Michael Molnar Email & Phone Number

New York, NY, US

San Diego, CA, US

Home to more than 12,000 financial professionals and their teams, Cetera oversees more than $475 billion in assets under administration and $190 billion in assets under management, as of December 31, 2023.

Dallas, Texas, US

BACKGROUND: Avantax is a publicly-traded wealth manager with ~$750 million in revenue (ticker: AVTA). There are two operating segments: Avantax Wealth Management (our independent broker-dealer model) and Avantax Planning Partners (our employee-focused RIA model). ROLE: As an SVP in finance, I sit on the finance leadership team (FLT) as well as the senior.

BACKGROUND: M2X was started based on a simple concept: Humans are good at certain parts of investing and algorithms are better at others. Combining both, if done well, should be better than either alone.ROLE: Founding partner responsible for all aspects of the business.HIGHLIGHTS: We developed a series of effective tools/process and achieved early.

BACKGROUND: Lorem Ipsum was a long/short hedge fund focused on taking concentrated positions, long and short, in sustainable investment opportunities (e.g., solar, wind, infrastructure, clean industrials, etc). Goldman Sachs and Morgan Stanley primer brokers. ROLE: As a Founding Partner, I focused on deep fundamental research into specific companies.

BACKGROUND: Greentech Capital Advisors was one of the first investment banks dedicated to sustainable infrastructure investors and companies (e.g., clean energy, energy efficiency, advanced mobility, water, internet of things, pollution control etc).ROLE: I was a Founding Partner of the firm and the first banking partner to join. I advised clients on M&A.

New York, New York, US

BACKGROUND: Goldman Sachs is one of the largest investment banks in the world.ROLE: I had several senior roles in the equity research department (special situations, small/mid cap research, alternative energy)HIGHLIGHTS: I launched the 1st alternative energy research franchise (ranked #1 for stock picking), helped to start the small/mid cap team by.

Dublin 2, IE

BACKGROUND: Accenture is a professional services company specializing in information technology services and consulting.ROLE: After business school, I joined as a Manager in the Strategy Consulting Group. Then, I was asked to help start a new initiative at Accenture's internal think tank so I became a Visiting Research Fellow.HIGHLIGHTS: As a consultant, I.

BACKGROUND: Arthur Andersen was one of the Big 6 public accounting firms, along with Coopers & Lybrand, Deloitte & Touche, Ernst & Young, KPMG Peat Marwick, and Price Waterhouse.ROLE: I started my career there as an auditor in the consumer products and services division. HIGHLIGHTS: I became a CPA and worked on engagements in casino entertainment, discount.

Washington, DC, US

This is more a fun fact than anything else. But while in college, I was 1 of 100 people selected nationwide for the FBI Honors Internship Program. Our class was the first to work directly in field offices to help investigate white collar crimes (historically, interns were only at headquarters).

Mba, Finance, Entrepreneurship

Msc, Decision Sciences (Multidisciplinary Study Of Mathematics, Economics & Psychology)

Bs, Accounting (Major), Philosophy (Minor)

Studied Abroad As Part Of The University Of Chicago Mba Program

Education record