Mike has worked in the private wealth management industry for 10 years with a background in investment strategy and portfolio management. Mike oversees the investment platform including, but not limited to, market research and analysis, portfolio design, and trading and execution across various asset classes. Mike contributes regular market commentary on behalf of the firm. Additionally, Mike heads up the advisory oversight platform which provides customized portfolio reporting solutions on client assets, both internal and external.
Mike holds a bachelor’s degree of Science in Finance from Fairfield University’s Dolan School of Business and is a CFA® charter holder and member of the CFA Society of Stamford. Outside of the office, Mike and his wife Meg reside in Stamford, CT where they are charitably involved in the community. Mike is an avid NY sports fan, and golfer.