Mike’s duties as an Associate Director of the Portfolio Advisory team are varied and diverse.
His role includes 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 is able to identify investment opportunities as well as the appropriateness for a given family and entity.
Michael is a member of the CFA Institute, 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).
Mike received a B.S. in Management and Business, from Skidmore College graduating Cum Laude with a minor in Economics. While at Skidmore he also was a member of the Men’s Ice Hockey team.
Born and raised in Braintree, Massachusetts, Mike grew up playing hockey and soccer. He continues to be an avid Boston sports fan and enjoys playing golf in his time away from the office.