Michael Kon, CFA

Portfolio Manager & Director of Research

About Michael

Michael has conducted investment analysis and equity research since 2002. As a Director of Research and Portfolio Manager at Summitry, Michael is responsible for the firm’s research process and leads the investment meetings of the research team. In addition, Michael evaluates companies across a wide variety of industries in search of investments for client portfolios. Prior to joining the firm in 2013, Michael served as a senior equity analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013. He has previously held positions as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006 and as an M&A Attorney at Rotman Co in Israel from 1998 to 2002. Michael received his MBA from McGill University in 2004 and achieved the Chartered Financial Analyst designation in 2006.