Michelle Email & Phone Number
Sr. Advisor @ Ritholtz Wealth Management
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Michelle Location
- Los Angeles, CA, US
Michelle Work
- Sr. Advisor @ (July 2023 - Present)
- Managing Director @ HCR Wealth Advisors (August 2019 - July 2023)
- Senior Portfolio Manager @ HCR Wealth Advisors (January 2014 - January 2020)
- Senior Financial Analyst - Debt and Derivatives @ (January 2011 - January 2014)
- Interest Rate Derivatives Trader @ (January 2009 - January 2011)
- Financial Advisor Associate @ (January 2008 - January 2009)
- Research Intern @ (May 2007 - August 2007)
Michelle Education
- University of California, Los Angeles
Personal Financial Planning Certificate (Finance and Financial Management Services)
2015-2016 - UCLA Anderson School of Management
Master (Financial Engineering)
2009-2010 - Universitat Pompeu Fabra
(Study Abroad)
2007-2008 - Colorado State University
B.S (Mathematics)
2003-2008
Michelle Skills
- Financial Modeling
- Fixed Income
- Valuation
- Derivatives
- Portfolio Management
- Due Diligence
- Trading
- Bloomberg
- Quantitative Finance
- Interest Rate Derivatives
- Credit
- FX Options
- Finance
- Options
- Financial Analysis
Michelle Summary
- Michelle, based in Los Angeles, CA, US, is currently a Sr. Advisor at Ritholtz Wealth Management. Michelle brings experience from previous roles at HCR Wealth Advisors, Toyota Financial Services and Union Bank. Michelle holds a 2015 - 2016 Personal Financial Planning Certificate in Finance and Financial Management Services @ University of California, Los Angeles. With a robust skill set that includes Financial Modeling, Fixed Income, Valuation, Derivatives, Portfolio Management and more. Michelle has 3 emails and 2 mobile phone numbers on RocketReach.
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Callie Cox
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Michelle
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Bill Artzerounian
Director of Tax Services
Willow Grove, PA, US
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