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.