Michael O. Email and Phone Number
Michael O. work email
- Valid
- Valid
- Valid
- Valid
Michael O. personal email
- Valid
Michael O. phone numbers
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
-
Founder & Chief Investment OfficerMerlin Asset Management Feb 2014 - PresentNewport, Ri, UsDeveloping 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 MemberMerlin Capital Llc/Merlin Capital Inc Jun 2012 - PresentMerlin 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 ManagerConcert Wealth Management, Inc. Feb 2014 - Sep 2016Developing 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.
-
Portfolio ManagerNorth Shore Asset Management, Llc Jul 2012 - Jan 2014Developed 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.
-
Managing Director, Chief Investment Officer And Director Of ResearchFirst Empire Asset Management, Inc Aug 2008 - Jul 2012UsDeveloped 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). -
Co-Founder, Principal & Portfolio ManagerAltanes Investments, Llc Aug 2003 - Aug 2008Managed 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.
-
Vice President, Portfolio ManagerAshland Management Inc Jan 2002 - Aug 2003Wilmington, Delaware, UsMember 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. -
Assistant Professor Of Psychiatry, Co-Director, Prevention And High Risk Studies UnitAlbert Einstein College Of Medicine 1998 - 2002Philadelphia, Pa, Us -
Psychophysiology Unit ChiefDepartment Of Psychiatry Research, Hillside Hospital 1996 - 2002
-
Psychologist & Head, Neurocognitive LaboratoryMt. Sinai School Of Medicine And Elmhurst Hospital Center, New York 1993 - 1996
-
Research Scientist, Department Of Medical GeneticsNew York State Psychiatric Institute 1986 - 1992
Michael O. Skills
Michael O. Education Details
-
The New SchoolClinical Psychology -
Columbia University College Of Physicians & SurgeonsClinical Neuropsychology
-
The New SchoolPsychology
Frequently Asked Questions about Michael O.
What company does Michael O. work for?
Michael O. works for Merlin Asset Management
What is Michael O.'s role at the current company?
Michael O.'s current role is Founder & CIO @ Merlin Asset Management.
What is Michael O.'s email address?
Michael O.'s email address is mo****@****ail.com
What is Michael O.'s direct phone number?
Michael O.'s direct phone number is +140824*****
What schools did Michael O. attend?
Michael O. attended The New School, Columbia University College Of Physicians & Surgeons, The New School.
What are some of Michael O.'s interests?
Michael O. has interest in Investments, Technology, Sailing, Interesting Food, Travel, Wine.
What skills is Michael O. known for?
Michael O. has skills like Options, Portfolio Management, Asset Managment, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Modeling, Emerging Markets, Alternative Investments, Sailing.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial