With more than 25 years' capital market experience, Michael is a respected investment industry veteran. Prior to founding Littlebanc, he managed discretionary long-short equity accounts as Senior Vice President and Limited Partner at Oppenheimer before moving to M.A. Berman & Co as Managing Partner, heading up its research and risk management team. During that time, Michael developed extensive expertise and forged deep, lasting professional relationships with many Wall Street investors.
In 1995, Mr.Margolies founded Avalon Research Group, Inc., a top-rated independent equity research firm with more than 100 hedge fund and mutual fund clients. He served as founder and CEO of Avalon until 2004, when he sold the company.
During his long career, Mr. Margolies has been involved in hundreds of transactions as both a seller and a buyer of company equity and assets. He is also a founding member of Investorside Research Association.