Michael Kantrowitz, CFA

Michael Kantrowitz serves as chief investment strategist and head of portfolio strategy at Piper Sandler. He expertly identifies evolving macro trends to provide forward-thinking investment strategies across global asset allocation, sector positioning, stock selection and portfolio construction. Recognized as Wall Street’s first-ranked portfolio strategist in the 2024 Extel/Institutional Investor All-Americas Research poll, Kantrowitz has maintained top-tier strategist rankings since 2020. Previously, Kantrowitz held the role of chief investment strategist at Cornerstone Macro, director of portfolio strategy at Wolfe Trahan & Co. and managing director at International Strategy and Investment Group (ISI), where he played a pivotal role in advancing portfolio strategy and quantitative research offerings. He began his career in equity research at Merrill Lynch & Co. within the investment strategy department. Kantrowitz holds a bachelor’s degree in financial economics from Binghamton University and is a CFA charterholder.

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Portfolio Strategy