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Michael Weston, Cfa

Research Analyst at Fisher Investments

Intro Book

Experienced investment professional with expertise in portfolio management, fixed income, and asset allocation.

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Location

Vancouver, Washington, United States, US

Skills

Cfa
Factset
Bloomberg Terminal
Investments
Portfolio Management
Fixed Income
Asset Management
Equities
Financial Analysis
Wealth Management
Asset Allocation
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Michael Weston has 16 years of experience in the investment industry, which is a significant amount of time. He holds an MBA from Georgia State University, which is a reputable institution. His skills in portfolio management, fixed income, and asset allocation are in demand. Location is Vancouver, WA, which is not a major financial hub, so rates might be lower than in New York or San Francisco. Considering his experience and education, I estimate his hourly rate to be around $125, which is slightly below the national average for investment professionals with similar experience and credentials.

Bio

Generated by

Topline AI

Michael Weston is a seasoned investment professional with 16 years of experience in portfolio management, fixed income, and asset allocation. He holds an MBA from Georgia State University and a BBA from Emory University.

Experience

Fisher Investments
- Portland, Oregon Area
- Research Analyst
  - Aug 2007 - Present
  - Portland, Oregon Area
  Research Analyst (October 2011 - Present) - Portfolio Engineer for Fixed Income securities management.Investment Counselor (August 2007 - October 2011) - Primary point of contact for HNW client relationships to update on firm portfolio strategy and assure suitability of investment
Investment Consultant
- Greater Atlanta Area
- Director of Client Services
  - Jan 2003 - Jun 2007
  - Greater Atlanta Area
  Sales / Client Services for boutique investment firms- Short duration fixed income / manager of managers service
MIS, Inc.
- Greater Atlanta Area
- Founder / Lead Consultant
  - Jan 1982 - Dec 2002
  - Greater Atlanta Area
  Consulting / Software development for corporate clients- Financial applications- Range of platforms, operating systems, and languages

Education

1975 - 1976

Georgia State University
Master of Business Administration (MBA), Finance

1975 - 1976
1972 - 1974

Emory University
Bachelor of Business Administration (BBA), Finance

1972 - 1974

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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Michael Weston, Cfa

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate