Portfolio Management Specialist
Michael is a Portfolio Management Specialist at SilverOak Wealth Management, joining our team in 2022. With over 8 years of industry experience, Michael supports advisors in the analysis, trading, and rebalancing of client portfolios. In addition, Michael implements and creates trading & operational tools.
Prior to joining SilverOak, Michael worked as a portfolio analyst at an Asset Management Firm. He received his Bachelor of Science degree from the University of Wisconsin – River Falls, where he double majored in Economics and Business Administration.
University of Wisconsin, River Falls - B.S. Economics, Business Administration
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