Michael Wolfson Email and Phone Number
Michael Wolfson work email
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Michael Wolfson personal email
I’m a skilled investment professional with in-depth experience managing complex, tax-efficient fixed income portfolios and strategies. I’ve demonstrated an exceptional ability to develop and grow high net worth (HNW) and ultra-high net worth (UHNW) relationships. I enjoy teaming with colleagues, including wealth advisors, relationship managers, investment strategists and financial advisors.I share my investment outlook and strategy in many ways, including holding client and prospect meetings and calls and regularly publishing market white papers and portfolio reviews for a large community of investors and colleagues. My municipal market commentary has been published in The Bond Buyer.I pay close attention to portfolio, market and credit risk factors, and have a depth of experience at assessing and mitigating risk using quantitative methods.
Assisted Living Locators
View- Website:
- assistedlivinglocators.com
- Employees:
- 512
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Owner And Senior Care AdvisorAssisted Living LocatorsNew York, Ny, Us
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Associate Vice President & Lead Analyst At Moody'S Investors ServiceMoody'S Investors Service Aug 2022 - Dec 2023New York, New York, United States• Oversee credit diligence and ratings on a portfolio of higher education and not-for-profit issuers.• Write ratings reports, credit opinions and press releases on rated entities.• Lead and participate in the rating committee process -
Managing Director, Fixed IncomeOffit Capital 2019 - 2021New York, New York, United States• Customized tax-efficient portfolios for high/ultra high net worth clients using municipal bonds and qualified dividend income (QDI) on preferred stock among other fixed income sectors• Member of Fixed Income Strategy Committee, which formulates portfolio strategy• Collaborated closely with credit research and trading to execute investment strategy• Cultivated client relationships and developed new business. Brought several accounts totaling about $50M from my prior firm. • Recommended by former colleagues from my previous company to manage more than $100M in fixed income assets.
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Senior Fixed Income Investment ManagerWells Fargo Private Bank 1999 - 2019New York, New York, United States• Actively managed $700M+ in fixed income assets for high/ultra high net worth clients and institutions. Worked with approximately 70 clients/families, developing strong, long-term relationships including multi-generational. Strategically employed taxable munis, treasuries, agencies and investment-grade corporates when after-tax yields merited.• Grew my AUM seven-fold to over $700 million during my tenure. Designed and delivered customized investment proposals to prospective clients.• Authored a well-received quarterly strategy letter from 2005 - 2019 distributed to the $20 billion client base. • Senior member of the municipal investment committee. Frequently chaired committee meetings. Formulated market and rate targets for duration, yield curve positioning, call structure and credit exposure. • Co-authored several municipal market white papers. For example, illustrated the value of “kicker” structured bonds, a strategy successfully adopted by our team to enhance portfolio income.• Proactively engaged clients through regular portfolio reviews, in person meetings, calls and correspondence.• Frequently collaborated on relationships with wealth advisors, relationship managers, investment strategists and financial advisors• Enhanced client portfolios over multiple market cycles through active duration, sector, and yield curve management• Collaborated with clients to establish investment policies including income targets, risk profile, liquidity requirements, tax considerations, and maturity limits. Dynamically adjusted in consultation with client based on market moves and changing objectives.• Presented my group’s investment platform to regional office of wealth advisors and relationship managers. Fostered strong relationships with colleagues establishing my group as their “go to” fixed income manager.• Recruited new team members• Reduced firm risk by coordinating initiative to archive and warehouse client data to disaster recovery site -
Treasury Risk ManagerNatixis 1997 - 1999New York, New York, United StatesDeveloped a risk reporting platform for all bank branch treasury activities, including swaps, futures, bonds, options, and foreign exchange trading. Implemented Value at Risk (VaR) reporting and stress testing methodology for the Treasury desk utilizing RiskMetrics. Implemented policies and procedures upgrading company’s Federal Reserve risk management rating. -
Senior Associate/Risk ManagementCibc 1994 - 1997New York, New York, United StatesProduced market risk reports and monitored risk limits for the equity, fixed income, repo, and arbitrage businesses. Reconciled trading positions and performed risk analysis and reporting.
Michael Wolfson Skills
Michael Wolfson Education Details
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Marketing And Management
Frequently Asked Questions about Michael Wolfson
What company does Michael Wolfson work for?
Michael Wolfson works for Assisted Living Locators
What is Michael Wolfson's role at the current company?
Michael Wolfson's current role is Owner and Senior Care Advisor.
What is Michael Wolfson's email address?
Michael Wolfson's email address is mw****@****tal.com
What schools did Michael Wolfson attend?
Michael Wolfson attended The Wharton School, Emory University - Goizueta Business School.
What skills is Michael Wolfson known for?
Michael Wolfson has skills like Portfolio Management, Asset Management, Hedge Funds, Private Equity, Financial Modeling, Strategic Planning, Corporate Finance, Asset Allocation, Business Development, Banking, Strategy, Event Planning.
Who are Michael Wolfson's colleagues?
Michael Wolfson's colleagues are Germaine L. Simon, Vickipfotopoulos Fotopoulos, Angie Jackson, Sara Lynaugh, Tr Gies, Beth Tilton, Arthur Lemons, Jr..
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Michael Wolfson
Boston, Ma5accesscorp.com, dtz.com, marcrealty.com, gmail.com, lakeforest.edu -
Michael Wolfson
Biotech Entrepreneur Who Develops And Leads High-Risk Programs To Solve The Hardest Problems Facing Society. Successful At Transforming Research Into Development, Accelerating Path To Market.Washington Dc-Baltimore Area2nosflow.com, nih.gov2 +1 301-XXXXXXXX
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3comcast.net, handsonconcord.com, homeownersrehab.org5 +178177XXXXX
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Michael Wolfson
Greater Philadelphia -
Michael Wolfson
New York, Ny3gmail.com, vaudevilleventures.com, aol.com2 +191777XXXXX
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