Michael Collins
Financial Advisor | Portfolio Manager | Professor | Fiduciary | 5 Star Uber Passenger Rating Holder
- Role
- Founder & CEO at Wincap Financial
- Location
- Winchester, MA, US
- LinkedIn followers
- 500 followers
About Michael Collins
CFA Charterholder Specialties: Asset Allocation, Portfolio Construction, Portfolio Management, Due Diligence, Investment Manager Research, Factset, Bloomberg, MorningStar, Relationship Management, Public Speaking, Simplifying Complex Ideas for a Broad Audience
Experience
Founder & CEO
Sep 2021 — Present · Boston, MA, US
Education
UMass Boston
BA
2002 — 2004
Suffolk University - Sawyer School of Management
MS
2005 — 2007
Middlesex Community College
Associates
1999 — 2002
Skills
- Institutional Investments
- Powerpoint
- Microsoft Excel
- Asset Management
- Bloomberg
- Institutional Clients
- Accounting
- Investments
- Fixed Income
- Microsoft Word
- Portfolio Management
- Competitive Analysis
- Factset
- Adult Education
- Public Speaking
- Marketing
- Online Marketing
- Defined Benefit
- Excel
- Indices
- Strategy
- Research
- Investment Strategies
- Customer Service
- Online Training
- Asset Managment
- Microsoft Office
- Mutual Funds
- Online Advertising
- Institutional Investors
- Finance
- E-Learning
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