Michael D. Son Cfa, Frm, Caia

Vice President, Data & Strategy at AMG Funds

Michael D. Son, CFA, FRM, CAIA has a diverse work experience in the financial industry. Michael D. started their career at CBRE Clarion Securities as a Portfolio Analyst from January 2007 to March 2010. Michael D. then joined AMG Funds in June 2011 as a Senior Associate, Quantitative & Investment Analyst and held this position until December 2014. From January 2015 to December 2017, they worked as a Manager, Product Analytics & Research at AMG Funds. Michael D. then transitioned to the role of Director, Analytics from January 2018 to February 2023. Currently, Michael D. Son holds the position of Vice President, Data & Strategy at AMG Funds starting from February 2023.

Michael D. Son, CFA, FRM, CAIA has a diverse education history. Michael D. obtained a Master of Science (MS) degree in Analytics from the Villanova School of Business between 2020 and 2021. Additionally, Michael D. Son holds a Bachelor of Science in Business Administration with a focus on Finance & Marketing from Drexel University. There is no information available regarding the start and end years for this degree. Furthermore, they have attended Westminster Theological Seminary, although the details of their degree and field of study are unknown.

In terms of certifications, Michael D. Son has acquired several additional qualifications to enhance their expertise. Michael D. obtained the "Fundamentals of Alternative Investments" certification from the CAIA Association in January 2023. Prior to that, they completed a Master of Science in Analytics from Villanova University in December 2021. Michael D. Son also obtained the "Business Analytics: From Data to Insights" certification from The Wharton School in November 2019. Michael D. holds a "Financial Risk Manager (FRM)" certification from the Global Association of Risk Professionals (GARP), which they obtained in April 2009. Furthermore, they have earned the "Chartered Alternative Investment Analyst (CAIA)" designation from the CAIA Association, and the "Chartered Financial Analyst (CFA)" designation from the CFA Institute. However, the specific dates for obtaining these certifications are not provided.

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Timeline

  • Vice President, Data & Strategy

    February, 2023 - present

  • Director Analytics

    January, 2018

  • Manager Product Analytics Research

    January, 2015

  • Senior Associate Quantitative Investment Analyst

    June, 2011