Michael is a director and the primary portfolio strategist for the Opportunistic Value product suite. Before joining the firm in 2008, he worked at Putnam Investments, where his duties included the role of institutional portfolio manager for the small- and mid-cap asset class portfolios. Additional investment experience was gained as a portfolio manager at Putnam Investments and Phoenix Investment Counsel. While at Kemper Financial Services, Michael's responsibilities included research coverage of the media and entertainment industries, associate manager of the research department and co-management of six mutual funds. He received an M.B.A. from Indiana University and a B.B.A. from Southern Methodist University. He holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.