Michael Berens, CFA

Michael Berens is a dedicated investment professional with a strong foundation in equity and fixed income analysis. Prior to joining Sunflower, Michael was the lead analyst on a large cap equity fund. He holds the Chartered Financial Analyst (CFA) designation, reflecting his commitment to excellence and ethical standards in the financial industry.

Michael received a Bachelor of Science degree from the Indiana University Kelley School of Business and majored in Accounting and Finance. His career progression demonstrates a breadth of experience across research and portfolio management. Now serving as Portfolio Manager, Michael applies his analytical expertise and strategic insight to deliver tailored investment solutions that align with client objectives.