CFA DFW Charterholder Chatter

Episode 43: Finding the Good in Everything…a warm and uplifting conversation with Michelle Underwood Gass


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Today’s guest is in the words of a mutual connection a former badass short seller wrapped in the body of a sweet Texas lady. She gave up the short seller life a few years ago to start Paradigm Advisors, an independent fee-only financial advisory firm, catering to younger high net worth professionals.

Michelle Underwood Gass has a passion for helping people and resolving complex issues for her clients while navigating their path towards financial freedom. Her diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make her uniquely qualified.

Michelle has a Master of Accountancy with a concentration in Taxation and an undergraduate accounting degree, both from the University of Tennessee. She is a Certified Public Accountant, Certified Financial Planner, and Registered Life Planner.

On today’s podcast, Michelle shares her professional journey, importance of working happy, being intellectually curious, networking, and proudest moments.

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CFA DFW Charterholder ChatterBy CFA Dallas/Fort Worth