2021 -
2026 Director, Portfolio and Wealth Advisory @
2016 -
2021 Vice President, Portfolio and Wealth Advisory @
2012 -
2016 Private Wealth Management Associate @
2011 -
2011 Private Client Wealth Management Intern- Market Executions and Strategy Group @
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
Michael Wolson Summary
Michael Wolson, based in New York, NY, US, is currently a Managing Director at Colter Lewis Investment Partners. Michael Wolson brings experience from previous roles at BBR Partners, Morgan Stanley and UBS. 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.
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