Michael joined HB Wealth in March 2026 and is currently a Senior Markets Strategist. With nearly 15 years of experience covering US equity markets, Michael brings extensive expertise in financial modeling and market analysis from a variety of lenses. He works closely with the Chief Market Strategist to provide proprietary research, support the development of new investment products, and enhance the client experience through thought leadership and education. Michael has been featured extensively in print, on radio and television, and as a speaker at industry conferences and professional associations throughout the country.
Prior to joining HB Wealth, he was the Senior US Equity Strategist for Bloomberg Intelligence. In this role, he covered US Equity markets with specializations in sector and industry allocation strategy and small-cap stocks, utilizing a blend of technical, fundamental, quantitative, and macroeconomic analysis to inform clients’ investment decision-making process. Prior to that, Michael was a Senior Analyst at Cirrus Research, where he built and improved fundamental and quantitative models to provide unique perspectives on small-cap equities.
Michael has a Bachelor of Science degree in Mathematics and Economics from Union College in Schenectady, New York. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of New York.
In his free time, Mike enjoys attending Yankees baseball games, hiking and appreciating the outdoors, and spending time with his wife and daughter.