Michael R. Finley

Senior Portfolio Analyst

Michael is responsible for conducting portfolio analysis and financial market research. His efforts support efficient and productive value-added services for Balance Sheet Solutions’ national fixed income sales force. In addition, Michael assists the Director of Institutional Fixed Income Sales with the design and distribution of client-based fixed income portfolio strategies, bond swap tactics and analytical reports. Other responsibilities include responding to time-sensitive inquiries with economic statistics, market analytics and research results.

Professional Experience

Prior to joining Balance Sheet Solutions, Michael was Vice President and Senior Portfolio Analyst for Stone & Youngberg, LLC.

Education, Credentials

Michael holds a B.A. in Finance from Loyola University Chicago. In addition, he holds a Series 7 through ISI.