Michael Finocchi Caia

Michael Finocchi, CAIA has extensive work experience in the finance industry. Michael began their career at J.P. Morgan in 2008 as a Prime Brokerage Analyst, a role they held until 2011. In 2012, they joined Loomis, Sayles & Company as a Client Portfolio Analyst, where they worked until 2014. From 2014 to 2021, Michael served as a VP, Client Portfolio Manager at the same company. Michael recently transitioned to the role of Director, Strategic Relationships in September 2021. Their experience includes portfolio management, client analysis, and strategic relationship management.

Michael Finocchi, CAIA, holds a Master's Degree in Finance from Boston College, which they completed from 2011 to 2012. Prior to that, they obtained their Bachelor's Degree in Mathematics from Fordham University, where they attended from 2004 to 2008. In addition to their academic achievements, Michael has also obtained several certifications, including the CAIA certification from the CAIA Association in 2015. Michael also holds Series 3 and Series 7 certifications from FINRA, although the dates of completion for these certifications are not provided.