Michael A.

Skills

Portfolio Management, Investment Due Diligence, Risk Management, Mentoring, Business Development

About

Currently, I serve as a Managing Director at TwinVines Inc, a Single-Family Office. In this role, I collaborate closely with our investment advisor to design investment policy statements, conduct rigorous due diligence on external managers, and provide comprehensive investment reporting to our family office clients. My role demands a keen eye for detail, strategic thinking, and an unwavering commitment to achieving our clients' financial goals.
Prior to joining TwinVines, I was the Managing Director at Alpha Capital Research, a Multi-Family Office, where I was responsible for managing a $1 billion hedge fund portfolio. This portfolio was managed on behalf of Ofer Global, an ultra-high net worth family led by Eyal Ofer, a Monaco-based billionaire. Under my stewardship, the portfolio consistently met or exceeded its return and volatility expectations, demonstrating my ability to navigate complex investment landscapes and deliver results that align with client expectations over various market cycles. Prior to Alpha Capital Research, I began my career at Aetna Insurance within their Real Estate Investment Group before moving over to their Fixed Income Department.