Michael V. Margulis is a Vice President and supports the Firm’s advisory service line, including investment screening and due diligence activities.  Additionally, Michael participates in the Firm’s monitoring and reporting activities.  Mr. Margulis has over ten years of professional experience with mid to large sized investment and financial organizations focused on providing portfolio and market analysis to institutional and high net worth clients.

Mr. Margulis earned a degree in Economics/Mathematics from the University of California at Santa Barbara and holds a Master of Business Administration from the University of California at Davis.