MICHAEL P. FINKELSTEIN, CHARTERED FINANCIAL ANALYST
Michael P. Finkelstein, CFA
Mike focuses on helping the practice develop investment plans and customized investment strategies to help individuals and companies preserve and grow their financial resources.
Prior to joining Oxford Harriman, Mike served as a Portfolio Manager and Equity Analyst at an institutional investment management firm for 17 years where he focused on small and mid-cap equity investments in the health care, industrials, materials, and telecommunications sectors.
His extensive experience managing the assets of corporations, pension plans, and endowments through numerous stock market cycles benefits the practice’s clients, enabling them to focus on proper long-term investment strategies and striving to avoid the pitfalls of over-reacting to short-term market fluctuations.
Prior to working as an institutional investment manager, Mike worked as a Corporate Finance and Mergers & Acquisitions consultant with the Chicago office of Ernst & Young, where he performed company valuations and advised on private equity transactions. He began his career as a Certified Public Accountant (no longer practicing) working as an auditor for Ernst & Young in St. Louis.
Mike holds a BBA and an MBA from the University of Michigan’s Ross School of Business. Additionally, Mike is a Chartered Financial Analyst and holds Series 7 and 66 securities registrations.
Mike and his wife Karen reside in West Bloomfield, Michigan with their three children. Outside of work, he is an avid outdoorsman and also enjoys cooking, playing tennis, and coaching his kids’ sports teams.