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Michael brings over 24 years of experience in financial services operations, with deep expertise in trade settlement, reconciliation, and project leadership. He’s a Six Sigma Green Belt and a proud UTSA alum, holding a BBA in Finance with a minor in Mathematics. Michael is passionate about delivering tax-smart, efficient trading strategies that support long-term client success. Outside of work, he enjoys musical performance, martial arts, and giving back through community service with Saldivar Martial Arts.

Michael Lampe
Operations and Portfolio Implementation
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