Michael E. Socha, CFA®

Michael E. Socha, CFA®

Chief Executive Officer & Chief Investment Officer

Michael began his career in finance as a quantitative analyst for a leading institutional broker in New York City, where he priced a wide range of over the counter derivatives. He was also responsible for the management of quantitative strategy and business development for North and South America. Michael joined Socha Financial Group, LLC in 2014. His principal responsibilities in the firm as a Chartered Financial Analyst® are investment research and portfolio management. Michael received his Bachelor of Science degree in Quantitative Finance and Economics from James Madison University (2006) and his Master’s Degree in Finance with a specialization in Investment Management from the University of Illinois (2007).

Michael has a passion for traveling, alpine and water skiing and continually learning about the financial markets.