Selerity Research is a proprietary commentary & research service for financial professionals. Our team of highly experienced event analysts provide timely and relevant commentary and analysis on market-moving events related to everything from corporate earnings to key economic data announcements.
Michael Ashley Schulman, CFA, is a Managing Director/ Senior Portfolio Manager at Hollencrest Capital Management, a boutique wealth management firm in Newport Beach, California, with approximately $2 billion in client assets.
Michael has over 20 years of professional investment experience, a CFA designation, an MBA from the MIT Sloan School of Management and a BA in Economics from UC Berkeley.
He focuses on the development of Hollencrest's global investment outlook, asset allocations, economic and company specific research, structure and security selection, trading relationships, robo allocation, and alternative strategies.
Michael is a Registered Representative with the Financial Industry Regulatory Authority (“FINRA”), having attained multiple Series Designations administered by that organization. Michael has broad experience in top-down and bottom-up analysis from both the fundamental and quantitative perspective across a wide variety of financial instruments. He has consulted for the World Federation of Exchanges, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums in Orange County, Malaysia, Argentina and Spain.
Michael began his professional career in 1991, at Pacific Income Advisors in Santa Monica, California, where he was promoted to the position of Portfolio Manager and managed fixed income and equities for companies, managed accounts, union pension funds, group trusts and high net worth clients. While at Pacific Income Advisors, Michael developed a real-time quantitative analysis system that allowed the firm to create new stock strategies and grow assets under management. In 1998, Michael left Pacific Income Advisors to attend the Massachusetts Institute of Technology, where he earned his MBA. Directly prior to joining Hollencrest in 2005, Michael spent over three years at Deutsche Bank as Vice President, CDO/Quantitative Analysis Specialist. Within the community, Michael has served as President of the CFA Society of Orange County and remains active within the Society. In addition, Michael served on the Advisory Board of the UC Irvine, Paul Merage School of Business, Center for Investment and Wealth Management.
Follow on Twitter: @Hollencrest_com
I cover consumer goods and services stocks for Seeking Alpha. This includes a whole lot of retailers, as well as automakers, casinos, food/beverage companies, and plenty more.
I graduated from Washington University in St. Louis with a degree in Economics. I have over 10 years of experience contributing content to major financial websites. In addition, I also created the websites MoneyRates.com and Savings-Investor.com before selling them to a San Francisco-based company.
My home is St. Louis, Missouri where I live with my wife + 3 kids. My hobbies include basketball, tennis, and music. My personal website is at ClarkSchultz.com.
E-mail tips/suggestions to me at Clark@SeekingAlpha.com