Michael Spicer, CFA

Michael Spicer, CFA

Followers of Michael Spicer, CFA758 followers
location of Michael Spicer, CFABoston, Massachusetts, United States

Connect with Michael Spicer, CFA to Send Message

Connect

Connect with Michael Spicer, CFA to Send Message

Connect
  • Timeline

  • About me

    Convertible Securities Portfolio Manager at Monashee Investment Management

  • Education

    • Boston College

      2003 - 2007
      BS Finance

      Activities and Societies: Varsity Sailing Team

  • Experience

    • ICAP

      Jan 2008 - Feb 2012

      -Help develop desk's ETF and EFP presence-Specialize in equity index swaps, and index total return swaps. -Create liquidity within listed equity option market between sell side and buy side clientele.-Continually develop new and maintain existing desk relationships

      • Equity Finance/Delta 1

        Sept 2010 - Feb 2012
      • Equity Derivatives Broker

        Jan 2008 - Feb 2011
    • Piper Jaffray

      Mar 2011 - Jun 2014
      Vice President, Convertible Bond Sales & Trading

      -Generate actionable convertible bond trading and hedging strategies through fundamental credit and equity analysis-Significant cross-over product exposure-Globally market the firm’s Sales & Trading, and Capital Markets capabilities to institutional accounts

    • Deutsche Bank

      Jul 2014 - Jan 2021
      Vice President, Convertible Bond Sales

      - Specialize in creating actionable trading and hedging ideas for institutional clients utilizing fundamental bottom-up analysis- Focus on communicating ideas and opinions across a variety of sectors to buyside clients through written research reports or verbally- Conduct corporate capital structure valuation analysis on companies with convertible securities outstanding

    • Morgan Stanley

      Oct 2017 - Mar 2024

      Equity Derivatives and Convertible Securities Convertible Bond and Equity Derivative Sales & Trading

      • Executive Director

        Jan 2021 - Mar 2024
      • Vice President

        Oct 2017 - Jan 2021
    • Monashee Investment Management LLC

      Mar 2024 - now
      Portfolio Manager
  • Licenses & Certifications

    • Chartered Financial Analyst

      162977