Michael McGowan

About Michael McGowan

Michael McGowan, CFA, is a Managing Director and shareholder at Pathstone. With over 19 years of investment management experience, Michael leads investment strategy, providing market and economic analysis, strategic and tactical asset allocation guidance, and multi-asset portfolio management.Michael joins Pathstone from Crestone Capital, where he was Managing Director of Investment Research and Strategy. He led overall investment strategy, strategic and tactical asset allocation, investment manager sourcing and due diligence, and multi-asset portfolio management. He was also a co-portfolio manager on several equity, hedge fund, and fixed income strategies where he focused on sourcing, diligence, and monitoring investment strategies globally. Prior to Crestone, Michael was Vice President within BlackRock’s Investments and Portfolio Solutions group in New York City. With a focus on alternative investments, he was responsible for developing the alternative investments platform across product management, investment strategy, and portfolio construction. Prior to BlackRock, he was a Trader at James Capital Alliance (dba James Investment Research), working directly with senior portfolio managers on equity and fixed income trading, research, asset allocation, and portfolio management.Michael is a CFA Charterholder, earned an MBA from the University of Dayton and a B.S. in Finance from Wright State University. Michael is a Board Member of Crestone Capital Holdings, a Founding Board Member of Grabella’s Inc, and serves on the Endowment Committee of Impact on Education.

Experience

1. Managing Director

   Pathstone

   Apr 2024 — Present · Boulder, CO, US

   Michael joined Pathstone as a result of the acquisition of Crestone Capital LLC. Michael McGowan is a Managing Director and shareholder at Pathstone. With over 19 years of investment management experience, Michael leads investment strategy, providing market and economic analysis, strategic and tactical asset allocation guidance, and multi-asset portfolio management.Michael joins Pathstone from Crestone Capital, where he was Managing Director of Investment Research and Strategy. He led overall investment strategy, strategic and tactical asset allocation, investment manager sourcing and due diligence, and multi-asset portfolio management. He was also a co-portfolio manager on several equity, hedge fund, and fixed income strategies where he focused on sourcing, diligence, and monitoring investment strategies globally. Prior to Crestone, Michael was Vice President within BlackRock’s Investments and Portfolio Solutions group in New York City. With a focus on alternative investments, he was responsible for developing the alternative investments platform across product management, investment strategy, and portfolio construction. Prior to BlackRock, he was a Trader at James Capital Alliance (dba James Investment Research), working directly with senior portfolio managers on equity and fixed income trading, research, asset allocation, and portfolio management.

Education

• Wright State University

  B.S., Business, Major in Finance

  2003 — 2006

• University of Dayton

  MBA, Concentration in Finance

  2008 — 2009

Skills

• Equities
• Management
• Economics
• Research
• Investment Strategies
• Alternative Investments
• Private Equity
• Portfolio Management
• Analysis
• Financial Advisory
• Public Speaking
• Financial Analysis
• Hedge Funds
• Investments
• Fixed Income
• Strategic Planning
• Trading
• Asset Allocation
• Mutual Funds