Michel Boulos

Michel Boulos, CFA, CAIA, has extensive experience in the investment industry. Michel is currently serving as a Senior Investment Director at Putnam Investments since 2022. Prior to that, they worked at T. Rowe Price as a Vice-President and Senior Investment Product Marketing Manager from 2021 to 2022.

Before their role at T. Rowe Price, Michel worked as a Self-Directed Trader in 2021. From 2019 to 2021, they held the position of Vice President, Product Manager at PGIM Investments. In this role, they focused on the development, distribution, and sales training of various investment products.

From 2013 to 2018, Michel worked at Fidelity Investments as a Senior Research Analyst, responsible for overseeing a significant portfolio and conducting due diligence on investment options. Prior to that, they served as an Executive Director at J.P. Morgan in the Private Bank division, where they oversaw a team of research analysts and managed a large discretionary investment platform.

Michel also gained experience as a VP, Senior Research Analyst at Morgan Stanley Smith Barney and as a Research Associate at W.P. Stewart earlier in their career.

Overall, Michel Boulos has demonstrated expertise in investment management, due diligence, and product development throughout their career.

Michel Boulos, CFA, CAIA holds a Bachelor's of Science degree in Neural Science, Economics, and Psychology from New York University. Michel also obtained a Certificate of Finance and Portfolio Management from the same institution. In addition, they have additional certifications including the CFA Institute Certificate in ESG Investing, the Alternative Investment Analyst Charter (CAIA Charter), and the Chartered Financial Analyst (CFA) designation. Michel has also obtained the Series 7 and Series 63 certifications from FINRA.