Mike is a Partner and Portfolio Manager joining The Boston Family Office in 2020. Previously, Mike was a wealth manager with Steward Partners Global Advisory where he worked closely with high-net-worth individuals to create financial plans and develop diversified investment portfolios. Prior to that, Mike was a Portfolio Manager and Equity Analyst at Boston Advisors where he conducted sector, industry, and individual stock research with oversight of more than $1B of AUM on behalf of insurance companies, endowments, foundations, and high-net-worth individuals. Mike began his career at Brown Brothers Harriman. Mike earned a BA in 2008 from Wesleyan University where he was a co-captain of th