• Experience working as a performance analyst
  • Managed $2.9 billion in capital as an investment advisor
  • Holds the Chartered Financial Analyst designation


Michael McCaffrey, MS and CFA, recently moved to Austin, Texas, to join a major mutual fund company as a performance analyst. Previously, Mike was the senior investment analyst for Mercer Advisors—an independent, fee-only registered investment advisor—managing $2.9 billion. Mike also holds a Chartered Financial Analyst (CFA) designation and has passed the first of two exams toward becoming a Chartered Alternative Investment Analyst (CAIA).


Michael received a Bachelor of Science in economics from Texas Christian University and a Master of Science in finance from the George Washington University.