Michael’s day-to-day responsibilities include strengthening the client experience, as well as driving efficiency within the firm. He plays an active role in rolling out new software for BakerAvenue and enhancing our overall productivity.

Michael brings over 15 years of investment and technology experience to BakerAvenue. Prior to joining to joining the firm, Michael worked as a Director of Operations for a boutique wealth management RIA firm, responsible for client performance reporting, overseeing the portfolio management systems, trading and rebalancing, and workflow automation.

Michael graduated from California State University, Northridge with a B.A. in Business Finance and Economics.

Making an Impact

Michael studies herbs and their many functions to heal the human body. He has made a positive impact in helping family members and friends close to him with conditions including diabetes, migraines, digestion, circulation, and more. One of Michael’s favorite quotes is from Paracelsus: “The art of healing comes from nature and not from the physician. Therefore, the physician must start from nature with an open mind.”

A Secret About Michael

Michael has a passionate admiration for the art, philosophy, music, and traditions of Asian culture, influenced early in his career when he worked in Hong Kong.