Perfil
Ms. Connell joined Talon in 2007.
Her career began in 1990, when Ms. Connell joined the San Diego Natural History Museum as CFO, with responsibilities including overseeing the institution's nine investment endowments.
In 1995 Ms. Connell spent several years as a Portfolio Manager/Analyst for Rice, Hall, James, a billion dollar investment advisory firm that catered to both institutions and high-net worth individuals.
In 1999, she joined Wells Fargo Private Client Services as a Senior Portfolio Manager with responsibility for some of their largest client relationships in Southern California.
While at Wells Fargo, Michelle became the Head of the Technology Sector, where her team determined the firm’s technology stock strategy.
From October 2003 through March 2007, she worked with high-net worth clients at UBS Financial Services, previously Piper Jaffray, as a Financial Advisor and Portfolio Manager.
She received a Bachelor of Arts in Accounting, Magna Cum Laude, from Seattle University in 1988 and an M.B.A.
in Finance from San Diego State University in 1989.
In 1997, she received the Chartered Financial Analyst designation.
Antiguos cargos conocidos de Michelle Connell.
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Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Gestor de Cartera-Acciones | 01/06/2009 |
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Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Founded in 1994 by Terry Diamond and Alan Wilson, Talon Asset Management LLC is a registered investment advisor located in Chicago, Illinois. The firm also serves as an ERISA qualified manager. They offer a variety of investment vehicles and services, including: (1) individually managed equity, fixed-income and balanced portfolio accounts (2) hedge funds and (3) private equity/venture capital investment opportunities. Their clients include managing equity, fixed-income and balanced portfolios for individuals, retirement funds, foundations and family partnerships. They manage the Talon Sharpridge QO LLC and the Talon Opportunity Partners LP. | Finance |
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