M.S., Economics, Florida State University;
B.A., International Affairs, Florida State University.
Chartered Financial Analyst (CFA) charter holder;
CERTIFIED FINANCIAL PLANNER™ (CFP®)
As Managing Director and Head of Manager Research for Charles Schwab Investment Advisory, Inc., Michael leads the research effort on mutual fund and exchange-traded fund (ETF) lists. He contributes to the Schwab ETF Select List® and the Schwab Mutual Fund OneSource Select List®, as well as articles for Schwab clients. Michael also contributes to Schwab’s research on separately managed accounts, with a focus on quantitative analysis.
Prior to joining Schwab in 2004, he was a domestic equities analyst for the State Board of Administration of Florida.
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Charles Schwab Investment Advisory, Inc. is an affiliate of Charles Schwab & Co., Inc.