Michael McNamara came to Clearbrook Global as a Director in 2021. He provides research in capital markets, supporting management through due diligence to obtain the right combination of client deliverables.
Michael joined the firm with five years of experience in a market-driven environment at JPMorgan, where he served as trade support for advisors and money managers regarding products offered on the company’s investment platform. Michael analyzed new account portfolios and ran reports to ensure accuracy and quality control for clients and upper management. During this time, he completed his FINRA Series 7 licensing and gained proficiency with the APL trading system.
Previously, Michael acted as a consultant at the Forum Group in New York, where he reviewed Know Your Customer (KYC) profiles to ensure they met with AML compliance and Global Sanctions checks. Just before that, he served as a corporate accounting intern for Henry Schein, New York, reconciling and analyzing financial data.
Michael holds a BA in Economics from Fordham University in Bronx, NY, and was a member of the Alternative Investments Club and Economics Honors Society. As a senior member of the Student Athlete Advisory Council, he participated in Division I Soccer. Today, he enjoys triathlons, running, and indoor gardening.