Michael Wolson Email & Phone Number

Managing Director @ Colter Lewis Investment Partners

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Michael Wolson Location

New York, NY, US

Michael Wolson Work

Managing Director @ (March 2026 - Present)

Michael Wolson Education

Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management (Finance)
2012

Michael Wolson Skills

Equities
Financial Analysis
Bloomberg
Investments
Portfolio Management
Equity Research
Strategy
Analysis
Fixed Income
401(k) Retirement Savings Plans
Account Management
Accounting
Alternative Investments
Asset Allocation
Asset Management
Banking
Business Development
Business Relationship Management
Business Strategy
Business-to-Business (B2B)
Capital Markets
Client Development
Client Liaison
Client Relations
Client Services
Commercial Banking
Corporate Finance
Corporate Venture Capital
Credit Derivatives
Credit Risk Management
Cross-functional Collaborations
Cross-team Collaboration
Customer Relationship Management (CRM)
Customer Service Management
Customer Service Operations
Customer Support
Data Analysis
Data Management
Data Science
Derivatives
Emerging Markets
Equity Derivatives
Equity Syndicate Allocation
Equity Trading
Finance
Financial Advisory
Financial Markets
Financial Modeling
Financial Planning
Financial Services
Financial Structuring
Fixed Income Analysis
Foreign Exchange (FX) Trading
Fund of Funds (FOF)
Funding
Futures Trading
Hedge Funds
Income Protection Insurance
Inheritance Tax Planning
Interest Rate Derivatives
Interpersonal Skills
Investment Advisory Services
Investment Banking
Investment Management
Investment Portfolios
Investment Strategies
Key Client Relationships
Leadership
Loans
Market Risk
Microsoft Excel
Microsoft Office
Mortgage Lending
Mutual Funds
Operational Risk Management
Options
Options Strategies
Pension Funds
Philanthropic Advisory
Philanthropy
Portfolio Optimization
Private Banking
Private Equity
Real Estate Financing
Retirement Planning
Retirement Savings
Strategic Financial Management
Strategic Partnerships
Strategic Planning
Strategic Thinking
Structured Finance
Team Leadership
Teamwork
Trading
Trading Strategies
Trading Systems
Venture Capital
Wealth Accumulation
Wealth Management Services
Wealth Preservation Planning

Michael Wolson Summary

Michael Wolson, based in New York, NY, US, is currently a Managing Director at Colter Lewis Investment Partners. Michael Wolson holds a Bachelor of Science in Management in Finance @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Equities, Financial Analysis, Bloomberg, Investments, Portfolio Management and more. Michael Wolson has 3 emails and 1 mobile phone numbers on RocketReach.