Michael joined the firm in 2017. As Chief Investment Officer, Michael oversees investment research and strategy, and works closely with the other members of the investment committee to enact investment policy changes. Michael has extensive investment experience across multiple asset classes. Most recently, Michael was Head of the Investment Platform at Dynasty Financial Partners, a leading platform for RIAs and hybrid advisors consisting of over 45 teams across the United States. Michael was a member of the firm’s Investment Committee and responsible for formal manager and model portfolio recommendations across equity, fixed income, real assets, hedge funds, and private equity and credit.

Head of Investment Committee

Head of Investment Platform for $25B+ Network of RIAs and Hybrid AdvisorsResponsible for: Recommended Manager List across ETFs, funds, SMAs, and LPs; model portfolios; manager mapping for new Advisors/clients; primary investment resource for Dynasty's internal wealth management business; resource for informal/ad hoc investment assistance for Network; regularly represent the Investment Value Pillar during Advisor and client events; created Dynasty Select alternative platform, raising $250mm+ in just over 12 monthsPortfolio Manager for sub-advised multi manager liquid alternative mutual fundConduit for Network for Capital Markets activity (structured notes, hedging/monetization, etc)Particular expertise in alternative managers (eg, hedge fund, private equity/credit) and alternative strategies (eg, option overlay, tax management)Member, Investment Committee

COO for PioneerPath/Surveyor CapitalOversaw growth from 15 sector-based equity long/short managers to 40+, one location to threeResponsible for: primary liaison between the PMs/analysts and the Street for access; transaction cost analysis (TCA); putting expert network process in placeHelped launch one PM's external fund formally and two others informally

Head of the Hedge Fund Linked Business for the AmericasOversaw the integration of the Bear Stearns and JP Morgan hedge fund linked businesses

Global Head of the Hedge Fund Linked Business (reported through Equity Derivatives)Oversaw book of $12B+ in hedge fund investments across every major style and strategy; managed global team in New York, London, and Tokyo.Member of Presidents Advisory Council (PAC) - most senior ~ 40 people in firmGFC proved book was originated and risk managed properly