Chief Investment Officer

Michael Fung, CFA, is a seasoned investment professional with 20 years of experience that includes managing individual client portfolios, building investment strategies using index fund ETFs and individual securities, and covering numerous market sectors as an equity analyst. He has experience managing tactical asset allocation strategies and individual stock portfolios, and brings extensive experience with risk modeling and options trading to our firm. Michael’s prior experience includes work as Chief Investment Officer for Measured Wealth Private Client Group. Prior to Measured Wealth, he was a Senior Equity Analyst at Pax World Funds where he was responsible for covering the Financial, Consumer Discretionary, Healthcare and IT sectors and where he helped construct an international index fund. Prior to Pax, he was a Vice President and Equity Analyst at Eastern Investment Advisors. His equity coverage responsibilities at Eastern Investment Advisors included Consumer Staples, Telecom Services and Utilities. Michael earned a Bachelor of Science in Accounting and Quantitative Methods from Babson College and a Master of Business Administration from Boston University’s Questrom School of Business. Michael is a Chartered Financial Analyst, member of the Boston Security Analysts Society and a Babson College Leadership Coach.

Michael can be reached at mfung@wellesleyinvestmentpartners.com