Michael B. Saltzman, CFA has extensive work experience in the finance industry. Michael B. is currently a Vice President at Offit Capital Advisors since May 2019. Prior to this, Michael worked at J.P. Morgan where they held various roles. From July 2016 to May 2019, they served as an Associate in Hedge Fund Due Diligence. Additionally, from June 2013 to June 2016, they worked as a Fixed Income Analyst. Before joining J.P. Morgan, Michael gained experience as a Private Banking Summer Analyst at J.P. Morgan in 2012 and as a Trader Intern at Simplex Investments in 2011.
Michael B. Saltzman, CFA, completed their Bachelor of Science degree in Finance from Indiana University's Kelley School of Business, where they studied from 2009 to 2013. Prior to attending Indiana University, they completed their secondary education at Glenbrook North. In addition to their formal education, Michael has obtained the Series 63 and Series 7 certifications from FINRA in September 2013 and August 2013, respectively.
May, 2019 - present