Mike Fiorese, CIMA®, is a Portfolio Manager and joined the firm in 2018. Mike is primarily responsible for portfolio allocation, performance analysis, trade execution, and management of client accounts. Mike has over thirteen years of experience in the investment management industry. Prior to joining Cassaday & Company, Inc., he was the assistant vice president of portfolio analytics for an investment management firm which advised retail and institutional clients. He routinely monitored performance and provided risk analysis for their client portfolios. Mike currently has his Series 7 and 63 securities registrations, as well as the Certified Investment Management Analyst (CIMA) Certif