Michael J. Serio CFA, CAIA

Michael J. Serio has a diverse work experience spanning over three decades. Michael J. is currently the Chief Investment Strategist at Ashton Thomas Private Wealth, where they provide market and economic commentary, works with asset allocation and advanced planning teams, and represents the firm in media and professional associations. Prior to this, they served as the Director of Wealth Management at the same company.

Before joining Ashton Thomas Private Wealth, Michael worked at Wells Fargo for eight years. Michael J. held the position of Regional Chief Investment Officer/Managing Director, overseeing both fiduciary and financial advisory platforms. Michael J. managed a team of investment strategists and was responsible for managing over $39 billion in assets.

Michael also has experience in academia, having served as an Adjunct Professor of Finance at the University of Denver. Michael J. taught various finance courses at the undergraduate and graduate levels and delivered guest lectures.

In addition, they have held senior roles at Wolf Creek Energy Partners, JP Morgan, and Citi. At Wolf Creek Energy Partners, they were the General Partner responsible for fundraising, hedging, investor relations, and leverage management. At JP Morgan and Citi, they served as a Managing Director, leading investment teams and overseeing client relationships.

Earlier in their career, Michael worked as a Portfolio Manager-Senior VP at Stein Roe Investment Counsel, a Consultant for Intrados Corp./Pragma Corp, a Senior Portfolio Manager at Segall Bryant and Hamill, and a Financial Advisor at Sanford C. Bernstein.

Overall, Michael J. Serio's career has encompassed leadership, investment management, academia, and consulting roles, demonstrating their expertise in the financial industry.

Michael J. Serio, CFA, CAIA has a Master of Business Administration (MBA) degree with a specialization in Finance from the DePaul Driehaus College of Business. For their undergraduate studies, they attended the University of Illinois Urbana-Champaign where they obtained a Bachelor of Arts (BA) degree in Economics/Finance.

In addition to their degrees, Michael has obtained two professional certifications. Michael J. is a Chartered Alternative Investment Analyst (CAIA) conferred by the Chartered Alternative Investment Analyst Association. Michael J. is also a Chartered Financial Analyst (CFA) designated by the CFA Institute. The specific dates of these certifications were not provided.