Michael Lavina

Michael Lavina Email and Phone Number

Portfolio Manager and Chief Operating Officer @ Monkton, MD, US
Monkton, MD, US
Michael Lavina's Location
Monkton, Maryland, United States, United States
Michael Lavina's Contact Details

Michael Lavina personal email

n/a
About Michael Lavina

Cornerstone Advisory provides comprehensive wealth management services. We are fee-only advisors who take on a fiduciary responsibility for our clients. Cornerstone Advisory's "Outcome Driven" investment philosophy is designed to reduce some of the uncertainty investors traditionally face. Through our strategic use of traditional and alternative investments we aim to design portfolios that are less volatile and more consistent over time. The goal is to construct a "sleep well at night" portfolio.As a Portfolio Manager at Cornerstone Advisory I am building on a 5 year career in traditional investment management and a 13 year career as an Institutional Trader. My experience in global financial markets includes both Developed and Emerging Markets, managing the execution risk of Equity, Fixed Income, Commodity and Foreign Currency derivatives. Specialties: Investment Research, Portfolio Strategies, Relationship Management, and Capital Markets.

Michael Lavina's Current Company Details
Outcome Driven Strategies

Outcome Driven Strategies

Portfolio Manager and Chief Operating Officer
Monkton, MD, US
Michael Lavina Work Experience Details
  • Outcome Driven Strategies
    Portfolio Manager And Chief Operating Officer
    Outcome Driven Strategies
    Monkton, Md, Us
  • Outcome Driven Strategies
    Portfolio Manager & Chief Operating Officer
    Outcome Driven Strategies Mar 2021 - Present
    Hunt Valley, Maryland, United States
    In late 2020 Outcome Driven Strategies was launched with Axio Financial. In 2021, iCaptial acquired Axio and as a result Cornterstone Advisory is in a Joint Venture with iCapital with Outcome Driven Strategies, an industry leading structured note solution. We offer enhanced yield with significant downside protection strategies through a systematic structured note execution process enabling our clients to focus on their wealth management business instead of structured note execution and position managment.
  • Cornerstone Advisory
    Portfolio Manager
    Cornerstone Advisory Apr 2015 - Present
    Baltimore, Maryland Area
    Cornerstone Advisory provides comprehensive wealth management services to individuals, families, and institutions. For individuals and families we offer ongoing financial planning in a comprehensive and customized way. For institutions we partner with the organization to help optimize their financial position and plan for the future.As a firm, we take an endowment approach to investing. This has resulted in a deep knowledge and understanding of alternative investments in addition to traditional stock and bond portfolios.As the Director for Socially Responsible Investing, I am responsible for the research and due diligence on all investments that will help our clients invest in a way that aligns with their specific values and priorities.We act as fiduciaries to all of our clients.
  • Bwfa
    Portfolio Manager & Director Of Trading
    Bwfa Aug 2013 - Apr 2015
    Baltimore, Maryland Area
    Work within the Investment Committee to help identify long term investments using a value approach. Manage client portfolios within our proprietary model structure. Monitor and respond to portfolio risk and the global macro investing environment. Meet with clients periodically to communicate the investment process and asset allocation. Manage Trading Operations within the firm.
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  • Faros Trading Llc
    Senior Trader
    Faros Trading Llc Jun 2012 - Feb 2013
    Stamford, Ct
    Execution of all client orders, while providing clientele with up to the minute market color and coverage. Monitored the firm's risk at all times and participated in the firm's Trade idea generation that was distributed to clients. Created and maintained reports that monitored the internal activities of the business.
  • Campbell & Company, Llc
    Senior Trader
    Campbell & Company, Llc Nov 1999 - May 2012
    Baltimore, Maryland Area
    Trade Execution of Futures and Foreign Exchange at one of the oldest systematic CTA's in the world. Executed futures and Foreign Exchange in the Asian, European and North American markets with a focus on Commodity futures beginning in October of 2006. During 2003 worked on a team that established algorithmic trading platforms and strategies for the firm.
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Michael Lavina Education Details

Frequently Asked Questions about Michael Lavina

What company does Michael Lavina work for?

Michael Lavina works for Outcome Driven Strategies

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

Michael Lavina's current role is Portfolio Manager and Chief Operating Officer.

What is Michael Lavina's email address?

Michael Lavina's email address is ml****@****wfa.com

What schools did Michael Lavina attend?

Michael Lavina attended University Of Colorado Boulder, University Of Denver, Loyola High School.

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