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Michael Tschudy, MBA, CFA

Founder & CEO

Michael offers the comprehensive capabilities and deep industry knowledge necessary to help businesses with the most complex of financial issues. His passion for helping others has provided immeasurable value to businesses and individuals throughout the years. Since joining the finance industry in 2011, Michael previously excelled at some of the largest financial institutions in the United States where he garnered a diverse range of knowledge while being a trusted advisor and partner. Whether optimizing small business finances, managing a portfolio of commercial clients, or advising various institutions on investment strategies, Michael's expertise in financial analytics has brought millions of dollars of value to customers across a variety of industries.

Among other topics, Michael has consulted on:

  • Budgeting

  • Cash Flow Projections

  • Mergers & Acquisitions

  • Debt Consolidation & Restructuring

  • Strategic Financial Planning

 

Michael received his undergraduate degree and MBA with a concentration in Financial Management from York College of Pennsylvania. While at York College, Michael was the Founder and President of the York College Student Managed Fund, an investment fund still in existence today. Michael sits on boards of multiple multi-million dollar companies, providing expert financial insight to those organizations. Michael has been a CFA Charterholder since 2021.

 

Michael lives in York County, Pennsylvania with his wife, two children, and dog. He enjoys spending time with family, being outdoors, and talking about his beloved Baltimore Ravens with anyone that has a listening ear!

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