OUR TEAM

Education:
M.B.A. – Columbia University (Finance)
B.A. – Colgate University

Experience:
Great Plains Trust Company
Sterneck Capital Management
Sanford C. Bernstein & Co.
Cantor Fitzgerald
Derivex
E Commerce Group

Michael Grossman, CFA

Investment Research Analyst

Michael joined KCM in 2018 and has 27 years of professional investment experience. From 2013 to 2018, Michael was a consultant specializing in helping startup companies raise funding and execute. From 2010 to 2013, he worked at Great Plains Trust Company as an Account Executive, and from 2005 to 2010, Michael worked at Sterneck Capital Management as a Portfolio Manager. From 1992 to 2004, Michael was based in New York City and worked at a variety of Wall Street firms, including Sanford C. Bernstein & Company in Institutional Equity Research Sales, Cantor Fitzgerald as a Municipal Bond Trader, Derivex as its President, and E Commerce Group as its Controller/CFO.

At KCM, Michael researches and analyzes new investment opportunities, while maintaining accurate data on existing investments, for our Private Client and Institutional Investment teams.

Michael received a B.A. from Colgate University and an M.B.A. in Finance from Columbia University. He also holds the Chartered Financial Analyst designation.

Years of Experience

Years at KCM