Michael Kon, Cfa
About Michael Kon, Cfa
Michael Kon, CFA, is a Director of Research & Portfolio Manager with a strong background in equity analysis and financial management.
Michael Kon, CFA - Director of Research & Portfolio Manager
Michael Kon, CFA, currently serves as the Director of Research and Portfolio Manager. His role focuses on overseeing the research activities and managing investment portfolios, contributing significantly to his firm's strategic financial decisions. With expertise in equity analysis and portfolio management, he delivers in-depth insights and guides investment strategies effectively.
Michael Kon's Professional Background
Michael Kon has an extensive professional background in finance and law. From 2006 to 2013, he was a senior equity analyst at Morningstar, gaining substantial experience in equity analysis. Prior to that, he worked as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006. Additionally, Michael has experience as an M&A Attorney at Rotman Co in Israel, where he worked from 1998 to 2002.
Michael Kon's Education and CFA Designation
Michael Kon achieved his MBA from McGill University in 2004, equipping him with advanced knowledge in business and finance. He also holds the Chartered Financial Analyst (CFA) designation, which he earned in 2006. This prestigious credential underscores his expertise and commitment to the highest standards in the financial industry.
Michael Kon's Community Involvement
In addition to his professional commitments, Michael Kon volunteers with The Band of the West, a local unit of the U.S. Naval Sea Cadet Corps. His involvement in this organization reflects his dedication to community service and supporting youth development.
Michael Kon's Personal Life
Michael Kon resides in Burlingame with his wife Julia and their three children. Balancing a demanding career with family life, he maintains a strong connection to his local community, reflecting values of both professional dedication and personal commitment.