Michael serves as Summitry’s Director of Research and a member of the firm’s three-person Investment Committee. Michael 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 the firm in 2013, Michael served as a senior equity analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013. He has previously held positions as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006 and as an M&A Attorney at Rotman Co in Israel from 1998 to 2002. Michael received his MBA from McGill University in 2004 and achieved the Chartered Financial Analyst designation in 2006.
He currently resides in Burlingame with his wife Julia, and their three children.