- 7+ years of experience tutor and owner of Series 7 Exam Tutor
- 10+ years of experience as a portfolio manager
- 3+ years of experience as vice president senior investment research analyst
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 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.
Michael's 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.
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.
He received an MBA in finance & investments from the Zicklin School of Business at Baruch College and a BA in finance & economics from the City University of New York—Baccalaureate Program. Michael is also a CFA charterholder.