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Services
Services Overview
Governance
Consulting
Outsourced CIO
Research
Values Aligned Investing
Managed Portfolios
Curio
Who We Serve
Our Clients
Community Foundations
Healthcare
Higher Education
About Us
Firm Overview
Our Team
Culture
Insights
Publications
Podcast
Videos
Studies
News & Events
News
Events
Forum 2023
Contact Us
Michael
Aluise
Michael
Mike
J. Aluise, CFA, CAIA
Senior Vice President, Advisor
Education:
BS in Business Finance, Miami University
Memberships:
CFA Society of Cincinnati - Board of Directors
CFA Institute
CAIA Association
Crayons to Computers - Endowment Committee
CISE Foundation – Investment Committee
FEG Asset and Risk Allocation Team
Miami University, Farmer School of Business - Adjunct Professor
Latest Publications
Navigating Today's Uncertainty: How Higher Education Institutions Are Preparing for Economic and Policy Shifts
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Second Quarter 2025: Three Months of Fireworks
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2025 Community Foundation Survey Executive Summary
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Navigating the Rising Impact of the Israel-Iran Conflict
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Assessing the Impact of the Israel-Iran Conflict
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Educational Experience, Portfolio Management and Community Connection: Dayton’s Three Criteria for Running A Student-Led Investment Club
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