move forward confidently.

Just a sec...

Michael Beck

Trader/Analyst | Cupertino – Division HQ, California

Email:

Office: 408-831-5033

Fax: 866-414-6176

Contact Me

Fill out the information below and I'll reach out to you shortly.

  • This field is for validation purposes and should be left unchanged.
Social Links

Home > About Us > Our Team > Michael Beck

My Story

Michael Beck trades portfolios for wealth management clients and works with the portfolio management team on investment strategy. He develops plans for executing asset allocation shifts and implementing new client portfolios. Michael also works with the Wealth Advisors to manage concentrated stock and low cost basis positions for clients.

 

Prior to joining Opes Advisors, Michael was a Portfolio Analyst at BNY Mellon Wealth Management, working with the portfolio managers to manage assets for high net worth individuals and institutions. Before a passion for investing led to a career in financial services, Michael spent time building strong quantitative and consultative skills  as an applications engineer.

 

Michael is currently a Level III CFA candidate. He is a graduate of UCLA in Mechanical Engineering with a focus in technology management, completing coursework in business and finance.

Branch: Cupertino – Division HQ

19330 Stevens Creek Blvd

Cupertino, CA 95014

Phone: 408.831.5000

Fax: 408.831.5008

Map

View This Location