Michael Ha is a Senior Research Analyst at Baird, covering Managed Care and Healthcare Facilities. Before joining Baird in 2024, he held a similar position at Morgan Stanley. His experience includes Vice President roles in Equity Research at Cowen Inc. and J.P. Morgan, and work in corporate finance and strategy at Agilon Health and Vantage Oncology. Earlier in his career, he was an Equity Research Associate at Wedbush Securities, an Associate Portfolio Manager at Alliance Bernstein, and a Foreign Exchange Analyst at Barclays Capital. Michael earned a BS in Finance from Rutgers University.
Ha's analysis focuses on the challenges and trends within the healthcare sector. In September 2025, he was interviewed on "The Real Eisman Playbook" podcast, discussing his recent downgrade of United Healthcare and the deeper issues facing the company beyond rising medical costs. More recently, in February 2026, he appeared on Prof G Markets to discuss the healthcare stock selloff and its implications for consumers.
