Michael Bartlett, CFA
Senior Analyst of Elizabeth Park Capital Management
Michael Bartlett, CFA is a Senior Analyst for Elizabeth Park Capital Management with 19+ years of experience identifying sound investment opportunities. He leverages disciplined financial analysis and sophisticated institutional research to ensure strong performance over the long term. He goes beyond traditional data to examine all fundamental aspects of an institution, with special attention to organizational leadership and competitive positioning. His personal, hands-on approach allows him to gather a greater understanding of both key influencers and organizational motivators. Michael’s unique perspective and the meticulous process often discovers what others have overlooked.
Before joining the EPCM team, Michael was an Associate Analyst for KeyBanc Capital Markets dedicated to steel and metals. Prior to this, he was an Equity Research Associate for William Blair & Company, where he focused on technology hardware. Earlier, he served as an Associate for JP Morgan Capital Markets (formerly Banc One Capital Markets). Michael launched his career with Bank One Corporation in their Private Client Investment Management Group where he ultimately served as an Investment Specialist.
Michael earned his MBA from the University of Chicago, Booth School of Business, graduating with high honors. He acquired his BA in Business from Lake Forest College. He is a CFA charter holder, and he has earned his Series 7, Series 63, and Series 65 licensures. True to his character, Michael is an Eagle Scout, enjoys youth coaching and volunteering in his community. Michael calls the Cleveland area home with his wife and three sons.