Analyst Information

 

Michael Kantrowitz, CFA

Chief Investment Strategist & Head of Portfolio Strategies

Michael Kantrowitz, CFA

Michael Kantrowitz serves as chief investment strategist and head of portfolio strategies at Piper Sandler. Kantrowitz’s expertise includes identifying changing trends that influence business cycles while providing forward-looking investment recommendations on global asset allocation, sector positioning, stock selection and portfolio construction. Buy-side investors ranked Kantrowitz as one of the top three portfolio strategists in the Institutional Investor Magazine All Americas Research poll in 2020.

Previously, Kantrowitz was the director of portfolio strategy at Wolfe Trahan & Co. and a managing director at International Strategy and Investment Group (ISI). During his time at Wolfe Trahan and ISI, Kantrowitz helped build out the portfolio strategy and quantitative research products. He began his career in equity research at Merrill Lynch & Co. in the investment strategy department.

Kantrowitz holds a bachelor’s degree in financial economics from Binghamton University and is a CFA charterholder.

Universe Coverage:
Macro:   Portfolio Strategy