Sign in

You're signed outSign in or to get full access.

MX

Michael Xirinachs

Trading and Portfolio Management Associate at Level Four Advisory Services, LLC

Dallas, TX , United States

About

Michael Xirinachs is a Trading and Portfolio Management Associate at Level Four Wealth Management in Dallas, Texas. In this role since June 2017, he is responsible for executing trades and managing client portfolios, with a focus on delivering customized investment solutions to high-net-worth individuals and institutional clients. His expertise includes equity markets, portfolio construction, and risk management to support the firm's overall investment strategy.

Previously, Michael served as Vice President, Equity Sales Trader at Convergex, following his tenure as an Equity Sales Trader at the same firm. Throughout his career, he has specialized in equity trading and sales, serving institutional clients and focusing on U.S. and global equity markets. His responsibilities have covered trade execution, market analysis, and maintaining client relationships across multiple industry sectors.

Michael holds a Bachelor of Science in Finance from Bentley University and has attended programs at Fudan University, equipping him with a strong foundation in international finance and investment management. He is recognized for his deep understanding of equity markets and his ability to implement sophisticated trading strategies for diverse client needs. His professional background underscores a commitment to high standards of fiduciary care and portfolio performance.

Career History

OrganizationRoleDate RangeDetails
Level Four Wealth ManagementTrading and Portfolio Management AssociateJun 2017 to Present
ConvergexVice President, Equity Sales TraderApr 2016 to Jun 2017
ConvergexEquity Sales TraderOct 2014 to Mar 2016
ConvergexEquity Sales AssociateOct 2013 to Oct 2014
ConvergexAssistant Trader, InternJun 2012 to Aug 2012

Education

Bentley University

Bachelor of Science, Finance

2009 2013

Fudan University

2011 Present

Fudan University

Similar Fund Managers

NameRoleFundLocation
Jeffrey Helfrich
Jeffrey Helfrich
Portfolio Manager and Research AnalystPenn Davis Mcfarland Inc.Dallas, TX , United States
Charles Norton
Charles Norton
Portfolio ManagerPenn Davis Mcfarland Inc.Dallas, TX , United States
C
Crystal Bradley
Portfolio AnalystTrue North Advisors, LLCTX , United States
Dhruv Maniktala
Dhruv Maniktala
Chief Investment Officer, PartnerTrue North Advisors, LLCDallas, TX , United States