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Mike Lumley, CFA, CAIA

Mike Lumley, CFA, CAIA

Summer Intern 2016

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location of Mike Lumley, CFA, CAIASan Francisco, California, United States

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  • Timeline

  • About me

    Associate Director | Client Investments

  • Education

    • University of Colorado Boulder

      2013 - 2017
      Bachelor’s Degree Finance 3.7

      Certificate in Quantitative FinanceMinor Mathematics and Economics

  • Experience

    • Goldman Sachs

      Jun 2016 - Aug 2016
      Summer Intern 2016

      Operations Analyst

    • BlackRock

      Jul 2017 - Sept 2022

      Worked with institutions across the Americas to develop tailored portfolio solutions primarily through asset allocation and risk analysis. Relationship manager for RIAs and trust companies in the San Francisco Bay Area and Pacific Northwest covering ETFs, mutual funds, SMAs, and alternatives. Partnered with firms through the lens of portfolio construction, risk management, and business development.

      • Associate | Multi-Asset Portfolio Investment Consulting

        Oct 2021 - Sept 2022

      • RIA Investment Management Associate

        Oct 2018 - Oct 2021

      • U.S. Wealth Advisory Analyst

        Jul 2017 - Oct 2018

    • Point Olema Capital Partners

      Oct 2022 - now

      • Associate Director | Client Investments

        Dec 2023 - now

      • Senior Associate | Client Investments

        Oct 2022 - Dec 2023

  • Licenses & Certifications