Michael Petrecz

Senior Trust Portfolio Manager

Office Phone: 301.774.6400

Bio

Michael has worked as a portfolio manager and a portfolio analyst for both boutique financial planning companies as well as larger regional banking institutions. Michael has experience in the investment field since 2000, managing investment portfolios and creating comprehensive financial plans for high-net-worth clients.

He holds a Bachelor of Science in Business Administration from Towson University and an MBA in Finance and Accounting. Michael has completed Certificates in Portfolio Risk Management [IMCA] and The Fundamentals of Alternative Investments [IMCA/CAIA].

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