Mike’s varied and diverse duties as a Senior Director on the Portfolio Advisory team include investment research and portfolio analytics as well as advising a select set of the firm’s clients on portfolio management. Leveraging his experience as both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™, he can identify investment opportunities as well as the appropriateness for a given family and entity.
Mike received a B.S. in management and business from Skidmore College, graduating cum laude with a minor in economics. He is a member of the CFA® Institute and the Boston Security Analysts Society (BSAS) and is a CERTIFIED FINANCIAL PLANNER™. He has also passed the Series 65 and is an Investment Adviser Representative (IAR).
I enjoy working in a team environment, collaborating to provide clients with a first-class experience. I also like building meaningful personal and professional relationships with clients and their families, helping them accomplish their goals and creating an infrastructure that provides them with assurance that their financial lives are well managed.
I thrive in fast-paced environments and am comfortable pivoting quickly from one task to another while managing competing priorities and deadlines. I am well suited to a team-based environment, where I can benefit from others’ knowledge and expertise while also assisting others in areas where I may have more experience.
Outside of work, I like to spend time with my wife Tara and our 2 children, Casey and Hadley. You can often find us on the beach, golfing or enjoying, the company of friends and family. I grew up playing a variety of sports, primarily soccer and hockey, and I’m an avid Boston sports fan who follows the Bruins and Patriots.