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Michael Socha

Chief Executive Officer, Chief Investment Officer & Chief Operating Officer

Socha Financial Group

United States, New York, Steuben County

About Me

I serve as the CEO and Chief Investment Officer of Socha Financial Group, LLC. My primary responsibility is the management of the investment portfolio. I also work on the company’s strategic initiatives to ensure we remain a leader in our industry. Prior to joining Socha Financial Group, I worked for a leading institutional broker where I was responsible for the management of quantitative strategy and business development for the Americas. l earned my B.S. degree in Quantitative Finance and Economics from James Madison University (2006) and a Master’s Degree in Finance with a specialization in Investment Management from the University of Illinois (2007). I am a CFA® charterholder. My focu

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Profile Information

Chief Executive Officer, Chief Investment Officer & Chief Operating Officer

Socha Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Steuben County

New York

United States

Oct 2, 2024

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