Michael J. Opre, CFA

Portfolio Manager

  • Oversees the daily management of the Convertible Investment portfolios and provides equity and credit research in the Finance, Energy and Materials Sectors
  • 32 years of industry experience, 18 years as a Portfolio Manager of the SSI Outright Convertible Strategy and the Froley, Revy Convertible Strategy (acquired by SSI in 2009)
  • Mike’s prior experience includes serving as Senior Investment Manager at Wells Fargo and a Research Analyst with Pacific Strategic Fund Group, Inc. specializing in fundamental analysis and risk arbitrage
  • MBA, Finance, Anderson Graduate School of Management, University of California, Los Angeles; BA, University of California, Los Angeles

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