About
Michael B serves as a Partner and Portfolio Manager at CSM Advisors, LLC, where he leads investment strategies focused on micro and small cap equities. Based in Medina, OH, he is responsible for overseeing portfolio construction, research-driven analysis, and disciplined execution to help institutional clients achieve their investment objectives. His expertise centers on the equity market spectrum, specializing in micro cap, small cap, all-cap, and value-oriented equity strategies, with a demonstrated ability to capitalize on market inefficiencies and apply behavioral finance principles to portfolio management.
Prior to joining CSM Advisors, LLC (formerly CS McKee), Michael B held senior portfolio management positions at Foundry Partners from 2013 to 2025 and Fifth Third Asset Management from 2011 to 2013. Across these roles, he has developed deep knowledge in value and core approaches to equities, consistently applying rigorous fundamental research and quantitative discipline in the sectors he covers.
Michael B holds a Bachelor of Science in Finance from the University of Missouri-Columbia, equipping him with a solid foundation in financial theory and investment analysis. With significant experience and a commitment to disciplined portfolio management, he has contributed to the growth and performance of institutional equity portfolios, especially within micro and small cap segments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CS McKee | Partner, Portfolio Manager | Apr 2025 to Present | I am a Portfolio Manager for the CS McKee Microcap Value and Microcap Value Plus strategies. |
| Foundry Partners | Partner, Portfolio Manager | Feb 2013 to Jul 2025 | In February 2013, Foundry Partners completed a management buyout of certain insitutional accounts from Fifth Third Asset Management. I co-manage the Small and Micro Cap Value with 2 other managers. |
| Fifth Third Asset Management | Portfolio Manager | Sep 2011 to Jan 2013 | Manage two institutional investment strategies: the Fifth Third Small Cap Value and the Fifth Third Micro Cap products. |
| Victory Capital Management | Equity Analyst | Oct 1998 to Sep 2011 | Followed Healthcare, Consumer Staples, Machinery and Basic Industries for 5 investment strategies (Large Core, Mid Core, Large Value, Deep Value and Convertibles) |
| First Chicago / NBD | Equity Analyst | Sep 1997 to Sep 1998 | Followed Healthcare and Paper Industries for Large Cap Growth, Large Cap Value and Wealth Management strategies |
| Investors Management Services | Portfolio Manager | Jun 1995 to Sep 1997 | Managed taxable and tax exempt portfolios for individuals and institutions. Investment philosophy was GARP. Assisted Chief Investment Officer with asset allocation and equity strategy. Met with client... |
| Zaske Sarafa & Associates | Portfolio Manager and Analyst | Nov 1992 to Apr 1995 | Managed approximately 150 institutional and individual balanced portfolios. Followed Energy and Capital Goods sectors for growth investment style. Met with clients to discuss objectives, risk toleranc... |
Education
University of Missouri-Columbia
Bachelor of Science (BS), Finance, General
1983 — 1987
Others at CSM Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Investment Manager - Internal Portfolios | Sewickley, PA , United States |
 | Chief Investment Officer | Sewickley, PA , United States |
 | Portfolio Manager | Atlanta, GA , United States |
S Scot Heggen | Head Equity Trader | Lakeville, MN , United States |
S Shawna Aufman | Senior Equity Portfolio Manager | Pittsburgh, PA , United States |
 | Vice President, Portfolio Manager | Pittsburgh, PA , United States |
 | Partner, Portfolio Manager | Malvern, PA , United States |
C Craig N | Senior Portfolio Manager | Cleveland, OH , United States |
 | Portfolio Manager, Value Strategies | Cleveland, OH , United States |