Michael Hudzik,
CRPC®
Investment Portfolio Analyst
Michael is integral to the team’s research, investment and portfolio design processes, customizing his work to the unique parameters and needs of each client. He grounds his work in a highly personalized approach, developing deep relationships with the individuals, couples and families he serves.
He applies his quantitative skills and in-depth knowledge of the capital markets to help clients pursue their distinctive investment goals. He incorporates multiple factors within his analysis, including a client’s risk tolerance, time horizon, investment objectives, cash-flow requirements and liquidity needs. He is also responsible for supporting the team’s proprietary investment strategies, staying apprised of dynamic market conditions and economic themes.
Michael joined Russell Winkler Private Wealth Management of Raymond James in 2019, bringing extensive wealth management experience. He began his career in 1997, serving as a financial advisor with Morgan Stanley Dean Witter. He joined Bank of America/Merrill Lynch in 2000 and rejoined the firm in 2005 after a brief tenure with another financial services firm. He holds the Chartered Retirement Planning CounselorSM designation.
Michael is a board member of the Michigan Council on Economic Education, a role he has held since 2014. In his free time, he enjoys spending quality time with his friends and family, playing golf, and volunteering in the community.
Raymond James is not affiliated with the organization listed above. CRPC® is a registered service mark of The College for Financial Planning.
