Michael Breen, CFA, CPA (inactive) has worked in various roles and companies throughout their career. Michael started their career at Boulay as a Small Business Senior from 2008 to 2011. Michael then joined RBC Global Asset Management (U.S.) Inc. as a Consultant Database Analyst from 2011 to 2012. Following that, they worked at Castlelake, where they held multiple roles including Fund Accountant from 2012 to 2014, Financial Controller - US Assets from 2014 to 2019, Risk Management from 2019 to 2023, and Director - Portfolio Management from 2023 to present. Currently, Michael is working as the Managing Director - Finance and Accounting at Onward Investors since 2023.
Michael Breen, CFA, CPA (inactive) earned a Bachelor of Business Administration (BBA) in Accounting and Finance from the University of Wisconsin-Eau Claire between 2002 and 2008.
October, 2023 - present