Michael J Kantrowitz CFA
About Michael J Kantrowitz CFA
Michael is a member of the Portfolio Strategy team. Michael’s expertise includes business-cycle forecasting the implications for financial markets including global asset allocation, sector positioning, and stock selection.
Earlier, Michael was a Director of Portfolio Strategy at Wolfe Trahan & Co. and a Managing Director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Michael worked closely with François Trahan in building the Portfolio Strategy and Quantitative Research products. Institutional Investor magazine has ranked the team’s Portfolio Strategy work as #1 for six of the past eight years. Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department as a member of the II-ranked Small-Cap Strategy team. He holds a Bachelor of Science degree in Financial Economics from Binghamton University and is a CFA Charterholder.