions about Michael Lanese

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

What company does Michael Lanese work for?

Michael Lanese works for Argent Financial Group, Inc..

What is Michael Lanese's role at Argent Financial Group, Inc.?

Michael Lanese is listed as Senior Portfolio Manager, MBA, Certified Sommelier, WSET III at Argent Financial Group, Inc..

What is Michael Lanese's email address?

AeroLeads has found 1 work email signal at @toshiba.com for Michael Lanese at Argent Financial Group, Inc..

Where is Michael Lanese based?

Michael Lanese is based in Dallas-Fort Worth Metroplex, United States while working with Argent Financial Group, Inc..

What companies has Michael Lanese worked for?

Michael Lanese has worked for Argent Financial Group, Inc., Fluent Financial Llc, Thomson Reuters Redi, Bank Of America Merrill Lynch, and Hunt Financial Ventures.

Who are Michael Lanese's colleagues at Argent Financial Group, Inc.?

Michael Lanese's colleagues at Argent Financial Group, Inc. include Susan Winkelpleck, Chad I. Johnson, Mba, Angela Hudson, Clay Hardy, and Marc Hansberger.

How can I contact Michael Lanese?

You can use AeroLeads to view verified contact signals for Michael Lanese at Argent Financial Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Michael Lanese attend?

Michael Lanese holds Master Of Business Administration (Emba), Finance Emphasis from Southern Methodist University - Cox School Of Business.

What skills is Michael Lanese known for?

Michael Lanese is listed with skills including Equities, Trading, Hedge Funds, Options, Portfolio Management, Equity Trading, Strategy, and Management.

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