Michael W. Coleman, Cfa Email and Phone Number
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Michael W. Coleman, Cfa personal email
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Michael is the CEO, Chief Investment Officer, and founding partner of Taika Capital, LP. He oversees all of the firm’s investment and business activities and is the lead portfolio manager of the firm’s flagship hedge fund. He’s a CFA Charterholder with a B.S. in Economics from Drexel University where he graduated at the top of his class (Drexel University Valedictorian: Class of 2011).Michael built his career specializing in combining fundamental and quantitative analysis in the stock selection/portfolio management process and has extensive management, leadership, and client-facing experience. Prior to his current role, Michael spent 13 years on the buyside across a variety of roles and firms. Most recently, he was a Portfolio Manager and the Lead Tech and Communication Services Analyst at PNC Capital Advisors, LLC (PCA). During his tenure at PCA, Michael was a key member of the Large Cap Equity team which managed over $7 billion in assets under management across a variety of strategies. Michael also launched and managed several multi-factor equity funds (PLEIX, PEWIX, PLIVX) and was a co-portfolio manager of the highly ranked PNC Balanced Fund. Earlier in his career, Michael spent several years covering the health care sector and lead his team’s quantitative investing efforts.Before joining PCA, he was a member of the investment team at Turner Investment Partners (a multibillion dollar mid cap equity hedge fund) and worked on the options trading desk at Susquehanna International Group (SIG) in 2008.Aside from his professional endeavors, Michael has been seeking impactful philanthropic opportunities and has spent many years supporting the CFA Institute, the CFA Society of Philadelphia, and Drexel University’s Finance and Co-op programs in various capacities (including guest lecturing for the university’s capstone finance course and student mentorship which has spanned well over a decade).
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Chief Investment OfficerTaika Capital Mar 2021 - PresentMichael is the Founder, CEO, and Chief Investment Officer of Taika Capital. He oversees all of the firm’s investment & business activities and is the lead portfolio manager of the firm’s flagship hedge fund.The firm has raised ~$200 million in AUM in their first year since the fund’s launch date, finished their first fiscal year in the top 25% of their hedge fund peer group, and has outperformed the S&P 500 significantly through 12/31/2022. Please see our company website or contact IR@TaikaCapital.com for compliance-approved details. Taika has been laser-focused on building an institutional quality firm from day one - spanning the investment, operations, compliance, marketing, and cultural spectrums. We are proud to now manage assets for multiple investors (US and European institutional investors as well as family offices), with 5 full time employees, and a high quality set of outsourced contractors, brokers, traders, research providers, and other business partners. -
Senior Equity Analyst & Portfolio ManagerPnc Capital Advisors, Llc Feb 2019 - Mar 2021- Portfolio Manager of the firm’s Large Cap Equity strategies and co-portfolio manager of the PNC Balanced Fund. - Lead Tech Analyst for the firm’s large cap equity funds (covering the tech and communication services sectors)- Senior Quant Analyst; focused on quant-driven stock selection in addition to fundamental analyst role- Formerly covered the healthcare sector (2015-2019)- Longstanding member of the firm’s Investment Committee and other organizational/leadership responsibilities Track Record:- Significantly outperformed both the overall market and the sector during his 5 year tenure as the firm’s healthcare analyst- 2015 Wall Street Journal Category Kings (large cap growth). - Highly ranked Balanced Fund PM (consistently top quartile amongst Lipper peers)
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Equity Analyst & Portfolio ManagerPnc Capital Advisors, Llc Aug 2014 - Feb 2019
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Equity Research AssociatePnc Capital Advisors, Llc Jan 2012 - Aug 2014
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Equity Research AssistantPnc Capital Advisors, Llc Mar 2010 - Jan 2012
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Equity Research AssistantTurner Investments, Llc Mar 2009 - Oct 2009
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Equity Options Trading (Co-Op)Susquehanna International Group, Llp (Sig) Mar 2008 - Sep 2008Bala Cynwyd, Pennsylvania, Us
Michael W. Coleman, Cfa Skills
Michael W. Coleman, Cfa Education Details
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Drexel UniversityEconomics
Frequently Asked Questions about Michael W. Coleman, Cfa
What company does Michael W. Coleman, Cfa work for?
Michael W. Coleman, Cfa works for Taika Capital
What is Michael W. Coleman, Cfa's role at the current company?
Michael W. Coleman, Cfa's current role is Chief Investment Officer | Founder & CEO.
What is Michael W. Coleman, Cfa's email address?
Michael W. Coleman, Cfa's email address is co****@****ail.com
What is Michael W. Coleman, Cfa's direct phone number?
Michael W. Coleman, Cfa's direct phone number is +121558*****
What schools did Michael W. Coleman, Cfa attend?
Michael W. Coleman, Cfa attended Drexel University.
What skills is Michael W. Coleman, Cfa known for?
Michael W. Coleman, Cfa has skills like Portfolio Management, Equities, Equity Research, Investments, Financial Modeling, Bloomberg, Securities, Fixed Income, Economics, Quantitative Analytics, Asset Management, Financial Analysis.
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