Meet Our Team

Michael D. Cohen, MBA, CMA, CFM

CEO & Director of Research
Mr. Cohen founded MDC Financial Research in December 2008 and launched the company’s Event-Driven Legal℠ service for institutional investors in February 2009.

Prior to founding his own firm, Mr. Cohen founded the research department at Pacific American Securities, LLC when he joined the firm in 2002 as its Director of Research. Before joining Pacific American Securities, Mr. Cohen was a fund co-manager of the Alpha Analytics Digital Future Fund, a public mutual fund established in 1999. He participated in the fund’s design and planning and was responsible for analyzing the technology sector and selecting the stocks for the fund.

Mr. Cohen earned his M.B.A. in finance (1997) and a B.A. degree in Economics (cum laude) from California State University, Northridge in 1988. He has obtained the Certified Management Accountant (CMA) and Certified Financial Manager (CFM) designations, awarded by the Institute of Management Accountants (IMA). Mr. Cohen served on the Board of Directors and the Executive Committee of the IMA, and he was Chairman of its international-level Committee on Information Technology from 2003 until 2005.

Mr. Cohen has been a featured technology-investment expert in the media. His comments have appeared on major financial wire services and in newspapers across the country. He has appeared on CNBC, Bloomberg TV, CNNfn, and Canada’s Business News Network. Mr. Cohen holds or has held Series 7, 63, 65, 86, and 87 securities licenses.

Justin Wilcox, MBA

Senior Research Analyst
Mr. Wilcox joined MDC Financial Research as a Research Assistant in 2014. Currently, as a Senior Research Analyst, Mr. Wilcox is an Investment Advisor Representative at MDC Financial Research, and he maintains a Series 65 securities license. At MDC, Mr. Wilcox is responsible for identifying/attending potential catalyst events, creating and distributing client research reports, and maintaining/creating MDC's automated systems. 

Mr. Wilcox earned his B.A. in Business with a concentration in Finance and International Business from California State University, Sacramento in 2014. He received his M.B.A. in Finance in 2023 from California State University, Sacramento.

Prior to joining MDC Financial Research, Mr. Wilcox worked in the Global Equities Division at The California State Teachers' Retirement System.

We are not lawyers, and we do not practice law or render legal advice.  MDC Financial Research is a State-Registered Investment Advisor with Financial Analysts that approach legal situations from an investor angle for investment purposes. MDC Financial Research, LLC is currently registered as an Investment Advisor in the States of California, Illinois, and New York.  Additional information and disclosures are contained in MDC Financial Research’s Form ADV and Form ADV Part 2 (Brochure).

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MDC Financial Research, LLC
El Dorado Hills, CA
(510) 894-4476