Chief Investment Strategist, Wealth Management Americas
Regional Chief Investment Officer (CIO), WM US
Mike is Chief Investment Strategist (CIS) for Wealth Management Americas and Regional Chief Investment Officer for Wealth Management U.S. Mike is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize impact for UBS clients. As Head of CIO WMRA, Mike manages over 40 US based research professionals dedicated exclusively to serving the needs of individual investors.
Mike is also member of the CIO Global Investment Committee (GIC), which is responsible for formulating the UBS Wealth Management Investment House View.
With more than 30 years of experience in the financial industry, he is widely recognized as a leading market expert.
Professional affiliations Mike is a Chartered Financial Analyst® and a member of the CFA Institute (formerly the Association for Investment Management Research), the Fixed Income Analysts Society Inc. (FIASI) and the New York Society of Security Analysts (NYSSA).
Mike appears regularly on CNN, CNBC, PBS, TV Tokyo and Bloomberg Television. He is frequently quoted in The Wall Street Journal, Dow Jones News Services, Reuters, Financial Times, Nikkei news and Bloomberg.
Mike holds an M.B.A. in finance from the University of Rochester’s William E. Simon Graduate School of Business Administration, and a B.A. in political science/economics from the University of Rochester.