Michael Falk, CFA, CRC, Partner

Passions: Investment Process, Strategy

Michael Falk, CFA, CRC is a partner at the Focus Consulting Group and specializes in helping investment/wealth management teams improve their investment decision-making, and their firms with strategic planning and succession. Previously, he was a chief strategist at global macro L.P., and a chief investment officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice.

Michael is a frequent speaker and presenter at industry events as well as quoted in the press. He is part of the CFA Institute’s Approved Speaker List. In the past, he has taught on behalf of the CFA Society of Chicago in their Investment Foundations Certificate program, been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group and tbeen adjunct faculty at DePaul University in their Certified Financial Planner (CFP) Certificate Program. Michael has authored 2.5 books: the 2016 CFA Institute Research Foundation Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth”, the 2019 Monograph follow-up “Get to Work… on OUR Future” and he co-authored the 2017 “Money, Meaning and Mindsets.”


Twitter:  @MSFalk