Michael Brace

• Director, MS Finance Program
  

MBA, School of Management, University at Buffalo

• Corporate Finance and Financial Institutions

BS, State University College at Geneseo

• Management Science and Finance
  
  

• Comprehensive Financial Analysis
• Investment Management

• Chartered Financial Analyst (CFA) designation
  

• Member, CFA Institute
  

Trusted advisor and consultant to endowments, foundations and high-net-worth families. Excellent relationship-building skills with client families, boards of directors, and investment committees to listen to needs, identify goals, and contribute to business development. Extensive experience acting as an Outsourced Chief Investment Officer (OCIO) and consultant to institutional and private clients including implementation of bespoke portfolio structures driven by prudent asset allocation and careful selection of investment securities. Applying best-in-class practices to guide clients through change and impact their long-term financial well-being and peace of mind.