Michael K. Harnett

President
Portfolio Manager

Experience
Michael Harnett possesses over fifteen years extensive financial industry experience which includes investment banking, private banking, research and investment management with premier New York-based and West Coast financial firms. His primary focus is performing financial analyses, due diligence and valuation of public companies to uncover attractive long-term investment opportunities.

Mr. Harnett began his private-sector career at Donaldson, Lufkin & Jenrette (DLJ) investment banking in New York. Michael later worked at Robertson Stephens and JMP Securities investment banking in San Francisco, and the Merrill Lynch Private Banking and Investment Management Group in Southern California. Michael founded San Diego-based Harnett Investment Advisers in 2008. During his career, Mr. Harnett has performed thousands of complex financial analyses, asset valuations, deal structuring, company and industry research projects in high-profile financial transactions for public and private companies.

Some examples of his past assignments include: work on the $1 billion acquisition of Sealand assets by Maersk Shipping; the $300 million KKR-sponsored leveraged re-financing of the Evenflo and Spalding Companies; and raising $250 million of private debt capital for Marcal Paper Co.

Prior to entering the private sector, Mr. Harnett served on active duty in the U.S. Navy and is a veteran of the first Gulf War. Michael served as Communications Officer and Electronics Officer on board the guided missile cruiser USS Normandy during Operation Desert Storm, and as a staff member for the Navy's then senior admiral, Admiral Carlisle Trost, Chief of Naval Operations.

After leaving active duty, Michael served as a legislative aide for U.S. Senator Joseph Lieberman for defense and business issues; and at the White House on a special project for the White House Chief of Staff overseen by the Office of Management and Budget (OMB).

Professional Licenses and Affiliations
Michael Harnett is a member of the CFA Institute and the Chartered Financial Analyst (CFA) Society of San Diego. Mr. Harnett holds FINRA Series 7 and Series 66 Securities Licenses.

Education
Mr. Harnett received an M.B.A. from Harvard Business School (1996), where he focused in finance and general management, and a B.S. with distinction from the U.S. Naval Academy (1989). At the Naval Academy, Michael held the third highest leadership position among its 4,500 Midshipmen and graduated in the top two-percent of his class.

Community Involvement
Mr. Harnett currently serves on the Boards of the Harvard Business School Club of San Diego and Congregation Beth Israel (San Diego); the Finance Committee of the United Jewish Federation of San Diego; the Advisory Council of La Cuna, a non-profit serving Latino foster children; and is a past board member of Kids Included Together,a non-profit assisting children with disabilities. He volunteers at the Rady School of Management (UCSD) (student advisor) and Harvard University (interviews students for undergraduate admissions).

Personal
Mr. Harnett lives in Carlsbad, California with his son and two adopted dogs. Outside investment management, Michael enjoys spending time with his son; exercising outdoors, running, hiking and swimming; and reading history and foreign affairs.