Michael B. Stevens

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Profile

Prior to joining The Colony Group, Michael served as Chief Investment Officer of Old Harbor Capital Management and was formerly a Principal of Carolina Capital Markets, a broker-dealer specializing in the secondary fixed-income market for taxable and tax-exempt securities.
Before his employment with Carolina Capital Markets, Michael held portfolio management positions with ING Investment Management, American General Corporation, and CIGNA Investments.
He also served as Chairman of the Investment Committee for the Episcopal Diocese of Connecticut from 1986 to 1991.
Mr. Stevens holds a BS with Honors in Economics from the University of Florida and an MS from the Sloan School of Management at MIT.
Mr. Stevens holds the Chartered Financial Analyst designation and is a Senior Grader for the CFA Institute, as well as a member of its Candidate Curriculum Committee.

Former positions of Michael B. Stevens

Companies	Position	End
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Portfolio Manager-Fixed Income	2009-03-30
Voya Investment Management Co. LLC Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.	Portfolio Manager-Equities	1985-12-31
Cigna Investments, Inc. Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported.	Corporate Officer/Principal	-
American General Corp. American General Corp. Life/Health InsuranceFinance Provides investment advice for Insurance Company Portfolio	Portfolio Manager-Fixed Income	-
Old Harbor Capital Management LLC Old Harbor Capital Management LLC Investment ManagersFinance OHC's methodology for stock selection uses three points of reference to pinpoint a buy: combine the evaluation techniques of special situation, undervalued and relative strength. Investment ideas evolve from reading newspapers and magazines of both a financial and non-financial focus. Management of fixed-income portfolios at OHC is predicated upon a fundamental approach that has its focus on the credit quality selection process. They also perform technical analysis of yield curve positioning and assessment of dynamic market movements.	Portfolio Manager-Fixed Income	-

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Private companies	7
American General Corp. American General Corp. Life/Health InsuranceFinance Provides investment advice for Insurance Company Portfolio	Finance
Voya Investment Management Co. LLC Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.	Finance
Cigna Investments, Inc. Cigna Investments, Inc. Investment ManagersFinance CII manages investment portfolios using a top-down and bottom-up investment process within a governance framework designed to ensure consistency with a client’s mandate. Ultimately, portfolio managers are responsible for constructing a portfolio based on client needs and objectives. Generally, the firm’s client portfolios are invested on a “buy and manage” basis, using duration, quality, liquidity and asset mix targets attuned to the client’s objectives and/or liabilities being supported.	Finance
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Old Harbor Capital Management LLC Old Harbor Capital Management LLC Investment ManagersFinance OHC's methodology for stock selection uses three points of reference to pinpoint a buy: combine the evaluation techniques of special situation, undervalued and relative strength. Investment ideas evolve from reading newspapers and magazines of both a financial and non-financial focus. Management of fixed-income portfolios at OHC is predicated upon a fundamental approach that has its focus on the credit quality selection process. They also perform technical analysis of yield curve positioning and assessment of dynamic market movements.	Finance
Massachusetts Institute of Technology Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University	Finance
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services