Mike Kantrowitz
Michael Kantrowitz is Chief Investment Strategist and Managing Director at Piper Sandler, a leading investment bank and institutional securities firm. Prior to joining Piper Sandler in 2022, he was the Chief Investment Strategist and Head of Portfolio Strategy at Cornerstone Macro, an independent research firm that empowers institutional investors with top-rated, focused, and unbiased macro research. His 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. He also specializes in business cycle forecasting and its implications for sector, industry, and strategy rotation within the investment portfolio. Before that, he also held senior leadership roles during his stints at Wolfe Research and ISI Group, where he helped build out the portfolio strategy and quantitative research products.
Mike Kantrowitz Professional Experience / Academic History
Professional Experience
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Chief Investment Strategist and Managing Director
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Chief Investment Strategist and Head of Portfolio Strategies
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Managing Director and Portfolio Strategist
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Associate, Small-Cap Strategist
Academic History
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B.S., Financial Economics
EARLY CAREER
Sager was Managing Director and Portfolio Strategist at Wolfe Research, where he focused on portfolio strategy and quantitative research.
Prior to joining Wolfe Research, he spent over three years as Managing Director at International Strategy and Investment Group.
At ISI, he worked closely with François Trahan in building the Portfolio Strategy and Quantitative Research products.
He began his career i the Investment Strategy Department at Merrill Lynch, where he was a member of the top-ranked small-cap strategy team.
RECOGNITION
His team consistently ranked among the best in Institutional Investor magazine's All American Research poll.
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.
MEDIA & APPEARANCES
Kantrowitz has appeared in various leading financial media outlets, including CNBC, Fox Business, Yahoo! Finance, Bloomberg, Business Insider, and more.
He has appeared as a guest on Real Vision.