Michael Socha

Michael serves as the CEO and Chief Investment Officer of Socha Financial Group, LLC. His primary responsibility is the management of the investment portfolio. He also works on the company’s strategic initiatives to ensure we remain a leader in our industry.

Prior to joining Socha Financial Group, he worked for a leading institutional broker where he was responsible for the management of quantitative strategy and business development for the Americas.

Michael’s focus outside of the office is spending time with his wife Nina, son Miles, and dogs Portia and Duke. They enjoy traveling, skiing in the winter, and spending time on Keuka Lake in the summer.

Michael earned his B.S. degree in Quantitative Finance and Economics from James Madison University (2006) and his Master’s Degree in Finance with a specialization in Investment Management from the University of Illinois (2007).

Michael is a CFA® charterholder.


Michael E. Socha, CFA®