Michael Lawrence

Portfolio Manager

Michael Lawrence, CFA, serves as a Portfolio Manager at Carson Group since January 2021, overseeing over $2 billion in equity assets and employing a quantitatively based approach with a fundamental overlay for security selection. Prior to this role, Michael was Managing Director at Chicago Equity Partners, LLC from 1997 to 2020, where leadership was provided for a four-member portfolio management team responsible for over $1 billion in domestic equity strategies. Michael's experience includes roles as Portfolio Manager/Equity Analyst, Quantitative Analyst, and Client Service Analyst at Chicago Equity Partners, enhancing skills in portfolio monitoring, quantitative models, and client service. Earlier career positions include Financial Analyst at Baker & Taylor and Investment Analyst at SEI. Michael holds an MBA in Finance from DePaul Driehaus College of Business and a BS in Finance, with an Accounting Minor from DePaul University.

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