Alpha Seeker™, Tactical Beta, and Tactical Q Strategies Co-Portfolio Manager

Mike has over 23 years of experience constructing and managing portfolios with a focus on volatility and risk management strategies. Mike is a co-portfolio manager of the Alpha Seeker strategy, the Tactical Beta strategy, and the Tactical Q strategy.

Early in his career, his work included portfolio management roles at The Northern Trust, William Blair and Premier Asset Management LLC, a $500M investment advisor spun out of Northern Trust. Mike later provided derivatives modeling expertise to a start-up derivatives exchange in Chicago before being recruited by a family office where he co-developed a VIX trading strategy that began trading on a proprietary basis using VIX ETPs in October 2011.

In 2013, Mike began trading the strategy directly in the futures market for the proprietary trading desk of ED&F Man Ltd and as a Commodity Trading Advisor, first as a principal of Advocate Asset Management LLC and subsequently for Typhon Capital Management LLC.

In 2015, Mike assumed the role as Co-Chief Investment Officer with his brother at Kaizen Advisory LLC. He co-developed the Alpha Seeker, Tactical Beta, and Tactical Q strategies with his brother Matt. Mike has a B.S. in Economics from the University of Illinois at Urbana-Champaign. Mike is a member of the CFA Society of Chicago.