Michael Kon, CFA

Michael Kon, currently serving as the Director of Research & Portfolio Manager, has a robust history in the financial sector. He began his career as an M&A Attorney at Rotman Co in Israel from 1998 to 2002, then transitioned to finance, working as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006. Following this, he was a senior equity analyst with Morningstar from 2006 to 2013. Michael achieved his Chartered Financial Analyst designation in 2006 and holds an MBA from McGill University, obtained in 2004. Residing in Burlingame with his wife Julia and their three children, he also dedicates time to volunteering with The Band of the West, a local unit of the U.S. Naval Sea Cadet Corps.