Michael FalkCFA
Strategic Advisor

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

    He is a frequent speaker and presenter at investment industry events and is often quoted in the press. Mr. Falk is on the CFA Institute Approved Speaker List and has taught on behalf of CFA Society Chicago. He had served as a contributing member for the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative and as an adjunct faculty member for DePaul University’s Certified Financial Planner Certificate Program. Mr. Falk is author of the CFA Institute Research Foundation Monograph “Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth”, “Get to Work . . . on OUR Future” and co-authored “Money, Meaning, and Mindsets.”


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