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Michael O
Series 65
Newport, RI
Merlin Asset Management
Michael Obuchowski is the sole advisor at Merlin Asset Management in Newport, RI, holding a Series 65 credential with 17 years of industry experience. His prior roles include positions at Concert Wealth Management, North Shore Asset Management, First Empire Asset Management, and Altanes Investments. The firm serves individuals, high-net-worth clients, trusts, and certain business entities with discretionary investment management focused on growth-oriented equity strategies across large-cap, SMID, and small-cap stocks. Merlin Asset Management employs a blend of bottom-up fundamental research, thematic top-down views, quantitative screening, and derivative-based approaches, including long-dated option overlays and supervised AI tools, to manage concentrated, low-turnover portfolios.
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