Michael Waldron Email & Phone Number
Director of Investment Strategy | Investment Committee Member @ Savant Wealth Management
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Michael Waldron Location
- Boston, MA, US
Michael Waldron Work
- Director of Investment Strategy | Investment Committee Member @ (March 2026 - Present)
- Director of Portfolio Management | Partner | Investment Committee Member @ Heritage Financial Services, LLC (September 2014 - March 2026)
- Founder | Chief Investment Officer @ Pine Knot Capital Management (September 2011 - September 2014)
- Senior Associate—Derivative Valuations @ (January 2010 - January 2011)
- Associate—Derivative Valuations @ (January 2008 - January 2010)
Michael Waldron Education
- Bentley University
Bachelor of Science (BS) degrees (Finance and Liberal Studies, minor in Economics)
2008 - The London School of Economics and Political Science (LSE)
Completed credits toward Economics minor
2007
Michael Waldron Skills
- Alternative Investments
- Analysis
- Asset Allocation and Location
- Business Management
- Client Acquisition
- Converting Leads Into Clients
- Cross-Functional Collaboration
- Derivatives
- Equities
- Fiduciary Accountability
- Fixed Income
- Fundamental and Quantitative Analysis
- Growth and Scaling
- Hedge Funds
- Hiring
- Interviewing
- Investing and Trading
- Lead Generation
- Leadership
- Marketing
- Negotiation
- Organizational Development
- Portfolio Management
- Position Sizing and Optimization
- Presentations and Pitches
- Private Markets
- Process Improvement
- Prospecting
- Quantitative and Qualitative Reasoning
- Rebalancing
- Risk Management
- Securities
- Security and Manager Due Diligence and Selection
- Setting Goals and Objectives
- Simplifying Investment Concepts
- Stakeholder Engagement
- Strategic Partnerships
- Strategic Planning
- Technology Solutions
- Trade Structuring
- Vendor Selection
- Written Communication
Michael Waldron Summary
- Michael Waldron, based in Boston, MA, US, is currently a Director of Investment Strategy | Investment Committee Member at Savant Wealth Management. Michael Waldron brings experience from previous roles at Heritage Financial Services, LLC, Pine Knot Capital Management and Harvard Management Company. Michael Waldron holds a Bachelor of Science (BS) degrees in Finance and Liberal Studies, minor in Economics @ Bentley University. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation and Location, Business Management, Client Acquisition and more. Michael Waldron has 1 emails on RocketReach.
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