Michael is a Relationship Manager with 25 years of professional investment and capital markets experience. Prior to joining CPWM, Michael spent 19 years as a Founding Partner and Senior Investment Committee member at The Hedge Fund, Steelhead Partners. Prior to Steelhead, Michael also served as Vice President at Ragen MacKenzie, and as a Financial Analyst within a multi-generational Family Office. Michael holds the Series 65 license.
Michael earned a bachelor's degree in Finance from Seattle University, followed by a master of business administration (MBA) degree, with an emphasis in Finance and Information Technology. He serves as the coach/manager for Bellevue United FC and the coach of the Bellevue Wolverine Girls Lacrosse Team. He serves on the boards of the Overlake Hospital Foundation and Intuitive-X. Michael enjoys spending time with his wife and two children on their collective quest to hike in each of the country's National Parks.
"The single greatest edge an investor can have is a long-term orientation."
- Seth Klarman