Michael Reed, CFA, MBA

Senior Portfolio Manager, Director

Cincinnati, OH

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Designations

  • Chartered Financial Analyst

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Madison Wealth Management where he was a Senior Portfolio Manager
  • Over 25 years of experience in financial services, including trading, lending, credit and equity research, and portfolio management
  • Was a Partner and Director of Equity Research at Greystone Investment Management prior to joining Madison in 2019
  • Previously held several professional positions at PNC Bank and Fidelity Investments

 

Life Outside of MAI 

  • Member of the CFA Institute and CFA Society of Cincinnati
  • Currently resides in Madeira, OH with his wife and two sons
  • Outside of work, Michael enjoys volunteering at Matthew 25 Ministries, water and snow skiing, traveling, and music

 

Education

  • Miami University, B.S. in Business Administration
  • Xavier University, Master of Business Administration

We look forward to learning about your financial goals.

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