Michael Lanese

Michael Lanese Email and Phone Number

Senior Portfolio Manager, MBA, Certified Sommelier, WSET III @ Argent Financial Group, Inc.
ruston, louisiana, united states
Michael Lanese's Location
Dallas-Fort Worth Metroplex, United States
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).

Michael Lanese's Current Company Details
Argent Financial Group, Inc.

Argent Financial Group, Inc.

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Senior Portfolio Manager, MBA, Certified Sommelier, WSET III
ruston, louisiana, united states
Employees:
151
Michael Lanese Work Experience Details
  • Argent Financial Group, Inc.
    Senior Portfolio Manager,
    Argent Financial Group, Inc. Oct 2022 - Present
    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.
  • Fluent Financial Llc
    Portfolio Manager
    Fluent Financial Llc Feb 2017 - Oct 2022
    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.
  • Thomson Reuters Redi
    Client Relationship Manager
    Thomson Reuters Redi May 2014 - Oct 2016
    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.
  • Bank Of America Merrill Lynch
    Vice President - Trade Support
    Bank Of America Merrill Lynch Feb 2006 - May 2014
    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.
  • Hunt Financial Ventures
    Trader
    Hunt Financial Ventures May 2002 - Mar 2005
    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.
  • Coastal Securities
    Vice President Equity Trading
    Coastal Securities Sep 1994 - Oct 2001
    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.

Michael Lanese Skills

Equities Trading Hedge Funds Options Portfolio Management Equity Trading Strategy Management Investments Leadership Financial Analysis Risk Management Team Management Valuation Electronic Trading Trading Strategies Certified Sommelier Investment Strategies Bloomberg Sommelier Institutional Investments Equity And Options Trading Lacrosse Coach Etfs Options Strategies Asset Management Finance Asset Allocation Financial Modeling Alternative Investments Wealth Management Financial Planning Securities Portfolio Managers Financial Markets Investment Research Program Management

Michael Lanese Education Details

Frequently Asked Questions about Michael Lanese

What company does Michael Lanese work for?

Michael Lanese works for Argent Financial Group, Inc.

What is Michael Lanese's role at the current company?

Michael Lanese's current role is Senior Portfolio Manager, MBA, Certified Sommelier, WSET III.

What is Michael Lanese's email address?

Michael Lanese's email address is mi****@****iba.com

What schools did Michael Lanese attend?

Michael Lanese attended Southern Methodist University - Cox School Of Business, Texas Christian University, University Of Colorado Boulder.

What skills is Michael Lanese known for?

Michael Lanese has skills like Equities, Trading, Hedge Funds, Options, Portfolio Management, Equity Trading, Strategy, Management, Investments, Leadership, Financial Analysis, Risk Management.

Who are Michael Lanese's colleagues?

Michael Lanese's colleagues are Chad I. Johnson, Mba, Shannon Harrington, Matthew Manning, Mba, Yana Zirkiyev, John Harvey, Susan Winkelpleck, Noah Comeaux, Mba.

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