Mike supports the development and implementation of investment strategies for our clients. He works closely with the financial planning team to determine the target allocations to various asset classes and risk factors given the direction of the global economy. Mike is a frequent guest on major financial news networks such as CNBC, Fox Business News, and Bloomberg. He is also a contributing columnist on MarketWatch and has been quoted extensively in major newspapers and publications.
Mike is the former Chief Investment Officer for a registered investment advisor that oversaw more than $6 billion in assets under management. He also spent several years as a Vice President for both Barclays Capital and Sanford C. Bernstein, where he worked closely with some of the largest institutional asset managers in the world to derive and execute a wide range of investment strategies.
He earned his Master’s in Business Administration from the University of Chicago Booth School of Business and his B.E. in Electrical Engineering and Mathematics from Vanderbilt University. He holds the Chartered Financial Analyst® designation and carries his Series 65 license.