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Michael O. Email & Phone Number
Founder and Chief Investment Officer
at
Merlin Asset Management
3 work emails found
@merlinam.com
5 phones found area 408, 617, and 866
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Chief Investment Officer
Location
Newport, Rhode Island, United States
Who is Michael O.? Overview
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Quick answer
Michael O. is listed as Founder and Chief Investment Officer at Merlin Asset Management, based in Newport, Rhode Island, United States. AeroLeads shows a work email signal at merlinam.com, phone signal with area code 408, 617, 866, and a matched LinkedIn profile for Michael O..
Michael O. previously worked as Founder & Chief Investment Officer at Merlin Asset Management and Founder, Managing Member at Merlin Capital Llc/Merlin Capital Inc. Michael O. holds Ph.D., Clinical Psychology from The New School.
Company email context
Email format at Merlin Asset Management
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{first_initial}{last}@merlinam.com
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AeroLeads found 3 current-domain work email signals for Michael O.. Compare company email patterns before reaching out.
Profile bio
About Michael O.
Experienced investment manager specializing in developing and managing high conviction, high active share, and low turnover Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. Expertise in integrating quantitative and fundamental styles of investing with academic knowledge of statistics and methodology and clinical psychology training.Merlin's Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies are managed using a structured, proven, and repeatable investment process. Merlin's investment strategies have been ranked among the top large-cap growth equity investment strategies in institutional investment databases in 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023: see https://www.merlinam.com/ for description and disclosures. Specialties: Investment management & research, large-cap growth equity, SMID cap growth equity, developing and managing active and passive ETFs, high conviction, low turnover, high active share, technology, healthcare, diversified global strategies, portfolio management, risk management, private wealth, institutional, leveraged strategies, options, equity portfolios, active equity.www.merlinam.com mobuchowski@merlinam.com617-366-2650
Listed skills include Options, Portfolio Management, Asset Managment, Equities, and 32 others.
Current workplace
Michael O.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Merlin Asset Management
Website
AeroLeads page
12 roles · 41 years
Michael O. work experience
A career timeline built from the work history available for this profile.
Founder & Chief Investment Officer
Developing and managing Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. The following high conviction, high active share, and low turnover investment strategies are available through Merlin Asset Management: Merlin Large Cap Growth (MO50), Merlin SMID Cap Growth (MSMID50), Merlin Focused Growth (MO25M), Merlin Dynamic Growth (MO25V), Merlin Concentrated SMID Cap Growth (MSMID25), and Merlin Spectrum Small Cap Growth (MSPECTRUM).
Founder, Managing Member
Merlin Capital Llc/Merlin Capital Inc
Merlin Capital LLC/Merlin Capital Inc dba Merlin Asset Management is an SEC Registered Investment Advisor. SEC registration does not imply a certain level of skill or training.
Portfolio Manager
Concert Wealth Management, Inc.
Developing and managing Merlin Asset Management large cap growth equity, healthcare and technology investment strategies. Member of CONCERT Capital Management’s Investment Committee, contributing to the oversight of CONCERT’s model portfolio allocations.
Feb 2014 - Sep 2016
Portfolio Manager
North Shore Asset Management, Llc
Developed and managed healthcare, technology and US large cap growth investment strategies. Developed and managed global allocation models for individual clients. Managed relationships with individual and institutional clients and consultants. Published market and economic commentaries. Appeared and was quoted in financial media: Bloomberg News, Bloomberg Radio and TV, CNBC, Politico Morning Money, Reuters, SNL Financial, The Telegraph, The Washington Post.
Jul 2012 - Jan 2014
Managing Director, Chief Investment Officer And Director Of Research
Developed and managed all equity investment strategies. Published market and economic updates. Managed relationships with individual and institutional clients and consultants. Appeared in a large number of media interviews on Bloomberg TV & Radio, Fox Business TV, Wall Street Week, Hong Kong’s Phoenix TV, CCTV and was quoted in a range of publications including Bloomberg News, Business Week, Politico Morning Money. Presented as an invited speaker at conferences and seminars (Chief of Naval Operations Strategic Studies Group, Partnerships in Clinical Trials conference, Credit Union Board meetings).
Aug 2008 - Jul 2012
Co-Founder, Principal & Portfolio Manager
Altanes Investments, Llc
Managed all aspects of a startup SEC Registered investment advisory firm. Developed and managed a range of active large cap growth equity investment strategies. Published market and economic updates; developed presentations, managed RFPs and databases. Appeared in media interviews on Bloomberg TV & Radio, CBS MarketWatch, Report on Business TV, ARD German TV and was quoted in a range of publications including Associated Press, Barron’s, Bloomberg News, Daily News, New York Times and Washington Post commenting on topics including investment strategies, US and global economy, technology and healthcare investments. Managed relationships with individual and institutional clients and consultants.
Aug 2003 - Aug 2008
Vice President, Portfolio Manager
Member of the Investment Committee specialized in healthcare and technology. Backtested and developed a range of quantitative smid investment strategies. Published market and economic updates. Appeared on Bloomberg TV & Radio and was quoted in a range of publications including Associated Press, Barron’s and Bloomberg News commenting on technology and healthcare investments. Developed presentations for and managed relationships with institutional consultants.
Jan 2002 - Aug 2003
Assistant Professor Of Psychiatry, Co-Director, Prevention And High Risk Studies Unit
1998 - 2002
~4 yrs
Psychophysiology Unit Chief
Department Of Psychiatry Research, Hillside Hospital
1996 - 2002
~6 yrs
Psychologist & Head, Neurocognitive Laboratory
Mt. Sinai School Of Medicine And Elmhurst Hospital Center, New York
1993 - 1996
~3 yrs
Research Scientist, Department Of Medical Genetics
New York State Psychiatric Institute
1986 - 1992
~6 yrs
3 education records
Michael O. education
Ph.D., Clinical Psychology
The New School
Internship, Clinical Neuropsychology
Columbia University College Of Physicians & Surgeons
Master Of Arts (Ma), Psychology
The New School
FAQ
Frequently asked questions about Michael O.
Quick answers generated from the profile data available on this page.
What company does Michael O. work for?
Michael O. works for Merlin Asset Management.
What is Michael O.'s role at Merlin Asset Management?
Michael O. is listed as Founder and Chief Investment Officer at Merlin Asset Management.
What is Michael O.'s email address?
AeroLeads has found 3 work email signals at @merlinam.com for Michael O. at Merlin Asset Management.
What is Michael O.'s phone number?
AeroLeads has found 5 phone signal(s) with area code 408, 617, 866 for Michael O. at Merlin Asset Management.
Where is Michael O. based?
Michael O. is based in Newport, Rhode Island, United States while working with Merlin Asset Management.
What companies has Michael O. worked for?
Michael O. has worked for Merlin Asset Management, Merlin Capital Llc/Merlin Capital Inc, Concert Wealth Management, Inc., North Shore Asset Management, Llc, and First Empire Asset Management, Inc.
How can I contact Michael O.?
You can use AeroLeads to view verified contact signals for Michael O. at Merlin Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Michael O. attend?
Michael O. holds Ph.D., Clinical Psychology from The New School.
What skills is Michael O. known for?
Michael O. is listed with skills including Options, Portfolio Management, Asset Managment, Equities, Fixed Income, Investment Management, Hedge Funds, and Investments.
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