Michael Young

CFA

Vice President

ESOP Valuation

Investment Banking

Santa Ana

714.380.3302

[email protected]

Background

Michael Young is a Vice President with Acuity Advisors, a Marshall & Stevens company.

Mr. Young works with business owners, management teams, and trustees in the execution of ESOP transactions, annual ESOP valuations, mergers & acquisitions, and other investment banking and valuation advisory services. His experience spans a broad range of industries including construction and engineering, retail, manufacturing, distribution and business services, among others.

Prior to joining Acuity, Mr. Young worked as an analyst and underwriter in the specialty finance division of a federally chartered bank in San Diego.

Mr. Young received his B.S. in Finance from San Diego State University.

Professional Highlights

  • CFA Institute
  • CFA Society of Orange County
  • The ESOP Association
  • Acuity Advisors
    March 2017-present

       ‣ Vice President, 2023-present
       ‣ Senior Associate, 2021-2023
       ‣ Associate, 2019-2021
       ‣ Senior Analyst, 2018-2019
       ‣ Analyst, 2017-2018
  • Bofl Federal Bank
    Portfolio Analyst, 2015-2017
  • UBS Financial Services, Inc.
    Intern, 2014-2015
  • First Allied Securities, Inc.
    Business Consulting Intern, 2014
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