Michael Kon, CFA®

Director of Research & Portfolio Manager

About Michael

Michael is the Director of Research at Summitry and member of the firm’s three-person Investment Committee. He is responsible for the firm’s research process and leads the investment meetings of the research team. In addition, Michael performs detailed equity research on a broad range of industries, evaluating the merits and risks of stock exposures in Summitry client portfolios, and seeking additional opportunities for investment.

Prior to joining Summitry in 2013, Michael received his MBA from McGill University in 2004 and achieved the Chartered Financial Analyst designation in 2006. He has previously held positions as an M&A Attorney at Rotman Co in Israel from 1998 to 2002 and as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006. Michael served as a senior equity analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013.

He currently resides in Burlingame with his wife Julia, and their three children.

Q & A

  • What drew you to the Bay Area?

    I’ve lived in five different metropolitan areas over the past three decades, and I can attest to the Bay Area’s unique qualities. The near-perfect weather year-round coupled with the natural beauty of Northern California make it a special place. It enables me and my family to enjoy a very active lifestyle at a level that’s only possible here.
  • Discuss a personal accomplishment that you’re particularly proud of.

    I am proud of the decision I made many years ago to leave a promising career in law in order to pursue my interests in finance and investments. While it wasn’t an easy decision, it resulted in a fulfilling career and led me to a journey that I enjoy till this day.
  • If you volunteer for a charity, which one(s) and why?

    My family volunteers in The Band of the West, which is a local unit of the U.S. Naval Sea Cadet Corps. My son is a musician in the unit and we support some administrative functions. Band of the West is the only sea cadet band in the nation and is comprised of talented young musicians from the Bay Area. The reason why we love taking part in this unique group is because the band performs in distinctive and meaningful events including SF Fleet Week, Navy Seals Tribute, USS SF Memorial, and Memorial Day ceremonies. Not only do we get to listen to terrific music, we also help honor the nation’s service men, veterans and their families.
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