Michael Stathakis, CFA

Research Analyst at SpringTide Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • English -

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jul, 2020
    - Nov, 2024
  • R Bootcamp [University]
    Leada

Experience

  • SpringTide Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Research Analyst
      • Jul 2021 - Present

  • Morningstar
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Analyst
      • Feb 2019 - Jul 2021

      Worked in Morningstar Investment Management on the target risk portfolio construction team with primary responsibilities divided between constructing multi-asset ETF and mutual fund portfolios (with a focus on Morningstar's ETF and ESG portfolios), manager research, and fixed income asset class research (with a focus on US Investment Grade Credit and Local/Hard Currency Emerging Market Debt).

    • Client Solutions Consultant - Direct
      • Aug 2017 - Jan 2019

      Worked as a consultant servicing Morningstar's institutional platform, Morningstar Direct, covering clients in CT, NJ and NYC.

    • Morningstar Development Program
      • Jul 2016 - Aug 2017

      Rotational program designed to develop recent college graduates. During my year in the program, I took on 3 separate roles:Enterprise Support TeamData AnalystDirect Product Consultant

  • Arbor Research & Trading, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Junior Analyst
      • May 2015 - Aug 2015

  • EFG Advisors
    • United States
    • Financial Services
    • Finance Intern
      • May 2013 - Aug 2013

Education

  • The University of Chicago Booth School of Business
    2020 - 2023
  • University of Michigan
    Bachelor's Degree, Economics; Minor, Statistics
    2012 - 2016
  • The London School of Economics and Political Science (LSE)
    Study Abroad Program, Finance
    2014 - 2014
  • Barrington High School
    High School
    2008 - 2012

Community

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