Profile
Mr. Michael Stathakis, CFA, is a Research Analyst at SpringTide Partners LLC.
He works with the rest of the investment team in determining the appropriate asset allocation for client portfolios, monitoring investment managers currently working with SpringTide clients, and conducting research to identify and select new investment managers.
He is responsible for monitoring markets for emerging trends or developing risks that may impact SpringTide clients’ portfolios.
Prior to joining SpringTide in 2021, he worked as an Investment Analyst for Morningstar Investment Management.
He graduated from the University of Michigan with degrees in Economics and Statistics.
He is a CFA charterholder and is a member of the CFA Society of Chicago.
Michael Stathakis active positions
| Companies | Position | Start |
|---|---|---|
SpringTide Partners LLC
 SpringTide Partners LLC Investment ManagersFinance SpringTide Partners LLC (SpringTide) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Aaron D. Dirlam and Paul S. Courtney in 2017. SpringTide provides independent investment solutions for family offices, advisors and institutions. | Analyst-Equity | 01/01/2021 |
Former positions of Michael Stathakis
| Companies | Position | End |
|---|---|---|
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Corporate Officer/Principal | - |
Training of Michael Stathakis
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions. | Finance |
SpringTide Partners LLC
SpringTide Partners LLC Investment ManagersFinance SpringTide Partners LLC (SpringTide) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Aaron D. Dirlam and Paul S. Courtney in 2017. SpringTide provides independent investment solutions for family offices, advisors and institutions. | Finance |
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