Michael is a Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management (SAM), a $1B+ registered investment advisory firm.
Prior to joining SAM, Michael worked with high-net-worth private clients for the largest independent wealth management firm in the United States. He was also a senior analyst for one of the largest investment-grade bond managers in America. Michael joined SAM in 2017.
Michael’s investment thinking has been featured in dozens of articles published in Fortune, Kiplinger, Advisor Perspectives, and the Stansberry Digest. He is also the author of the Amazon best-seller A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds.
Michael holds an MBA from the University of California, Davis and a BA from San Francisco State University where he majored in History. He earned the Chartered Financial Analyst (CFA) charter in 2017.
Michael currently resides in Arizona with his wife and two children. He serves as a Board Member for Copper State Credit Union and is an Advisory Board Member for the Arizona Council on Economic Education.
Keywords
investment, closed-end, stocks, stansberry, asset, management
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