Michael joined Legacy One in 2019 as an Investment Analyst dedicated to Portfolio Design and Investment Research. Michael brings clients a decade of experience in portfolio management and financial analysis. As a CFA® charterholder, Michael takes a critical approach to reviewing current allocations and providing potential investment enhancements.
Michael’s keen analytical skills were developed on the trading desk of Annaly Capital Management, Inc. (NYSE:NLY) where he was a Vice President. Michael served at Annaly as a trader on the government-backed mortgage bond trading desk. Michael currently uses his investment skills to assist in the financing of charter school facilities as part of the Investment Services team for FARR Education LLC.
Michael is a board member of the Kate Shea Foundation, a charitable enterprise that provides funds for cancer research and education, and a member of the Board of Associates for the Ronald McDonald House of New York. Michael received a B.B.A. in Finance with an Economics minor from Wake Forest.