Michael Wallace is an experienced finance professional with a diverse background in investment analysis and portfolio management. Currently serving as Director of Investments at Curi since May 2017, Michael is responsible for monitoring and reporting on investment portfolios, asset allocation strategies, and due diligence processes. Previous roles include Manager of Finance and Financial Analyst at Curi, Analyst at LPL Financial focusing on fixed income and liquid real assets, Equity Analyst at Franklin Street Partners, and various positions in client relations and research at Vanguard and UBS Wealth Management. Michael holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of North Carolina Wilmington and has obtained multiple licenses including Series 7 and 66.
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