Michael Weiss, CFA is the owner of Series 7 Exam Tutor , a company that offers personalized tutoring for the Series 7 Exam and other licensing exams.
Prior to Series 7 Exam Tutor, Michael Weiss was the editor and publisher of The Mutual Fund Investor . The Mutual Fund Investor provided quarterly recommendations for no-load mutual funds in various investment categories. Michael Weiss was also the president of Timeless Capital Management (TCM), an independent, state registered investment advisor in New Jersey and Pennsylvania. TCM employed a value-oriented approach to investing in no-load mutual funds.
Weiss has also worked as a portfolio manager for Evergreen Investments in Philadelphia, Pa., where he managed portfolios of stocks, bonds and mutual funds. Evergreen Investments is the asset management division of Wachovia Bank, whose main headquarters are located in Charlotte, North Carolina.
Weiss' mutual fund experience began at Lipper Analytical Services in New York City, where he researched and wrote about top performing mutual funds for CNBC. After Lipper, Weiss worked as an investment analyst for Merrill Lynch's multibillion dollar Mutual Fund Advisor Program. He researched and recommended mutual funds in various investment categories and was an important part of the launch as well as the success of the Mutual Fund Advisor Selects Program. The Selects Program provided mutual fund recommendations and target asset allocations on a non-discretionary basis. While at Merrill, Michael also worked as an associate portfolio manager for Merrill Lynch Investment Managers-Private Investors at the Princeton Corporate Campus in New Jersey, where he managed portfolios comprised of individual stocks and bonds.
In addition, Weiss is a CFA charterholder and holds an MBA in finance and investments from the Zicklin School of Business at Baruch College. Weiss is also a member of the CFA Institute as well as the CFA Society of Philadelphia.
Also, Weiss is a contributor to www.allexperts.com and has appeared as a guest on the "Your Money" radio show with nationally syndicated mutual fund columnist and author, Chuck Jaffe.