Current Role and Professional Background:

As Senior Analyst and Trader, Michael’s responsibilities include assisting with investment research while also being responsible for trading client-held equity and fixed income securities.  Prior to joining the team of Houston financial advisors at Goodman Financial, Michael completed his MBA at CUNY in New York and prior to that, Michael held various management positions for a large owner of multi-family residences.  Michael has passed Levels I and II of the CFA Program.

Education:

• Master of Business Administration in Finance & Analytics, Zicklin School of Business, New York, 2023
• Bachelor of Business Administration in Marketing & Psychology, Baruch College, New York, 2015
• Passed Level 2 of the Chartered Financial Analyst^® Exam
• Passed Level 1 of the Chartered Financial Analyst^® Exam
• Google Data Analytics Certificate, 2023