Michael Nance, CFA®

Vice President, Research & Relationship Management Associate


Michael A. Nance serves as a Research and Relationship Management Associate. In this role, Mr. Nance serves as a liaison between the Relationship Managers and the STMM Investment Team to provide in-depth and client specific commentary on the market, account holdings, and recent transactions. Prior to this role, he worked as an equity analyst for STMM for seven years covering consumer discretionary, financials, and consumer staples sectors.

Mr. Nance joined STMM in late 2008 as an equity research intern and was hired as a full time analyst June 2009. Prior to joining STMM, Mr. Nance attended Trinity University and earned a Bachelor of Science in Business Administration, majoring in Finance. At Trinity, he was a member of the Student Managed Fund program where students managed an equity portfolio on behalf of Trinity’s endowment fund. His finance professor awarded him an “Analyst of the Year” designation for his performance in the Student Managed Fund program. Mr. Nance earned the Chartered Financial Analyst (CFA) designation in 2013.