About
Michael Chapman, CFA, is a Portfolio Manager at Aviance Capital Partners, LLC, based in Naples, Florida. In this role, he is responsible for managing client portfolios, conducting securities analysis, and contributing to the firm's investment strategy and research initiatives. His work at Aviance focuses on tailoring investment solutions for high-net-worth individuals and institutional clients, with an emphasis on achieving risk-adjusted returns through disciplined portfolio management.
At Aviance, Chapman specializes in equity and fixed income portfolio management, covering a range of asset classes including U.S. equities, international equities, and diversified fixed income instruments. He leverages quantitative and qualitative research to construct portfolios that align with clients’ financial goals and risk profiles.
Chapman holds the Chartered Financial Analyst (CFA) designation, underscoring his expertise in investment analysis, portfolio construction, and ethical financial practices. With more than three decades of experience in investment management, he is recognized for his analytical rigor and commitment to fiduciary standards, contributing to the reputation and success of Aviance Capital Partners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aviance Capital Partners | Portfolio Manager | Aug 2018 to Present | — |
| AOMAC Services | Managing Director | May 2014 to Present | Help clients establish and manages domestic and offshore corporations, LLCs, and trusts. Provide outsourced back office, book keeping, record keeping, billing and receiving, administration and various... |
| Pegasus Property Management | Owner | May 2014 to Present | Provides management services to 45 Condo and Homeowner associations in Florida. |
| Private Capital Management | Portfolio Manager | Mar 2012 to Aug 2013 | Co-Portfolio Manager for an equity focused, concentrated value firm involved in mutual fund, institutional, and private high net worth accounts. |
| Private Capital Management | Senior Analyst | Mar 2009 to Mar 2012 | Generalist senior research analyst on a four person investment team for a focused value manager. Firm managed approximately $1.5B |
| Invesco Ltd. | Portfolio Manager | Jan 2001 to Jan 2009 | — |
| JPMorgan Chase | Sr Analyst | Jan 1999 to Jan 2001 | — |
| U.S. Global Investors | Analyst | Jan 1995 to Jan 1999 | — |
| Unocal | Petroleum Engineer | Jan 1994 to Jan 1995 | — |
| British Gas | Intern | Jan 1989 to Jan 1989 | — |
Education
The University of Texas at Austin
Bachelor of Science (BS), Petroleum Engineering
1987 — 1994