About Me

Based in the San Francisco office of Oppenheimer & Co. Inc.; A multinational Financial Services company and Investment bank, Michael provides high-caliber investment and financial advice to discerning professionals, business owners, entrepreneurs, corporate executives and their families.

Michael is an OMEGA Portfolio Manager with over ten years of experience. He has lived and worked in Europe and Asia, speaks Mandarin Chinese and is a lifelong student of Wing Chun Kung Fu. Michael graduated from University of California at Santa Cruz and earned his MBA from the Leavey School of Business, Santa Clara University.

Michael is licensed in the following states: AZ, CA, NY, CO Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact info section of my profile.