Mike Kotzan

Mike Kotzan has over 20 years of work experience in the finance industry. Mike began their career as an Associate at WACHOVIA BANK, where they analyzed historical rate behavior and corporate derivative activity. Mike then worked as a Senior Analyst at SunTrust Bank, specializing in structuring and stress testing proprietary trades and hedging strategies.

Mike later joined Regions Financial Corporation as a Senior Analyst, focusing on modeling and data management for treasury and fixed income derivative functions. Mike then moved on to become a Senior Analyst at Invesco Institutional N.A., where they developed technology solutions for portfolio implementation and management.

At the Federal Home Loan Bank, Mike served as a Senior Analyst, developing processes and technologies for asset liability modeling, with a focus on mortgage-backed securities valuation. Mike then returned to Regions Financial Corporation as a Vice President, implementing an enterprise risk management framework and establishing automated reporting of risk for various business units.

Most recently, Mike worked at Voya Investment Management, where they held the positions of Vice President and Senior Vice President of Investment Risk. In these roles, they were responsible for investment risk management for fixed income strategies. Mike created value-added metrics, developed risk management narratives, and engaged in active monitoring of risks to individual strategies and exposures.

Overall, Mike Kotzan has a strong background in investment risk management, portfolio implementation, and technology solutions within the finance industry.

Mike Kotzan earned their Bachelor of Arts degree in Mathematical Economics from Wake Forest University in 1997. Mike later pursued an MBA in Finance from Emory University's Goizueta Business School, graduating in 2005. Mike also holds the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute.