Michael Kantrowitz's Blog

Portfolio Strategist

Michael is a director and senior member of the Portfolio Strategy and Quantitative Research team. Michael’s expertise includes business-cycle forecasting and its implications for sector, industry and strategy rotation within the investment portfolio. Prior to joining Wolfe Trahan in 2010, Michael spent over three years as a managing director at International Strategy and Investment Group (ISI). During his time at ISI, Michael worked closely with François Trahan in building the Portfolio Strategy and Quantitative Research products. His team has consistently ranked among the best in Institutional Investor magazine’s All America Research poll.

Michael began his career in equity research at Merrill Lynch & Co. in the Investment Strategy department as a member of the top-ranked Small-Cap Strategy team that also managed investment products for HNW investors. He holds a Bachelor of Science in Financial Economics from Binghamton University and is also a CFA Charterholder.

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