Michael Kon
Director of Research - Equity at Summitry LLC
Profile
Mr. Michael Kon, CFA MBA, is a Director of Research & Portfolio Manager at Summitry LLC.
He joined the firm in 2013 and serves as Summitry’s Director of Research and a member of the firm’s three-person Investment Committee.
He is responsible for the firm’s research process and leads the investment meetings of the research team.
In addition, Mr. Kon performs detailed equity research on a broad range of industries, evaluating the merits and risks of stock exposures in Summitry client portfolios, and seeking additional opportunities for investment.
Prior to joining the firm in 2013, he served as a Senior Equity Analyst with Morningstar, a leading provider of independent investment research, from 2006 to 2013.
He has previously held positions as an Equity Research Associate at CIBC World Markets in Toronto from 2005 to 2006 and as an M&A Attorney at Rotman Co in Israel from 1998 to 2002.
He received his undergraduate degree from Tel-Aviv University and an MBA from McGill University.
Michael Kon active positions
| Companies | Position | Start |
|---|---|---|
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Director of Research - Equity | 2012-12-31 |
Former positions of Michael Kon
| Companies | Position | End |
|---|---|---|
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Corporate Officer/Principal | - |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Training of Michael Kon
| McGill University | Masters Business Admin |
| Tel-Aviv University | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Finance |
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