Founder & Ceo
Current
Sep 2021 - Present
AeroLeads people directory · profile
Michael Collins, Cfa Email & Phone Number
Financial Advisor | Portfolio Manager | Professor | Fiduciary
at
WinCap Financial
1 work email found
@endicott.edu
3 phones found area 720, 303, and 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor | Portfolio Manager | Professor | Fiduciary
Location
Winchester, Massachusetts, United States
Who is Michael Collins, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Collins, Cfa is listed as Financial Advisor | Portfolio Manager | Professor | Fiduciary at WinCap Financial, based in Winchester, Massachusetts, United States. AeroLeads shows a work email signal at endicott.edu, phone signal with area code 720, 303, 617, and a matched LinkedIn profile for Michael Collins, Cfa.
Michael Collins, Cfa previously worked as Founder & CEO at Wincap Financial and Adjunct Professor at Endicott College. Michael Collins, Cfa holds Ms, Finance from Suffolk University - Sawyer Business School.
Company email context
Email format at WinCap Financial
This section adds company-level context without repeating Michael Collins, Cfa's masked contact details.
*@endicott.edu
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Collins, Cfa. Compare company email patterns before reaching out.
Profile bio
About Michael Collins, Cfa
CFA Charterholder Specialties: Asset Allocation, Portfolio Construction, Portfolio Management, Due Diligence, Investment Manager Research, Factset, Bloomberg, MorningStar, Relationship Management, Public Speaking, Simplifying Complex Ideas for a Broad Audience
Listed skills include Institutional Investors, Online Marketing, Investment Strategies, Institutional Clients, and 28 others.
Current workplace
Michael Collins, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
15 roles · 26 years
Michael Collins, Cfa work experience
A career timeline built from the work history available for this profile.
Adjunct Professor
Current
Sep 2019 - Present
Adjunct Faculty
CurrentTaught classes in business, investments, mutual funds, and marketing
Jan 2010 - Present
Financial Advisor | Relationship Manager | Portfolio Manager | Fiduciary
Sep 2019 - Sep 2021
Portfolio Manager
Boston Advisors, Llc (Acquired By Captrust)
- Managed portfolios and relationships for high net worth clients with a focus on high quality and low cost investment solutions utilizing individual stocks, mutual funds, and ETF's- Developed and implemented a due diligence process for an Open Architecture platform in order for the portfolio management team to have a selection of well researched Mutual.
Jun 2016 - Sep 2019
Portfolio Manager
In June of 2019, the wealth management team at Boston Advisors was purchased by CAPTRUST
Jun 2016 - Jun 2019
Associate Portfolio Manager
Jun 2016 - May 2018
Adjunct Faculty
Instructing Finance and investment courses for Graduate and Undergraduate students
Sep 2013 - Dec 2018
Member Of The Alumni Board Of Directors
May 2010 - May 2016
Senior Investment Associate
Jul 2012 - Jun 2016
Associate
- Worked directly in responding to client requests including client reviews, RFP’s, investment commentary, and various marketing materials for clients
- Produced client ready reports that contained complex calculated data and required strong attention to detail
- Maintained and updated extensive investment information for consultant and client ad hoc inquires
- Liaised with members of Operations, Marketing, Communications, Compliance, Corporate Finance, IT, and the Investment teams to provide high quality, timely responses to client and prospect requests
- Able to calculate relevant competitive analysis calculations such as information ratios and tracking error in excel with ease
Sep 2009 - Jul 2012
Professor
- Presented college-level courses in business, marketing, accounting, math, and computer applications
- Communicated new ideas in a classroom setting of up to 40 students
- Assisted in the development of the business program curriculum
- Offered help to the students outside the classrooms as needed
Feb 2007 - Aug 2009
Relationship Management Analyst
Ssga
- Managed relationships for over 70 institutional clients in a fast paced deadline driven environment
- Participated with other members of a team to provide high quality, timely responses to client and prospect requests in a client facing environment
- Fielded day-to-day client requests regarding their account, assisting in questionnaires, RFP’s, funding activity, and contractual issues.
- Analyzed financial data for review of performance measurement and reviewed statistical information
- Built and maintained relationships with clients of all levels of seniority and sophistication
- Performed a variety of functions including preparation of marketing presentations, participated in business sales strategy meetings, inquiries on portfolio structure, and compiling returns
Sep 2007 - Jan 2009
Client Administration
Ssga
- Responsible for auditing and processing daily and international trades and settlements on behalf of corporations, unions, and municipalities
- Worked with Portfolio Managers to provide them with their daily cash
- Processed trades for Fixed Income funds, Mutual Funds, and separately managed accounts
- Worked directly with institutional clients to assist and resolve issues relating to their accounts
- Cross-trained new employees in different roles of the group and maintained detailed records of research and resolved issues
Apr 2006 - Sep 2007
Solutions Advisor
Gateway
Provided computing solutions for the consumer and business market
2000 - 2004
~4 yrs
4 education records
Michael Collins, Cfa education
Ms, Finance
Suffolk University - Sawyer Business School
Ba, Economics
Umass Boston
Associates, Liberal Arts
Middlesex Community College
Education record
Arlington High School
FAQ
Frequently asked questions about Michael Collins, Cfa
Quick answers generated from the profile data available on this page.
What company does Michael Collins, Cfa work for?
Michael Collins, Cfa works for WinCap Financial.
What is Michael Collins, Cfa's role at WinCap Financial?
Michael Collins, Cfa is listed as Financial Advisor | Portfolio Manager | Professor | Fiduciary at WinCap Financial.
What is Michael Collins, Cfa's email address?
AeroLeads has found 1 work email signal at @endicott.edu for Michael Collins, Cfa at WinCap Financial.
What is Michael Collins, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 720, 303, 617 for Michael Collins, Cfa at WinCap Financial.
Where is Michael Collins, Cfa based?
Michael Collins, Cfa is based in Winchester, Massachusetts, United States while working with WinCap Financial.
What companies has Michael Collins, Cfa worked for?
Michael Collins, Cfa has worked for Wincap Financial, Endicott College, Bunker Hill Community College, Captrust, and Boston Advisors, Llc (Acquired By Captrust).
How can I contact Michael Collins, Cfa?
You can use AeroLeads to view verified contact signals for Michael Collins, Cfa at WinCap Financial, including work email, phone, and LinkedIn data when available.
What schools did Michael Collins, Cfa attend?
Michael Collins, Cfa holds Ms, Finance from Suffolk University - Sawyer Business School.
What skills is Michael Collins, Cfa known for?
Michael Collins, Cfa is listed with skills including Institutional Investors, Online Marketing, Investment Strategies, Institutional Clients, Indices, Defined Benefit, Adult Education, and Online Training.
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