As a Trading and Reporting Investment Analyst, Michael brings nearly 5 years experience to the expanding Investment Team at JNBA. Some of Michael’s core responsibilities include investment research and portfolio administration, facilitating JNBA’s trading and rebalancing process that includes portfolio submissions, Level I approvals, and trade uploads, and assisting the JNBA Investment Committee in various aspects of the investment process.
Michael holds a Bachelor of Arts degree in economics from the University of Minnesota. While at the U of M, Michael worked as a stock analyst for the University’s Stock Traders Club and was responsible for analyzing and maintaining stock portfolios and researching investment options. Prior to joining JNBA, Michael was an Investment and Operations Specialist for a small integrated wealth management firm in the Twin Cities.
When not at work Michael enjoys golfing, mountain biking, traveling, and spending time with his family.
He also likes to volunteer with Habitat for Humanity on the weekends.
Favorite quote: “Being challenged in life is inevitable, being defeated is optional.” – Roger Crawford