Founder & Portfolio Manager

Michael Pierre

Certified Treasury Professional with 25+ years of portfolio management experience in public and private markets and asset classes. Portfolio Manager and Accredited Investor in public equities, fixed income, private funds, real estate and direct investing, including early- and late-stage companies.

Michael Pierre

Certifications

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  • Certified Treasury Professional (CTP), September 2023
  • Willow Advisor for Women™ Certification, September 2024
  • Registered Investment Adviser (Series 65) in the Commonwealth of Massachusetts

Experience

Public Markets: Portfolio Manager, 2002–2019

  • Anchor Capital Advisors — Portfolio Manager and Senior Vice President2013–2019 · Boston, MA
  • Moody Aldrich Partners — Portfolio Manager1996–2000 and 2003–2012 · Boston, MA
  • RJS Capital Management — Fixed Income Associate1994–1996 · Manchester-by-the-Sea, MA

Private Markets: Direct and Private Funds Investor, 2019–present

  • Pierre & Company (Massachusetts) LLC2000–2003 (Boston) and 2019–present (Marion, MA)

Education

  • B.A., English, University of Notre Dame, 1991
  • UMass-Boston and UMass-Dartmouth M.B.A. program, various coursework, 1998–present
  • Harvard Business School Executive Education Programs (Valuation), 2001, 2006 and 2012
  • NYU Stern School of Business Executive Education (Strategic Financial Analysis), February 2001

Boards of Advisement

  • Investment Committee and Trustee Advisor, St. John’s Preparatory School (Danvers, MA)
  • Investment Committee, Community Foundation of Southeastern MA (CFSEMA) (New Bedford, MA)
  • Investment Committee and Former Board, Crystal Springs Inc. Investment Fund (Assonet, MA)

Work with Michael

Whether you manage an organization’s reserves or a long-term portfolio, start with a straightforward conversation.

Contact Michael Connect on LinkedIn