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Michael Yogg is a seasoned finance professional with extensive experience in investments, equity research, and corporate finance. He has held senior roles at Putnam Investments and State Street Research & Management Co., and has taught at Harvard University. Yogg has a strong background in historical research and writing, and has worked as a mediator and arbitrator. He is a Chartered Financial Analyst and has lived in Wellesley, MA.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Aug, 1982
    - Jun, 2026

Experience

  • self-employed
    • Wellesley, MA
    • Investor, Historian, and Author
      • Jan 2012 - Present
      • Wellesley, MA
    • Managing Director
      • Apr 1997 - Jan 2012
      • Boston, MA

      analyst, portfolio manager, sector team leader

    • Senior Vice President
      • Sep 1978 - Dec 1996
      • Boston, MA

      analyst, research director, portfolio manager, chief investment officer

    • Teaching Fellow
      • Sep 1974 - Jun 1978

      teaching fellow in history department; taught undergraduates.

  • US Navy
    • Newport, RI
    • Lieutenant (j.g.)
      • Jun 1969 - Jun 1972
      • Newport, RI

      Communications Officer (two years) and Navigator (one year) aboard destroyer.

Education

  • 1972 - 1978
    Harvard University
  • 1964 - 1969
    Yale University

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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