Mike is a rare voice of knowledge and experience, slicing thru the complexities and chaos of the Portfolio Management. He contributed and continues to contribute more than any other practitioner to the development of Portfolio Management discipline. He is an unique professional who understands the intersection of economics, humanity, and technology and is generally regarded by many in the industry, including Gartner, as the foremost pioneer of Portfolio Management.
Mike is a serial entrepreneur who cofounded three companies that developed Portfolio Management solutions. UMT was sold to Microsoft in 2006. UMT consulting, the second company that he cofounded, the leader of the Portfolio Management field, was sold to EY in 2015. Concurrent with UMT consulting, Mike cofounded UMT360 to develop advanced solution to the growing portfolio management space. Mike sold UMT360 to Teleo Capital in 2019 and stayed as a consultant and board member.
Mike participated in the evolution of the Portfolio Management, challenges the present and prepares for the future. Mike holds degrees in Industrial & Systems Engineering and Operations Research from Columbia University and Technion Israeli Institute of Technology.