Mike works within the Portfolio Advisory group and is a member of the broader Investment team.
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’s duties as an Associate Director of the Portfolio Advisory team are varied and diverse. From trade execution to investment research to portfolio analytics, he makes his mark on the firm across a broad array of asset management functions. Combining his thorough grasp of daily operations with his extensive knowledge of macro conditions, he can bridge the gap between the minute details of the moment and the big-picture environment in which we all work and live.
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.