Michael Lanese
Senior Portfolio Manager, MBA, Certified Sommelier, WSET III
- Role
- Senior Portfolio Manager, at Argent Financial Group, Inc
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Michael Lanese
I am currently the Senior Portfolio Manager at Argent Trust and am responsible for…
Experience
Senior Portfolio Manager,
Oct 2022 — Present · Dallas, TX, US
Argent Trust Company, a subsidiary of Argent Financial Group, announced that Michael Lanese has joined the company as senior portfolio manager. He will be based in Argent’s Dallas office and will be responsible for managing personal and institutional portfolios. Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $85 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate planning, investment management, retirement plan consulting, ESOPs, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930. For more information, visit
Education
Texas Christian University
Bachelor of Business Administration, Finance, General
Southern Methodist University
Executive Master of Business Administration, Business Administration and Management, General
University of Colorado Boulder
Freshman, Business
1989 — 1990
Texas Christian University
BBA, Finance
1990 — 1993
SMU Cox School of Business
Master of Business Administration (EMBA), Finance Emphasis
2007 — 2009
Skills
- Portfolio Management
- Lacrosse Coach
- Financial Analysis
- Trading
- Sommelier
- Hedge Funds
- Options
- Certified Sommelier
- Electronic Trading
- Leadership
- Program Management
- Risk Management
- Team Management
- Strategy
- Investments
- Equities
- Trading Strategies
- Equity Trading
- Equity and Options Trading
- Valuation
- Management
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