Michael Stern Location
- Texas, United States
Michael Stern Work
- 2022 - now SVP Strategic Product Development @
- 2016 - now Real Estate Investor @ Latitude Investments LLC
- 2019 - 2022 VP Head of Product Management @
- 2018 - 2022 Wealth Management Consultant @ Latitude Consulting
- 2010 - 2020 Co-Founder and Managing Partner - Stern Brothers Asset Management LLC @ Stern Brothers Asset Management
- 2014 - 2018 Vice President, Product Management @
- 2008 - 2014 Vice President, Manager Solutions and Trading @ Placemark Investments (#startup #fintech acquired by Envestnet Inc NYSE:ENV Oct
- 2005 - 2008 Portfolio Manager @
- 2001 - 2004 VP, Head of Trading and Equity Trader @
- 1992 - 2001 VP, Listed Equity Trading Manager @
- 1992 - 2001 VP, Listed Equity Trading Manager @ OLDE DISCOUNT
Michael Stern Education
- Michigan State University
Bachelor's degree (Finance and Financial Management Services)
1988 - 1992 - Texas A&M University
(FINANCE)
1986 - 1987
Michael Stern Skills
- Wealth Management
- Equities
- Trading
- Securities
- Investments
- Equity Trading
- Asset Allocation
- Alternative Investments
- Fixed Income
- Mutual Funds
- Bloomberg
- Options
- Portfolio Management
- Capital Markets
- Asset Management
- Technical Analysis
- Hedge Funds
- Bonds
- ETFs
- Investment Strategies
- Investment Advisory
- Investment Management
- Trading Systems
- Series 7
- Software Product Management
- Product Design
- Product Management
- Real Estate
- Real Estate Transactions
- Commercial Real Estate
- Real Estate Private Equity
- Rental Real Estate
- Program Management
- Analysis
- Risk Management
- Analytical Skill
- Strategic Planning
- Solutions
- Financial Services
- Business Analysis
- Services
- Financial Analysis
Michael Stern Summary
- Michael Stern, based in Texas, United States, is currently a SVP Strategic Product Development at Orion Advisor Tech. Michael Stern brings experience from previous roles at Latitude Investments LLC, Riskalyze, Latitude Consulting and Stern Brothers Asset Management. Michael Stern holds a 1988 - 1992 Bachelor's degree in Finance and Financial Management Services @ Michigan State University. With a robust skill set that includes Wealth Management, Equities, Trading, Securities, Investments and more. Michael Stern has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Orion Employees
Timothy Holland
Chief Investment Officer
Philadelphia, PA, US
Joe Leyboldt
EVP, Tech Operations
Omaha, NE, US
Ben Bedell
EVP of Application Development
Omaha, NE, US
Ryan Donovan
Senior Vice President Business Development
New York, NY, US
Adam Palmer
SVP, Strategic Product Development
Omaha, NE, US
April Strong
VP, HR Operations
Omaha, NE, US
Adrienne Fasse
Vice President, Training
Omaha, NE, US
Glen Nading
Vice President of Revenue Operations
Omaha, NE, US
Nicholas Radil
Vice President, Partner Service Delivery
Omaha, NE, US
Mark Audrain
Chief Compliance Officer, RIA and BD
Kansas City, MO, US
Ron Pruitt
President, Wealth Management
Texas, United States
Reed Colley
President of Technology
San Francisco, CA, US
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