Michael Stern has over 30 years of work experience in various roles within the financial industry. Michael is currently the SVP Strategic Product Development at Orion Advisor Tech, where they support the company's overall mission and vision by driving long-term strategic planning and implementing strategic opportunities. Prior to this, they worked as a Real Estate Investor and Portfolio Manager at Latitude Investments LLC. Michael has also held positions such as VP Head of Product Management at Riskalyze, Wealth Management Consultant at Latitude Consulting, and Co-Founder/Managing Partner at Stern Brothers Asset Management LLC. Throughout their career, Michael has demonstrated expertise in wealth management, retirement solutions, product management, and trading.
Michael Stern received a Bachelor's degree in Finance and Financial Management Services from Michigan State University, where they studied from 1988 to 1992. Prior to that, they attended Texas A&M University from 1986 to 1987, focusing on Finance. Additionally, they have obtained certifications in Certified Scrum Product Owner (CSPO) from Scrum Alliance and Executive Data Science Specialization from The Johns Hopkins University. Michael also holds a PADI Diver Certification obtained in 1982 from PADI.
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