Michael is an investment operations analyst at F2 Strategy. He has over 34 years industry experience that has largely focused on Fintech services for Registered Investment Advisors, wealth managers, and asset managers in the US market. Michael has worked with private investment counseling firms, managed investment portfolios at banks, and RIAs in Boston and Florida. He has a balanced work experience as both a wealth advisor and investment operations analyst. Michael serves as a Lector at his local parish. He pursued a competitive alpine ski racing career in his youth, but has since traded New England alpine skiing for the warmer climates of Southwest Florida where he lives with his wife.
Attention to detail, thoughtful, and relevant
Dating myself, I’ve seen the exponential growth of FinTech as an industry. Examples such as reconciling portfolios from paper statements to electronic data sources with cloud-based reconciliation tools. Or, the Securities and Exchange Commission (SEC) five business day settlement cycle, or T+5, moving to a T+1 settlement.
Keep your life balanced between God, Family and Work, in that order.
Michael is an investment operations analyst at F2 Strategy. He has over 34 years industry experience that has largely focused on Fintech services for Registered Investment Advisors, wealth managers, and asset managers in the US market. Michael has worked with private investment counseling firms, managed investment portfolios at banks, and RIAs in Boston and Florida. He has a balanced work experience as both a wealth advisor and investment operations analyst. Michael serves as a Lector at his local parish. He pursued a competitive alpine ski racing career in his youth, but has since traded New England alpine skiing for the warmer climates of Southwest Florida where he lives with his wife.
Attention to detail, thoughtful, and relevant
Dating myself, I’ve seen the exponential growth of FinTech as an industry. Examples such as reconciling portfolios from paper statements to electronic data sources with cloud-based reconciliation tools. Or, the Securities and Exchange Commission (SEC) five business day settlement cycle, or T+5, moving to a T+1 settlement.
Keep your life balanced between God, Family and Work, in that order.