Michael’s leadership and entrepreneurial spirit, grounded in more than 25 years of investing experience, was instrumental in the founding of Managed Asset Portfolios and the building of a successful and growing team – the backbone of the firm’s current and continued success. Michael leads the Portfolio Management team, guides the strategic direction of MAP and sets the tone for our culture of excellence.
Before founding MAP in late 2000, Michael was the Director of Research for OLDE Financial Corporation, once one of the nation’s largest discount brokerage firms. He also served on OLDE’s management committee and Board of Directors. After the sale of OLDE to H&R Block in 1999, he served as the Head of Asset Management for H&R Block Financial Advisors.
Michael studied at Wayne State University, earning a Bachelor’s degree in Finance. He stayed on at Wayne for his graduate courses and currently sits on the Board of the Business School’s Student Investment Fund. Michael is a frequent speaker at regional and national client and industry events.
“Opportunities are usually disguised as hard work, so most people don’t recognize them.”
– Ann Landers
Karen joined MAP in 2001. As a member of the Portfolio Management team, she shares responsibility for researching new investment ideas as well as current portfolio holdings with a focus on health care, consumer, retail, utility sectors, among others. By focusing on potential growth drivers and cash flows, she examines the financial conditions of companies around the globe. Karen also assists in the interpretation and projection of market and economic conditions and utilizes this data in the analysis of companies in her universe and overall firm portfolios.
Prior to joining MAP in 2001, Karen worked for a New York Stock Exchange member firm for ten years and worked in the Research Department analyzing primarily consumer brand and entertainment industry securities.
Karen has a Bachelor’s degree in Finance from Wayne State University.
“As long as you’ve got passion, faith and are willing to work hard you can do anything and have anything you want in this world.”
Pete joined MAP in 2002 as a Senior Portfolio Manager. With a sincere passion for the markets and thorough knowledge of financial analysis, business development, strategic planning and capital markets, Pete focuses on analyzing International Equities.
Before joining MAP, Pete was an Equity Analyst with Pacific Growth Equities, a brokerage firm and investment bank, where he worked on publishing research reports, modeling and forecasting corporate results along with working with both private and public firms. He was also an Equity Research Analyst at OLDE Financial Corporation. His securities industry career began at First Midwest Securities in 1992.
Peter has a Bachelor’s degree in Business Administration with a concentration in Finance as well as a degree in Agriculture from the University of Arkansas.
“A thing long expected takes the form of the unexpected when at last it comes.”
John has over 23 years of industry experience and joined MAP’s Portfolio Management team in 2006. He also services a select number of MAP’s Chicago area clients.
Previously, John worked for H&R Block Financial Advisors (formerly OLDE Discount Corporation) servicing approximately 150 families and institutions as well as managing large investment and servicing teams in Oak Lawn and Glenview, IL.
John earned a Bachelor’s degree with a Finance specialization from Marquette University and an MBA from the University of Chicago. He is a Chartered Financial Analyst (CFA), member of the CFA Society of Chicago and Registered Investment Advisor Representative.
“It’s not how many times you get knocked down that count, it’s how many times you get back up.”
Zack acts as a key member of our Portfolio Management team researching and analyzing companies, sectors and economic trends.
Before joining Managed Asset Portfolios, Zack worked in the retail and automotive industries. He earned a Bachelor’s degree in Finance from Wayne State University where he graduated with Summa Cum Laude honors. He is a Chartered Financial Analyst (CFA), member of the CFA Society of Detroit and Registered Investment Advisor Representative.
“Stay Hungry. Stay Foolish.”
– Steve Jobs
Matt works closely with both the investment and operations team performing market research and a variety of tasks to ensure the firm’s operations run efficiently.
Prior to joining MAP, Matt worked in the accounting industry. He earned a Bachelor’s degree in Finance from Oakland University.
“There is no substitute for hard work.”
– Thomas Edison