Mike Kantrowitz

Mike Kantrowitz

Formal First Name
Michael (Mike)

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.

Professional Experience

Academic History