Michael Wright, Cfa Email & Phone Number

United States

Oversee the financial operations of Old Town Hot Springs, report and make recommendations to management and the Board.

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Develop portfolio strategies, provide investment advice and construct asset allocation strategies for high net worth clients and institutions. With over $200 billion in assets under management, we are able to craft customized tax efficient investment solutions for clients based upon their objectives and needs, including separate account management and non-financial asset solutions. We further provide tax and estate planning, trust, banking and credit services and wealth planning. Our team is experienced, responsive and engaged with our clients.

Greater Minneapolis-St. Paul Area

Ranked 14th best undergraduate program in the US.Instructed graduate level financial modeling and security valuation courses and instructed undergraduate students in the fundamentals of finance. Known for ability to creatively convey complex material to inform investment decision-making. Integrate historical perspective and current financial events into the investment mosaic. • Faculty Mentor for the CFA Global Investment Research Challenge—three-time local winner.

Greater Minneapolis-St. Paul Area

Deerfield, Il

Founding member of a long/short, equity hedge fund based in Chicago. Involved in every critical aspect in the development of the business; investment process, research, trading platform, legal, risk management, personnel.

St.Paul, Mn

Reporting to the CEO, had nine direct reports, managing a team of 40 investment professionals who were responsible for the majority, if not all of the reported profits of the company.Established the strategic and tactical direction of the $21.8 billion Investment Division.Major asset classes of global fixed income and equities and domestic real estate and venture capital were managed for income and capital appreciation.Objectives were consistently exceeded with a lower risk profile.Managed three equity growth portfolios, earning top quartile returns against the large-cap growth manager universe.Instituted the first asset/liability study that evaluated holistic financial risk under various economic scenarios.Held various positions of increasing responsibility throughout from Senior Investment Analyst to Sr. Vice President and Head of Equities. Principal achievements include consistently outperforming the S&P 500 Index, creating the business case and implementing an International investment strategy, introducing quantitative techniques into the risk management process, recruiting, mentoring and training a high performing equity research team.

Cincinnati, Ohio Area

Managed, researched and traded an $840 million equity portfolio, $150 million convertible securities portfolio, $25 million trading account and $25 million buy-write portfolio.Earned annual returns in excess of 22%/year from 1988-1993, outperforming the S&P 500 by 660 basis points.Created the investment strategy for each of the portfolios, results were consistent and exceeded expectations.

Deerfield, Il

Managed bank relationships and tax policies in Puerto Rico economic zones.Managed $325 million money market portfolio, introduced adjustable rate preferred stocks, repurchase agreements and other instruments to enhance income and returns.

Greater Chicago Area

Managed accounting and corporate relationships with 10 railroad car pair facilities.

Mba, Finance

Bs, Finance

Activities and Societies: Member Pi Kappa Alpha