Your Team

Michael T. McKeown, CFA®, CPA
Chief Investment Officer

Professional Experience

Michael is responsible for leading the firm’s investment research on capital markets. He created the firm’s quantitative and qualitative due diligence process for analyzing investment managers across equities, fixed income, and alternative strategies. In addition, he developed the Aurum Asset Allocation Frameworks based on the firm’s proprietary Ultra Modern Portfolio Theory which guides the management of client portfolios. He authors market commentaries and quarterly investment strategy newsletters. Previously, Michael was a member of a wealth advisor team at a national investment management firm.

Areas of Expertise

  • Portfolio management
  • Due diligence
  • Asset allocation

Education and Certifications

  • Chartered Financial Analyst® (CFA) designation
  • Certified Public Accountant
  • John Carroll University

Professional Associations

  • CFA Institute
  • CFA Society of Cleveland

Community Involvement

  • Previous member of Young Leaders, United Way of Greater Cleveland
  • Meals on Wheels

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