Fundraising Fox

Michael

Investor

Partner at Knickerbocker Financial Group

Palm Beach Gardens, Florida, United States

About

Before joining KFG he co-founded a boutique broker-dealer introducing institutional investors to asset management GPs, covering a wide range of asset classes. He served as an operating principal (CEO, CCO, FINRA representative), held multiple FINRA/NFA licenses, and holds a BS-BA from Northeastern University.

Experience

  1. MOUNT LUCAS MANAGEMENT LPClient Servicescurrent2025 β€” present
  2. KFG - Knickerbocker Financial GroupPartner2023 β€” 2025Palm Beach Gardens, Florida, United States
  3. The Grey TeamEvent 2024 Gala - The Grey Team. Helping Veterans w/PTSD americafirstgala.com, www.greyteam.org/2023 β€” 2024Boca Raton, Florida
  4. Consulting (Knickerbocker Financial Group - Venture Capital)Founder at Consulting2021 β€” 2023Palm Beach County, Florida, United States
  5. FreelanceStrategic Advisor2017 β€” 2021New York, United States
  6. Aspire Macro, LLCSr. Managing Director, Co-Founder2016 β€” 2017New York City Metropolitan Area
  7. Alpha4x Discretionary Macro Strategies - XL Group AffiliateDirector2015 β€” 2016New York
  8. Mondiale Securities LLCCo-Founder | CEO | CCO2009 β€” 2015New York City Metropolitan Area
  9. Mondiale Partners Ltd.CEO2003 β€” 2009Greater New York City Area

Education

  1. Northeastern UniversityBachelor of Science Business Administration (BSBA), Business Administration and Management, General1973 β€” 1978

Skills & more

New Business DevelopmentFinancial ServicesSales ManagementFundraisingStrategic ThinkingNegotiationAnalytical SkillsBusiness Advisory ServicesMarketing StrategyNetworkingAngel InvestingSeed Capital
+12 moreMarketingPhilanthropyVenture CapitalHedge FundsAlternative InvestmentsInvestment ManagementSecuritiesFinancial MarketsManagementStrategySeries 7Emerging Markets
  • FINRA Series 7 * 24 * 31 * 63 * 3

From Michael's professional profile.

Shared employers

Colleagues at Knickerbocker Financial Group