Michael Kantrowitz, CFA

Chief Investment Strategist and Head of Portfolio Strategy
Sector Expertise
Additional Expertise
Portfolio Strategy
Michael Kantrowitz serves as chief investment strategist and head of portfolio strategy at Piper Sandler. Prior to joining the firm, Kantrowitz was the chief investment strategist & head of portfolio strategy at Cornerstone Macro. 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 and 2022. 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

Portfolio Strategy